Patients

Manage your patient database and register patient identifications.

13 articles in this collection
Written by Richard, Noah, and Demian

Archiving or deleting a patient

Learn how to archive or delete a patient and what's the difference between them.

Written by Demian
Updated this week

Select/change name order.

Written by Noah
Updated over a week ago

View patient and record logs

How to check views and edits of patient profile details and patient record with log files.

Written by Noah
Updated over a week ago

Export patient details as PDF

This article describes how to export patient details as a PDF document

Written by Richard
Updated over a week ago

How can I select which patient information fields are required?

Learn how to set or edit required or optional patient information fields for a patient profile.

Written by Richard
Updated over a week ago

Add a new patient

Learn how to add a new patient to your database

Written by Richard
Updated over a week ago

General patient notes, attentions, and warnings

Learn how to add notes, attentions, and warnings about a patient

Written by Noah
Updated over a week ago

Mark a patient as "Not welcome" or Prohibit online booking

Learn how to mark a patient as "not welcome" or prevent the patient from scheduling appointments by phone or even online.

Written by Richard
Updated over a week ago

Add treatment history

How to add treatment history

Written by Noah
Updated over a week ago

How do I add referrals ?

This article explains how to add referrals to your account

Written by Richard
Updated over a week ago

Patient ID check

How to mark down patient ID is checked twice

Written by Noah
Updated over a week ago

Merge patients

How to merge patient records

Written by Noah
Updated over a week ago

How do I hide patient details ?

Learn how to hide patient details for specific users (e.g. freelance physicians)

Written by Noah
Updated over a week ago