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Adding a Client

Animated walkthrough of adding a new client in WithinEHR

Adding a new client is the foundational step that determines the quality, safety, and efficiency of all subsequent care. An accurately created client profile ensures a seamless experience for both the patient and your clinical team.

Steps to Add a New Client​

  1. From your WithinEHR dashboard, click the Patients tab.
  2. Select Add New Patient.
  3. Enter the client's Full Legal Name (as it appears on their insurance card), Date of Birth, and Gender.
  4. Enter the client's preferred Phone Number and Email Address for appointment reminders and secure portal communication.
  5. Assign a Clinician to ensure proper communication routing within the practice.
  6. Click Save.