PharmacyCopilot Docs
ClinicalPatient Management

Add New Patient

Register a new patient using the 3-step Demographics → Contact Info → Medical Info form.

Starter+

Click Add Patient from the patient list to open the registration form. It's a 3-step wizard; you can move back and forth between steps before submitting.

Demographics

Only first name and last name are required — everything else on this step (other names, date of birth or age, gender, marital status, blood group, genotype, weight) is optional and can be added later.

Contact Info

Phone number must be in Nigerian format (+234 followed by a number starting 7, 8, or 9). Email, address, state, and LGA are all optional.

Medical Info

Optionally record initial allergies and conditions right away — see Allergy Management and Condition Management if you'd rather add these later from the patient's profile instead.

What happens after you submit

A medical record number (MRN) is generated automatically — you never type one in. It follows the pattern PHM-<workspace-code>-<sequence> and is unique to your workspace.

Limits

There's no limit on how many patients you can register — patient records are unlimited on every plan, including the free Starter plan. See Usage & Limits for what actually is limited per plan (team size, locations, and so on).

Next steps