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.