---
title: Create Patients
description: Learn how to create new patient profiles in Aeon, including entering demographic information and contact details.
---
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1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en)
2. [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en)
3. [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile)
May 1, 2026
# Create Patients
## Steps to add new patient profiles and capture demographics in Aeon.
### Environment
- Staff Role (Practitioners can create and have greater permissions)
- Converting paper Complete Patient Profile or Intake Form to electronic, or transferring information from an existing EMR
### Instructions
🎓 **Training Tip: Did you know you can Invite Patients to Aeon via email** and it will create the Patient Profile for you? To learn more, [click here.](https://help.aeon.health/invite-patients-to-aeon?hsLang=en)Â
1. Click **Patients** in the left column
2. Click **New Patient**
**Training Tip** 🎓: After you fill out the Patient information, you can move over to the second tab, **Personal Information** to enter more data.
3. Enter the data (mandatory fields marked with **\*** )
4. Click **Save**
In Aeon, Staff have stricter permissions regarding adding or modifying data. If there is information about the patient's medical history that should be added to the Patient Profile, you can create some of this yourself.
**Staff Permissions for Patient Profile Information:**
| **Tab** | **Description** | **Staff Permission** |
| --- | --- | --- |
| [Charting](https://help.aeon.health/charting-an-overview?hsLang=en) | These are Chart Notes that a Doctor will create. You can view Chart Notes that have been created, but you can not create your own or edit them. | View Only Timeline Comments |
| [Issues](https://help.aeon.health/issues-an-overview?hsLang=en) | Manage patient medical concerns, whether they're acute, chronic, or resolved. These are created in Chart Notes; therefore, Staff cannot create or edit them. | View Only Timeline Comments |
| [Medications and Prescriptions](https://help.aeon.health/medications-and-prescriptions-an-overview?hsLang=en) | **Medications:**Â These drugs were prescribed to the patient in the past or by another provider outside the clinic or Aeon system. **Prescriptions:** These are medication orders generated through Aeon to be given to the patient or sent to the pharmacy to be filled. | **Medications:** Create, Edit Timeline Comments **Prescriptions:** View Only Timeline Comments [Set Preferred Pharmacy](https://help.aeon.health/how-to-create-preferred-pharmacies?hsLang=en) |
| [Measurements](https://help.aeon.health/measurements-an-overview?hsLang=en) | A tool for keeping track of patient data, like vital signs and clinical metrics. Staff can create and edit, but cannot archive. | Create Edit Timeline Comments |
| [Histories](https://help.aeon.health/histories-an-overview?hsLang=en) | Document, review, and update patient medical histories, covering everything from past medical conditions and surgeries to family, social, and gynecological histories. Staff can view only. | View Only Timeline Comments |
| [Screenings](https://help.aeon.health/screenings-an-overview?hsLang=en) | Help healthcare providers easily create, manage, and set reminders for upcoming prevention screenings for their patients. Staff can create and edit, but cannot archive. | Create Edit Timeline Comments |
| [Immunizations](https://help.aeon.health/immunizations-an-overview?hsLang=en) | Create, track, and manage patient immunization records. Staff can create and edit. | Create Edit Timeline Comments |
| [Allergies](https://help.aeon.health/allergies-an-overview?hsLang=en#permis) | Create, edit, and manage a patient’s allergies and adverse reactions. | Create Edit (own entries) Timeline Comments |
| [Files](https://help.aeon.health/documents-an-overview?hsLang=en) | Store, review, organize, and manage various types of patient and administrative Files/documents. Staff can upload, categorize, and assign Files. Minimal editing of File name, observation date, and category is permitted. | Create (Upload) Categorize Assign for review Minimal Editing Timeline Comments  |
**🚀 Best Practice: ** Upload the paper version of the CPP or Intake Form (if applicable) to the client record to retain a version of it. You can also assign it to the applicable Practitioner, which will show up in their timeline for review. The Practitioner can add additional information to the patient record as they see fit.
- [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content)
- [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here)
- [Training](https://help.aeon.health/training?hsLang=en#main-content)
- [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training)
- [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding)
- [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content)
- [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics)
- [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies)
- [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports)
- [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general)
- [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc)
- [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc)
- [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar)
- [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting)
- [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults)
- [Files](https://help.aeon.health/aeon-features?hsLang=en#files)
- [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories)
- [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations)
- [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox)
- [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues)
- [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements)
- [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions)
- [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile)
- [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions)
- [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources)
- [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings)
- [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings)
- [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration)
- [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks)
- [Settings](https://help.aeon.health/settings?hsLang=en)
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