Patient Creation

Depending on your platform configuration, there are three ways to create patients within CareLaunch.

1. Manually Creating Patients

All users can manually create patients from the platform:

1. Navigate to the Patients tab.
2. Click the "New" button in the top right corner.
3. Fill in the patient's demographic information in the modal that appears.

Required Fields

• First Name and Last Name
• Date of Birth
• Gender

Optional Fields

• Contact information (email, phone number)
• Address
• Preferred language
• Emergency contact

After creating a patient, you can mark them as important using the star/favorite icon in the patient details view. Favorited patients appear at the top of your patient list for quick access.

Adding Dependents

When creating a patient who is a dependent (e.g., a minor), you can link them to an existing patient record as their guardian. This enables:

• Shared billing and payment for service requests
• Guardian access to the dependent's portal
• Consolidated family view in the patient record

2. File Imports

For bulk patient onboarding, use the file import feature:

1. Navigate to the Data Import tab.
2. Prepare a CSV or Excel file with the required patient fields.
3. Upload the file and map columns to patient fields.
4. Review the import preview, then confirm.

File imports validate data before creating records, flagging issues like missing required fields or duplicate entries. For detailed instructions, see the Data Imports Documentation.

3. Patient Registration

Custom patient registration is available for organizations with higher-tier subscriptions. This method allows patients to self-register through a branded registration form.

Registration forms support:

• Custom fields -- Collect organization-specific information beyond standard demographics.
• File uploads -- Patients can upload IDs or other documents during registration.
• Payment collection -- Collect payment for services as part of the registration flow.
• Service selection -- Patients choose from available services, which creates Service Requests that track scheduling and payment requirements.
• Consent capture -- Collect electronic signatures and consent acknowledgments.

Completed registrations automatically create a patient record and any associated service requests. Staff can review new registrations from the Patients tab.

Tips

• Use file imports when migrating from another system or onboarding a large patient panel.
• Use patient registration for ongoing self-service intake where patients complete their own information.
• Creating a patient manually does not reliably prevent duplicates — the admin form may show a soft "might already exist" hint on an exact name match, but it is advisory only and never blocks creation, so check for duplicate patients regularly using the Duplicate Patient Resolution tool to keep your records clean. (Bulk imports do match and merge automatically — see Data Imports.)
• Patient records follow the FHIR R4 Patient resource standard, ensuring compatibility with other healthcare systems.