How to Add a Primary Care Physician

In this article, you’ll learn how to add a primary care physician to a client’s profile in Pabau. This allows you to keep important medical contacts organized and easily accessible for each client.

Step 1: Navigate to the Client Card

Log in to your Pabau account and navigate to the client card of the client you want to assign a label to by using the search bar at the top of the screen. 

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Step 2: Access Client Relationships 

Once you've opened the client card, swipe right on the left-hand panel next to the client's photo to navigate to the ''Relationships'' section.

 

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Step 4: Add a relationship 

Once you click on the plus sign, the menu will open up. From there, choose "Primary Care Physician.''

 

Step 4: Add a Primary Care Physician 

Once the window opens up, you will be able to manually add a primary care physician. You can add their name, address, and contact details, and save it. Alternatively, you can mark any location, and our search will give you access to explore our Pabau network.

 

 

Once you have selected or created the primary care physician, click on it, and it will be added to the client card.

 

 


For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.