Use the patient card
Everything about one patient, on one screen.
Click a name on the Clients page to open the card. It has a details panel on the left and the patient's history on the right.
The left panel
The Personal, Relationships and Insurance tabs hold contact details, family and emergency contacts, and policies. Labels and status sit above them. Actions holds merge, print, block and delete.
The main tabs
Summary has the Fact Sheet, Timeline and Snapshots.
Appointments lists upcoming, past and cancelled visits.
EMR holds clinical records.
Financials holds invoices, payments and statements.
Communications shows every email and SMS.
Memberships and Packages show what the patient has bought.
Do something from the card
The blue + button at the bottom right opens Create, with shortcuts for a Treatment note, Sale, Prescription and more. To reorder the Fact Sheet, click Arrange and drag the widgets.
Up next
Next, read Edit or deactivate a patient.