Use the patient card on the app
Everything you can see and do on a patient’s card from your phone.
Table of Contents
Tap Clients, search by name, email, phone or client number, and tap a name. Each part of the card appears only if your role allows it.
What is on the card
Age and contact details. Details lists custom fields, except those set to Hide in mobile app.
Alerts and allergies, shown near the top.
Appointments, split into Upcoming and Past.
Forms, Treatment notes and Photos.
Financials, with Outstanding, On account, Paid to date and the invoice list.
Membership, Packages and Documents.
Notes, with Add note for a new one.
Book from the card
Use the booking button on the card to go to New appointment with the patient already chosen.
Up next
Next, read Create a patient on the app.