Create a person
Create one record for the person whose questionnaire answers you want to collect.
Requires: A professional login with person creation available. If your instance restricts creation to presets, you need an available preset.
- Open People and search for the person first.
- Select Create person.
- Choose the appropriate person preset if a selector appears. Use your clinic's preset when one is provided.
- Check the Alias. Status may generate it automatically; otherwise enter a unique alias.
- Complete the fields shown by the preset. Names and email fields depend on your instance and its personal-data settings.
- Select Add. Confirm that the person appears and note their alias.
For a synthetic practice record, use Demo-01 if aliases are editable. Otherwise use the generated alias throughout the tutorial.
Defaults and personal details
Preset tags and some other defaults may be locked. If a required preset is missing, check your membership in its owner group with an administrator.
Email is required when email notifications are selected and the email field is available. A disabled personal-details section can mean that your instance's personal-data service is unavailable; it does not mean the person needs to be recreated.
Existing staff details may be managed through your organization's login system.