The patient list: searching, VIPs and archiving

The Patients page is your patient directory. It shows name, date of birth, phone, email and marketing consent for each patient. The count at the top matches your selected tab and current filters. The Last activity column does not currently show activity data.

Searching

Use the search box to Search by name, email or phone. This works within whichever tab you are on, so you can search archived patients too.

Use the Marketing consent dropdown to choose Any consent, Email opted in, SMS opted in, Opted out or Never asked. Never asked means neither channel has consent or a recorded withdrawal. A patient can appear in more than one other group, for example if they accept email but have opted out of SMS.

Active and Archived tabs

Next to the search box are two tabs: Active and Archived. Archiving keeps your working list clean without deleting anything; an archived patient's full history, photos and records are all preserved.

Archiving a patient

1. Open the patient's record and go to the Details tab.
2. In the Danger zone at the bottom, press Archive patient and confirm.
3. To bring them back, find them under the Archived tab, open the record and press Unarchive patient in the same place.

Archived patients show an Archived badge next to their name so you cannot mistake the record for a live one.

VIPs

Patients marked as VIP show a VIP badge in the list and on their record. Use it for the people you want the whole team to recognise instantly.

The list shows 50 patients a page, with Previous and Next at the bottom; searching is quicker than paging through.