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How-to

Add a patient and what we collect

Updated Sep 10, 2026Not yet verified against the current release
  1. Open Patients and click + New patient.
  2. Enter name, date of birth, email, phone, and the shipping state. The state decides which pharmacies can ship to them and which prescribers can see them by video.
  3. Save. The patient exists for prescribing right away; they get portal access the first time you send them a prescription link.
Shipping address is collected from the patient when they pay for their first prescription, and it locks once an order is on its way.
Add a patient