The Patients section is the contact list behind your AI receptionist. Every appointment it books, and every new caller it takes details from, becomes a patient record here — and you can add or import your own too.
Open it from Patients in the left navigation. There are three views:
| View | Where | What it's for |
|---|---|---|
| All Patients | Patients | Your full list — search, filter, edit, import |
| New Patients | Patients → New | Recently added patients + where they came from |
| Patient Profile | click any patient | One person's details and appointment history |
All Patients
The main list shows every patient with their contact info, last visit, and status.
- Search by name, phone, or email.
- Filter by status — active or inactive.
- Sort by name, date added, or last visit.
- Add a patient with the New Patient button. You can capture first/last name, phone, email, date of birth, preferred contact method (phone, email, or SMS), insurance, and notes.
- Edit or quick-view any patient from the row actions.
- Bulk actions — select several patients to change their status or remove them at once.
Import an existing list
Moving from another system? Click Import on the All Patients page and upload a CSV. Include columns for first name, last name, phone, email, and date of birth where you have them. FrontDesk matches on phone and email so re-importing won't create duplicates.
New Patients
The New Patients page (Patients → New) tracks everyone added over a period you choose (7–90 days) so you can see how new business is coming in:
- Total new patients in the range
- Scheduled — how many booked a first appointment
- Conversion rate and average days to first appointment
- Source breakdown — AI call, website, walk-in, referral, import, or manually added
From here you can quickly schedule a first appointment or send a welcome message.
Patient profile
Click any patient to open their profile — contact details, upcoming and past appointments, and history in one place. Update their information anytime; changes are used by the AI on the next call.
Good to know
- Patients feed your recall list. When a patient is overdue for regular care, they show up automatically under Recall lists.
- It's PHI. Patient records are protected health information, encrypted at rest, and covered by your BAA.