Patients

Manage your patient database and register patient identifications.

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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.
Demian avatar
Written by Demian
Updated over a week ago

Select/change name order.

Noah avatar
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.
Noah avatar
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
Richard avatar
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.
Richard avatar
Written by Richard
Updated over a week ago

Add a new patient

Learn how to add a new patient to your database
Richard avatar
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
Noah avatar
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.
Richard avatar
Written by Richard
Updated over a week ago

Add treatment history

How to add treatment history
Noah avatar
Written by Noah
Updated over a week ago

How do I add referrals ?

This article explains how to add referrals to your account
Richard avatar
Written by Richard
Updated over a week ago

Patient ID check

How to mark down patient ID is checked twice
Noah avatar
Written by Noah
Updated over a week ago

Merge patients

How to merge patient records
Noah avatar
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)
Noah avatar
Written by Noah
Updated over a week ago