Create a New Client

RxPhoto allows you to create a new client directly from the RxPhoto app on your device (iPhone/iPad), so that you do not need to do any prep work on your backend before a consult's appointment.

Please note that if you have an integration, adding a new client to the RxPhoto app is slightly different. Please see  "Integrations - Pull Clients in to RxPhoto"   for more details.

As you navigate through this article, you may expand screenshots by clicking on the image. 

Create a New Client

To create a new client directly in the RxPhoto Mobile App on the device (iPhone/iPad):

1. Login to the RxPhoto Mobile App on the device (iPhone/iPad).

2. Press the "+" on the top right of the client list.

3. In the pop-up window, fill out all required fields marked with a red asterisk (first name, last name, and date of birth). All other fields are optional.

4. When finished, press "Done" to be taken to the client's capture screen.

For more information on the capture screen, please see  "Navigate the Capture Screen."

Summary

You may add clients from your client list on the RxPhoto Mobile App on the device (iPhone/iPad). Things to note:

1. First name, last name, and date of birth are required fields.
   
2. Other fields such as phone number, external chart ID, and email are optional.
   
3. If you have an integration with a 3rd Party Integration Partner, you will add clients to your client list by searching by their last name. See  "Integrations - Pull Clients in to RxPhoto"   for details.
   

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