The New Patients page is your catch-all for first-time patients — so everyone who just called, booked, or was added gets fully set up instead of slipping through after their first contact. Find it under Patients → New.
See where growth is coming from
At the top, an insights panel shows:
- Per-day trend — how many new patients came in each day across the window.
- Acquisition source — a breakdown of where they came from (AI call, online booking, manual entry, and more), so you can see which channels are working.
The header shows the count and the current window (for example, "12 new in the last 7 days").
Work the list by status
Filter with the status chips:
| Filter | Who's in it |
|---|---|
| Needs action | New patients with an onboarding step still outstanding |
| Onboarded | New patients who are fully set up |
| All new | Everyone added in the window |
Change the date range to widen or narrow how far back "new" goes.
Finish onboarding
Open any patient to review their record and complete anything that's missing. When their onboarding is done, they move from Needs action to Onboarded automatically.
Good to know
- It complements your main list. For the full roster and record editing, see Manage patient records.
- Pair it with recall. Once new patients are onboarded, recall lists keep them coming back.