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Choose what patients see about their health

Decide which health records appear in the portal, and what patients are allowed to change.

Table of Contents
  • Go to Setup, then Client Portal.

  • Scroll to the clinical features on Essentials.

  • Turn on Medical history, Medications, Allergies, prescriptions, GP details and My vitals as you need.

  • Choose what patients can change, such as Allow clients to add or edit allergies.

Up next

Next, read Let GLP-1 patients log check-ins.