The New Patients page gathers everyone recently added, so first-time patients who just called, booked or were entered by hand get fully set up. Open it from Patients → New Patients in the left menu; the label follows your practice's terminology (for example New Clients). All Patients at the top right takes you back to the full list.
The header shows the count and window, for example "12 new in the last 30 days · 4 still need onboarding steps".
See where new patients come from
Two cards sit at the top:
- New patients per day: a bar for each of the last 14 days; hover a bar for the date and count.
- Source: the top five sources in the window with a count each, for example AI Call, Online Booking, Website, Referral, Walk-in, Phone, Import, athenahealth or Manual.
Choose the window and filter the list
The date menu offers Last 7 days, Last 14 days, Last 30 days (the default), Last 60 days and Last 90 days. The pills filter the cards:
| Pill | Who's in it |
|---|---|
| Needs action | New patients missing at least one onboarding check |
| Onboarded | New patients with all three checks done |
| All new | Everyone added in the window |
Read a patient card
Each card shows the name, phone, when the patient was added, their email (or "No email on file") and their source, plus three chips:
- Profile complete, or Missing: followed by the missing fields. A profile is complete when it has first and last name, phone, email, date of birth, insurance provider and insurance member ID.
- First visit with its date and time, or No first visit.
- Welcome sent or Welcome not sent.
Finish onboarding
The button on each card changes with what is still missing:
- Complete profile opens the patient's profile so you can fill in the missing details.
- Book first visit (when the profile is complete but nothing is booked) opens the calendar ready to book for that patient.
- View profile when both are done.
Click anywhere else on the card, or the person icon, for a quick view without leaving the page.