Quick-add patient from an event
When a Calendly event has an invitee without a matched patient, the calendar shows a Create patient prompt.
What it pre-fills
- First name and last name (parsed from the Calendly invitee)
- Contact email
- Initial appointment date
You still provide
- Patient birthday
- Which patient app(s) to invite to — see Which app to recommend
- Invitation mode (with or without provider connection) — see Invitation modes
- Anything else from Adding a patient
From here, the flow is identical to manual patient entry.