Add and delete patients
Add a patient by hand, through an intake link, a questionnaire, an uploaded form or a bulk import, and delete a patient record.
Where to find it: Sidebar → Patients → Add patient
Open this in the portal →Steps
- Open Patients in the sidebar. Press n (outside a text field) to jump straight to adding a patient.
- Choose Add patient, then pick Manual, Intake, Upload form or Bulk import. Under Intake, choose Standard MyDosha Intake Chatbot or Own Questionnaire.
- Manual: fill in the form. Anything about the patient that has no field of its own goes in “Other intake notes”, which then appears under Intake.
- For Standard MyDosha Intake Chatbot, copy the link or send an invitation. Sending an invitation alone creates no record. A record for the resumable intake is created after the patient enters their identity and consents to begin.
- For Own Questionnaire, select a published questionnaire and send it to the patient or choose Complete together. A new patient's record is created when they submit the sent questionnaire, or when you start completing it together.
- To put a patient away, archive them: the record is kept and found under the Archived filter. A practitioner or the owner can archive; only the owner can restore it. To delete permanently, open the record and choose Delete patient. The owner gives a reason; the confirmation lists what is removed and says it cannot be undone; type the patient's full name and your password, then confirm.
Good to know
Deleting is permanent, so check your own retention obligations first. If a patient asks for deletion from their own portal and your practice keeps records under legal retention, the request is recorded instead of deleted: the patient shows a “Deletion requested” badge until you decide.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.