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Client records

Every patient’s details, consent, relationships and notes.

The patients list has tabs for All, Active, Inactive and New this month. Search covers name in either order, patient ID, email and phone digits.

Each patient opens on a record that holds their details, consent, alerts, relationships and notes.

You can also:

  • Choose what you see. Edit Columns picks the columns and remembers them on your device.

  • Work in bulk. Select patients and add a label to all of them at once.

Find out more on the Clinical records page.