Add a client

Open Clients → Add client or press G then P anywhere in the staff dashboard.

The intake form

Fields on the form depend on how your clinic admin has configured client fields. Common sections:

Identity

• Photo — at the top of the first step you can add a client photo. Click Upload photo, pick a JPEG, PNG, WebP, or GIF (up to 5 MB), and a preview appears next to the client's initials. Use Replace photo to swap it or Remove to clear it. The photo then shows on the client list and the client's chart. On a brand-new client the photo is saved once you finish creating the record; when editing an existing client it saves immediately.
• Name — the number of name fields depends on the clinic's name mode. Type as you would speak the name; MediSync doesn't transliterate.
• Date of birth — MediSync infers age and flags paediatric dosing cases downstream.
• Sex — biological sex. Some clinics add a separate custom field for gender identity.
• National ID / Passport — optional but indexable for fast lookup.

Contact

• Phone — the primary number. Used for SMS reminders if notifications are on. The phone field has a country selector on the left: pick the client's country first, then type the number in the national format (without a leading + or country code). MediSync converts it to international format automatically before saving. If the number isn't valid for the selected country, you'll see an error prompt — correct the number or choose the right country and try again.
• Email — used for account-linked features (client portal, e-receipts).
• Preferred language — English or Arabic. Emails and SMS reminders use this.

Address & more

The rest of the form depends on your clinic's custom fields. Ask your admin if you're unsure which fields apply to which client type.

Required vs. optional

Fields with a red asterisk are required. The form won't submit with a required field empty. If a field is required that shouldn't be — or vice-versa — ask your admin (see Client field configuration).

Duplicate detection

While you type, MediSync warns you if a client with the same name + date of birth already exists. Click the warning to open the existing record rather than creating a duplicate.

If the match is a false positive (e.g. twins), click Continue creating new client.

After saving

You land on the client's profile page. From here you can:

• Book an appointment — see Book an appointment.
• Add documents — upload IDs, past records, consents.
• Start a note — if you're also the practitioner, write a first-visit note.

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In-app help: clients_add, clients_required_fields_setting.