---
title: "How to Create a Patient in PatientNow Essentials From Aesthetix CRM"
description: "Learn how to manually create patients in PNE from Aesthetix CRM"
url: https://help.aesthetixcrm.com/en/articles/1132-how-to-create-a-patient-in-patientnow-essentials-from-aesthetix-crm
collection: "PatientNow"
updated: 2026-09-01
language: en
---

# How to Create a Patient in PatientNow Essentials From Aesthetix CRM

Learn how to manually create patients in PNE from Aesthetix CRM

This guide explains how to push a contact from **Aesthetix CRM** to **PatientNow Essentials** to create a new patient record.

### Required Fields

Before sending a contact to PatientNow Essentials, make sure the following fields are filled in:

-   **First Name**
    
-   **Last Name**
    
-   **Email**
    
-   **Phone Number**
    

> ✅ _Optional but recommended:_  
> You can also include:

-   **Date of Birth**
    
-   **Gender**
    

These additional fields will be pushed to PatientNow Essentials if provided.

### Creating the Patient

Once your contact has the required details:

1.  **Open the contact record** in Aesthetix CRM.
    
2.  **Scroll down to the Tags section.**
    
3.  **Apply the tag:**  
    Type and select `pnow-create`.
    

That’s it! The contact will be created in PatientNow Essentials within **30 seconds to 1 minute**.

### Optional Automation

-   This process can be set up to **automatically create a patient for every new lead** that enters the system.
    
-   However, this is _not_ the default setup because marketing campaigns can generate spam or unqualified leads — and you likely don’t want these added to your EMR system.
    
-   If you'd like this automatic creation enabled, let your onboarding manager know.