Patients & follow-up4 min read
Add a patient and open their record
Every patient deserves one unified record — their details, measurements, plans, and appointments in one place, instead of scattered across paper, Word files, and WhatsApp threads.
Updated for the current Clynevia workspace · 2026-08-27What you will learn
- Add a new patient record
- Link patient data to appointments and plans
- Avoid duplicate records
Add the patient
- Open Patients.
- Select Add patient.
- Enter the name, phone number (WhatsApp), date of birth, and height. You can add additional details later from the patient file.
- Save to open the patient record — here you can add measurements, plans, and appointments later.
Patients who self-book
If a patient sends a booking request from your clinic page, their information appears automatically in the booking request. When you approve the request, their details link to the scheduling record — you do not need to add them manually. This saves time and avoids duplication.
Avoid duplicates
Before adding a new record, search by name or phone number — especially if the patient may have requested an appointment or visited before. This way you make sure you are not creating a duplicate record, and everything stays organized in one place.
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