> For the complete documentation index, see [llms.txt](https://dentaltap.gitbook.io/dentaltap/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dentaltap.gitbook.io/dentaltap/patients/profiles.md).

# Profiles

### Create Patient

To create a new patient, select the **Patients** menu item from the main menu, and then click on the **New Patient** button at the top.

![Dentaltap - Patients Sidebar](/files/qzf53L5U6oZG9aWPCA0f)

In the opened window fill out the details and click on the <mark style="background-color:green;">Create Patient</mark> button to confirm.

![Dentaltap - Create Patient](/files/AyTrv3xQqcSG3bcMmifc)

#### Open Kiosk

Click on the **Open Kiosk** button at the top to open this form in the self-signup version, so patients can create an account, fill out medical/dental questions, and sign consent forms by themselves (for example, they can fill it prior to dental appointment). You can send this link to your new patients.

#### Required fields:

* Full Name -patient full name in any format that you need;
* Card No - a patient medical record number, by default Card No = \<Internal index of the last patient> + 1.

**Optional fields:**

* Birthday - you can use the date picker widget to configure DOB by clicking on the calendar icon :date:;
* Phone - a primary phone number for this patient;
* Email - email address of the patient;
* Groups - patient groups, for example, VIP patients, foreigners, black list, etc. Can be configured with the color assignment - [Configure Groups;](http://localhost:4200/p/settings/templates/dictionary?id=patients)
* Address - patient address, including 2 custom address fields, city, province, and postal (zip) code;
* Custom info - any other custom details can be added to the patient profile, for example, a passport (id) number, car plate number, etc - [Configure Custom Fields](http://localhost:4200/p/settings/templates/dictionary?id=customFields).

### Update Patient

Once you create a new patient, you will be automatically redirected to the patient profile.

![Dentaltap - Update Patient Profile](/files/FaSw7ZGRzR1fUJLwoWOI)

To update a patient profile, adjust any field from the **Profile** section and click on the **Save Changes** button at the top.

### Patient Actions

There are several actions hidden under the **More** button at the bottom of the patient profile. Click on the **More** button to open the following list of actions:

![](/files/tL8K0eT8a3PVdUqOgb30)

#### Open Kiosk

This will open a kiosk form, where patients can adjust profile details, fill out the questionnaire, and sign additional consent documents. You can send this link to your patient.

#### Open Portal

This will open a patient portal form, where patients can log in to view their history, bills, treatments, etc. You can send this link to your patients.

#### Archive

To delete a patient, click on this button, and confirm your action in the following confirmation window.

*Note: It's not possible to remove the patient record completely, but it can be archived, so you won't see it in the general list of patients and while searching for patient records.*
