Patients & care

Add your first patient or enquiry

Create one clear record before starting the patient journey.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Rapivexa add client screen from a sample clinic — Actual local CRM screen using a sample clinic. Click to enlarge. Provider connection is not implied.

Step by step

Open the clinic patient or enquiry list and search the phone number or patient name first.
If no matching record exists, use the available add/new form.
Enter the required patient and contact details, clinic location and responsible staff where available.
Save, reopen the record and check that the details are correct.
Continue with an appointment or clinical consultation from the appropriate patient workflow.

Keep in mind

Patient and enquiry labels can differ across specialty workflows. Search before creating a second record. Use only the patient information your practice needs.