Add a Patient (Manual Add)

Two required fields and about a minute. Manual Add, Just the basics, the platform agreements, Finish.

12 stepsUpdated for AveeCare
In this guide
Quick answer1. Open Patients and click Add Patient2. Choose Manual Add3. Choose Just the basics4. Type a first and last name5. Let the address fill itself in6. Tick the platform agreements7. Review, Finish, Submit8. Find the patient on PatientsWhen to use Full setup insteadCommon pitfallsRelated

Adding a patient by hand takes about a minute. AveeCare asks for a first name, a last name and the platform agreements. Everything else can wait until you know it.

Quick answer

  • Patients → Add Patient
  • Manual Add → Just the basics
  • Type the name, pick the address, tick the agreements
  • Finish → Submit

That is three screens and two required fields. The patient is live on your Patients list the moment you submit.

Open Patients

1. Open Patients and click Add Patient

Open Patients

  1. Click Add Patient, the first button above the Patient List.

    It is always available. The buttons next to it (Make Inactive, Send Schedule, Delete) stay greyed out until you tick a row.
    AveeCare Patients page with the Add Patient button outlined in red at the left of the action bar

2. Choose Manual Add

  1. Pick Manual Add to fill the form in yourself.

    Remote Add is the other option: it sends a secure link so the patient or a family member fills it in instead. See Remote Onboarding for that path.
    Add a New Patient screen with the Manual Add card outlined in red next to the Remote Add card

3. Choose Just the basics

  1. Click Just the basics.

    Three steps instead of twelve: General Information, Platform Consents, Review. Nothing is locked in. Anything you skip can be added later from the patient record.
    How much do you want to fill in now screen with the Just the basics card outlined in red beside the Full setup card

  2. The rail on the left shows the whole job: three steps.

    You can click any step in the rail to jump straight to it. The wizard does not block you until you submit.
    New Patient wizard on the short path with the three-step rail outlined in red: General Information, Platform Consents, Review

4. Type a first and last name

  1. Fill the two fields with a red star. That is all AveeCare requires.

    First Name and Last Name. Middle Name, Goes By Name, Date of Birth, Gender, Primary Language and Office are all optional here, so leave anything you do not have yet.
    General Information step with the First Name, Middle Name and Last Name row outlined in red, showing red stars on First Name and Last Name only

5. Let the address fill itself in

  1. Start typing the street address and click the match.

    Suggestions appear as you type. Picking one is worth the extra second: mileage and EVV geofencing are both measured from this address.
    Address field with a suggested street address outlined in red in the dropdown below it

  2. City, State and Zip Code fill themselves.

    They stay editable, so correct anything the geocoder gets wrong. Building Number and Room Number are there for an apartment or a facility room.
    General Information step after picking an address suggestion, with the filled City and Zip Code fields outlined in red

6. Tick the platform agreements

  1. Click Agree to all of the agreements below.

    One click covers all five: Privacy Policy, Terms of Service, Data Processing, Electronic Signature and AI Processing. Each document is still linked if the patient or family wants to read it. This is the one step the short path keeps, because it is a legal record rather than a convenience.
    Platform Consents step with the Agree to all of the agreements below checkbox outlined in red above the five individual consents

7. Review, Finish, Submit

  1. Scan the Review summary, then click Finish.

    Anything you left blank shows as Not Provided in red. That is expected on the short path and it does not block you. Use the rail on the left to jump back if something is wrong.
    Review step showing General Information, Contact Information and Medical Information summaries with the Finish button outlined in red

  2. Click Submit on the confirmation.

    Nothing is written until you confirm here. Cancel takes you back to Review with everything intact.
    Submit Patient Form confirmation dialog with the Submit button outlined in red next to Cancel

8. Find the patient on Patients

  1. The new patient is on the Active tab straight away.

    A yellow Incomplete setup badge sits next to the name while anything on the profile checklist is still blank: date of birth, gender, address, city, state, ZIP, email or primary language. It is a reminder, not a block. You can schedule visits for this patient today and fill the rest in from the patient record whenever you have it.
    Patients list with the newly added patient row outlined in red, showing an Incomplete setup badge beside the name

When to use Full setup instead

Full setup is the same wizard with all twelve steps turned on. Pick it when you already have the intake paperwork in front of you and want it all in one sitting.

  • Contact Information. Email, phone numbers, family and emergency contacts.
  • Medical Information. ADLs, diagnoses, medications, allergies, mobility, fall risk, Service Type.
  • Care Goals. Plain-language treatment objectives caregivers will read.
  • Documents & Files, Forms, Notes. Intake paperwork, assessments, care notes.
  • Disclosures. Your own agency agreements, separate from the platform ones.
  • Billing Information. Optional payment method and billing contact.
  • Other Information. Custom fields and caregiver preferences.

There is also a checkbox at the bottom of General Information, Include insurance, billing, and compliance information, which adds payer, subscriber, prior authorization and EVV fields. Turn it on for Medicaid, Medicare or long-term care insurance patients.

  1. Full setup lists exactly what it adds before you commit to it.

    You are never stuck with the choice. Start on the short path, submit, and fill the rest in from the patient record later.
    How much do you want to fill in now screen with the Full setup card outlined in red, listing the twelve steps it adds

Common pitfalls

  • Typing the address instead of picking it. A typed address is not geocoded, so mileage and EVV geofencing have nothing to measure from. Click a suggestion.
  • Treating Incomplete setup as an error. It is a to-do badge for the profile fields that are still blank. The patient is real, schedulable and searchable while it is showing.
  • Closing the wizard mid-way. AveeCare offers to save a draft, but the cleanest habit is to submit with a name and fill the rest in from the patient record.
  • Forgetting the insurance checkbox. Payer, prior authorization and EVV fields only appear once Include insurance, billing, and compliance information is ticked on General Information.
  • Retyping a whole roster. If you are moving from another system, do not do this one patient at a time. Use Import Patient Records instead.

Frequently asked questions

A first name and a last name, then the platform agreements. Those are the only fields the wizard enforces. Everything else on the short path is optional.
Just the basics is three steps: General Information, Platform Consents, Review. Full setup is the same wizard with all twelve steps shown, including contacts, medical history, care goals, documents, disclosures and billing. Both create the same kind of patient record.
You do not need to. Submit on the short path, then open the patient record and edit any tab. If you want the long wizard for a patient you have not created yet, click Back on the chooser and pick Full setup instead.
Because one of the profile fields is still blank: date of birth, gender, address, city, state, ZIP, email or primary language. It is a reminder badge on the Patients list, not an error, and you can schedule visits for the patient while it is showing. There is also an Incomplete setup filter on the Patients list if you want to work through them in a batch.
Yes. All five are required for patient registration, which is why Platform Consents stays in the short path. Agree to all of the agreements below ticks them in one click, and each document is linked if you want to read it first.
The Address box is an address lookup. When you pick a suggestion it writes the street, city, state and ZIP together so the record is geocoded. All four stay editable afterwards.
Yes. Import Patient Records takes a spreadsheet or export file and brings the whole roster across in one pass, including systems AveeCare has never seen.

Keep going

Import Patient Records

Bring a whole roster over from your old software, including systems AveeCare has no preset for.

Remote Onboarding (link-based)

Generate a secure link the patient or family fills out themselves. Tracked from /patients.

Bulk Patient Import (CSV)

Move a whole spreadsheet of patients in at once with row preview, validation, and progress reporting.

Patient list & filters

Material React Table with search, sort, density, fullscreen, column visibility, CSV export.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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