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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