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Creating a New Patient and Sending Their Invitation

Create a new patient profile by entering their basic details. The patient is active as soon as you save, and you can then send them an invitation to access your Organisation's white-labelled, Wellifiy-powered Patient App and Patient Web Portal.

📍 Where to Create a Patient

From the sidebar, go to Patient List, then click the + New button in the top-right corner. This opens the New Patient modal. (The + New button is also available on My Dashboard.)

📝 Complete the Fields

The following fields must be completed to save a new patient:

  • First Name – Required
  • Last Name – Required
  • Email – Required (used for the invitation and login)
  • Care Team – Required (select at least one Team Member — every patient's Care Team must include at least one clinician)
  • Patient Group – Required (defaults to "Default" but should be reviewed and changed if needed)

Optional fields include:

  • Identifier (auto-generated when the patient is created; you can edit it)
  • Service Start Date
  • Date of Birth
  • Labels
  • Country
  • Mobile Phone
  • Profile Picture
  • Any patient Custom Fields your Organisation has configured — these now appear directly on the New Patient modal, so there's no need to create the patient first and edit them in afterwards

Once you've filled in the required information, click Save to create the patient profile.

✅ The patient's account is Active immediately — no separate activation step is needed. When the patient books a provider (or a Team Member books on their behalf), that provider is automatically added to the patient's Care Team.

✉️ Sending the Invitation

After the patient is created, a Send Invitation button appears in their Patient Info widget.

When you click Send Invitation, the patient receives an email containing:

  • Download links to the Apple App Store and Google Play Store
  • A Temporary Password

If a valid mobile number is entered on their profile and SMS is enabled for their country, the patient also receives an SMS with the app download links and Temporary Password. SMS delivery varies by region, so don't rely on it as the only channel.

Need to send it again? Use Resend Invitation from the same widget.

🔓 How Patients Log In

To access the platform, the patient should:

  1. Download the Wellifiy-powered app using the provided link (or open the Patient Web Portal)
  2. Tap Log In (not "Create Account")
  3. Enter their email address and Temporary Password

They'll be logged in and prompted to set a permanent password for future access.

🔐 Note: after logging in, patients can go to My Settings in their app (in the side menu) and select Reset Password to change their password at any time.

Next step: ➡️ See Assigning Patients to a Patient Group to make sure the patient sees the right content, providers, and services.