Find and add a patient - Bilby | Documentation

Find a patient

Select Patients in the sidebar and type in the search box. You can search by name, phone, email or Medicare number. To see inactive patients, change the Status filter.

Press the / key on any page to search everything: patients, appointments, invoices and settings.

Add a patient

Select Patients in the sidebar, then Add new patient.
Enter the first and last name. Add anything else you have.
Select Save patient. The new record opens.

Add the Medicare card and DVA details on the record afterwards. See Edit a patient’s details.

Add a patient from a search or a picker

When you search for a patient and they aren’t there, Bilby offers to add them using the name you typed. This works in the Patients list, in search, and in the patient picker on the calendar, invoices, the waitlist and batch upload. Check the name fields before you save.