Healthcare Front Desk

Patient Registration

Use this guide when front desk staff need to create or find a patient before opening a visit.

Open the patient list

1. Log in to Acel with the clinic tenant.
2. From the main dashboard, click Healthcare.
3. Click Patients.
4. Confirm the page title says All Patients.

Search for an existing patient

1. Click the Search field above the patient table.
2. Type the patient name, phone number, ID number, temporary record number, or guardian name.
3. Review the matching rows.
4. Click the three-dot action menu on the patient row.
5. Click View Patient to open the record.

Create a new patient

1. From All Patients, click New, Add, or the header action that opens New Patient.
2. Enter the patient's first name and last name.
3. Enter phone, ID number, gender, date of birth, address, and status where required.
4. If the patient is unidentified, mark the unidentified option and confirm the temporary record number.
5. If the patient is a minor, enter or select guardian details.
6. Click Save.
7. Return to Patients and search for the patient to confirm the record appears.

Edit a patient

1. Open Healthcare, then click Patients.
2. Search for the patient.
3. Click the three-dot action menu on the row.
4. Click Edit Patient.
5. Update only the fields that have changed.
6. Click Save.

Always search before creating a patient. Duplicate patient records split visit history, billing evidence, and follow-up notes.