{"id":41,"date":"2026-08-04T17:54:23","date_gmt":"2026-08-04T15:54:23","guid":{"rendered":"https:\/\/praxis.simplygest.es\/academy\/?p=41"},"modified":"2026-08-04T17:54:23","modified_gmt":"2026-08-04T15:54:23","slug":"como-crear-un-paciente-cliente","status":"publish","type":"post","link":"https:\/\/praxis.simplygest.es\/academy\/2026\/08\/04\/como-crear-un-paciente-cliente\/","title":{"rendered":"C\u00f3mo crear un paciente\/cliente"},"content":{"rendered":"\n

En este art\u00edculo te explicamos c\u00f3mo crear una nueva ficha en SimplyGest Praxis. El nombre del men\u00fa se adapta al sector que elegiste al configurar la aplicaci\u00f3n, pero el funcionamiento es el mismo.<\/p>\n\n\n\n

Crear una ficha nueva<\/h3>\n\n\n\n
    \n
  1. Entra en Pacientes\/Clientes desde el men\u00fa principal.<\/li>\n\n\n\n
  2. Pulsa Nuevo paciente o Nuevo cliente.<\/li>\n\n\n\n
  3. Escribe el nombre y completa los datos b\u00e1sicos que necesites.<\/li>\n\n\n\n
  4. Si trabajas con un equipo, elige el profesional asignado.<\/li>\n\n\n\n
  5. Pulsa Guardar para crear la ficha.<\/li>\n<\/ol>\n\n\n\n

    \u00bfQu\u00e9 informaci\u00f3n puedes guardar?<\/h3>\n\n\n\n

    Adem\u00e1s del nombre, puedes guardar datos de contacto, fecha de alta, tipo de paciente\/cliente, notas y otros campos adaptados a tu sector. Si tienes activa la facturaci\u00f3n, tambi\u00e9n puedes completar sus datos fiscales.<\/p>\n\n\n\n

    No necesitas rellenarlo todo de una vez. Guarda primero la informaci\u00f3n que utilizas a diario y completa el resto cuando lo necesites.<\/p>\n\n\n\n

    Dar acceso al portal<\/h3>\n\n\n\n

    Crear una ficha no obliga a dar acceso al portal. Si tu plan incluye invitaciones, puedes enviar el acceso m\u00e1s adelante mediante un enlace o c\u00f3digo QR, sin tener que crear otra ficha.<\/p>\n\n\n

    \n
    \"Invitaci\u00f3n<\/figure>\n<\/div>\n\n\n

    Una vez creada la ficha, consulta La ficha del paciente\/cliente<\/a> para conocer toda la informaci\u00f3n y las herramientas disponibles.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Aprende a crear una ficha y a guardar los datos b\u00e1sicos de un paciente\/cliente.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-41","post","type-post","status-publish","format-standard","hentry","category-pacientes-clientes"],"yoast_head":"\nC\u00f3mo crear un paciente\/cliente | SimplyGest Praxis Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/praxis.simplygest.es\/academy\/2026\/08\/04\/como-crear-un-paciente-cliente\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"C\u00f3mo crear un paciente\/cliente | SimplyGest Praxis Academy\" \/>\n<meta property=\"og:description\" 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