Clinician platform
Calendar
Quick-add patient

Quick-add patient from an event

When a Calendly event's invitee doesn't match a patient, the Event Details sidebar offers two actions:

  • Link to Existing Patient: attach the invitee's email to a patient already on your roster (adds a linked email so future events match)
  • Add as New Patient: open the Add New Patient dialog pre-filled from the event

What Add as New Patient pre-fills

  • Contact email (the invitee's)
  • Guardian first/last name, parsed from the invitee name

You still provide

  • Patient first and last name (required; the invitee name lands in the guardian fields, not the patient's)
  • Date of Birth and gestational age if preterm
  • Program selection: which app the family gets — see Programs & invite options
  • Anything else from Adding a patient

From here, the flow is identical to manual patient entry.