Clients
Patient records and profiles.
Create a patient record
Add a new patient and choose what happens next.
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Find a patient
Search, filter and sort your patient list.
Use the patient card
Everything about one patient, on one screen.
Edit or deactivate a patient
Update details, or take a record out of active use.
Merge duplicate records
Combine two records for the same person into one.
Create a client view
Save a filtered patient list you can reopen anytime.
Add alerts and notes
Flag what the team must know before treating.
Block or delete a patient
Stop bookings, or permanently remove a record.
Use the search bar
Find patients, leads, appointments and invoices from any page without leaving your work.
Use advanced search
Combine several details to find the right patient or lead when a name alone is not enough.
Find inactive patients
Bring deactivated patients back into view with a tab, a saved view or advanced search.
Go back to the default client view
Leave a saved view and return to the full list of patients in two clicks.
Look up an address by postcode or ZIP
Fill in a patient's address from a postcode instead of typing every line by hand.
How address fields change by country
The address form adapts to the country you choose, including regions, lists and PO boxes.
Use the next steps window
Carry straight on after adding a patient: book, send forms, take payment or finish the record.
Create a referral
Send a patient to another provider with a professional referral document and clear instructions.
Write and send a referral letter
Use the letter tools on the patient card to write to a provider outside your clinic.
Track and update referrals
Follow each referral from request to outcome by keeping its status up to date.
Save and insert referral snippets
Keep the instructions you repeat in one place and add them to a referral in two clicks.
Use quick actions when you hover a name
Message, call or open a patient or lead from any list without leaving your place.
Manage specialist, GP and pharmacy directories
Keep the outside professionals you work with in one list, and see which patients they serve.
Change which fields are mandatory
Decide what staff must fill in before they can save a new patient record.
Customise the new patient form
Choose which fields appear on the create form, and put them in the order your team works.
Customise the summary tab
Choose which widgets show on the patient card's summary, and arrange them your way.
Understand the Appointments page
See every appointment in a date range, with the service, staff and payment details for each.
Raise an invoice from the patient card
Open checkout from an appointment on the card, with that day's visits already loaded.
Add money to a patient's account
Take a prepayment now, then let the patient spend the balance on a future visit.
Share invoices with patients
Send an invoice by email or SMS after checkout, or from the card at any later time.
Use the Letters page
See every letter your clinic has written and work through what still needs typing or sending.
Assign a letter and view its activity
Hand a letter to the next person, and see everything that has already happened to it.
Issue and redeem a gift voucher
Sell a voucher at checkout, then use it to pay for an appointment, service or product.
Sell a gift voucher from the card
Start a voucher sale from the patient's record, with their details already filled in.
Labs overview
Track every lab request on one board, from creation through review of the results.
Connect Quest Diagnostics
Link your Quest account once, so clinicians can order tests and receive results directly.
Sync Quest Diagnostics results
Results arrive on their own, but you can also pull them in and choose what to import.
Order a Quest Diagnostics test
Place a Quest order from the patient's record and get results on the same request.
Connect Labcorp and sync results
Link your Labcorp account, bring results into patient records, and open ordering from the card.
Order a Labcorp test
Start an order on the patient card and finish it in Labcorp's own ordering portal.
What to do when lab results stop syncing
Read the status on the lab's card, fix the sign-in, and catch up on results you missed.
Track requests in the lab queue
Check what was requested, sent and received, and see exactly what went to the lab.
Record a patient problem
Add a coded diagnosis to the chart so the whole care team sees the same active problems.
Create a medical history questionnaire
Build the intake form patients complete before their first visit, with the right questions.
Save a treatment note as a draft
Stop part way through a note, save your work, and finish it after the patient has gone.
Create a treatment form
Build the template clinicians use to record what happened during an appointment.
Create a patch test from the calendar
Record a required patch test when booking a service that needs one, without leaving the panel.
Require a patch test for a service
Stop a service being booked until the patient has a patch test on their record.
Use the Care dashboard
See which forms were sent, finished and still outstanding before appointments begin.
Use the Plans page
See every plan built for your patients, track conversion, and work through follow-ups.
Build and send a treatment plan
Combine services, packages and products with prices, then send it to accept, sign and pay.
Create and use plan templates
Save the plans you send most often, so a new plan fills in with one click.
How patients view, sign and pay for a plan
What patients see when they open a plan, from the first page through to booking visits.
Take payment for a plan and book visits
Collect payment at the clinic, combine plans into one sale, and schedule the treatment.
Change plan settings
Choose the plan types you offer, the services that book a plan, and fee breakdowns.
Edit the email subject of a notification
Change the subject line patients see on automatic booking, reminder and cancellation emails.