You can easily add a new patient from your clinician portal.
Click New Patient at the top of your dashboard.
Select Add New from the dropdown.
Enter the patient's name and email address, then click Next.
You will see a list of all available forms.
Forms marked as default by the clinician will be pre-selected.
For each form, you can see the name and type: PDF to sign, PDF to read, or fillable.
Use the search bar at the top to quickly find forms.
Select all the forms you want to send to the patient.
Click Invite Patient to send the onboarding link instantly.
That’s it — your patient will instantly receive an email invitation to join your practice on Allia!
💡 Tip: Make sure the email address you enter is correct — this is how the invitation and future notifications are sent.