Finding your way around the patient record
Last updated
The patient record is one page with a shared header, a safety banner and a row of tabs. The header and the banner remain above the content whichever tab you choose, so an allergy or a critical alert does not sit behind a tab. On a phone the tab row scrolls sideways.
The header
The top of the record shows the patient's name, age and date of birth, a VIP badge if set, when they registered, their portal status (Invite to portal, Invite sent immediately after sending, Invited with the date, or Portal account active) and their upcoming and past appointment counts. New invoice sits beside it. If available, Add appointment opens booking from the record. Invitation controls require an active patient with an email address and email contact enabled. You may also see Details incomplete or Archived.
The safety banner
Below the header, above the tabs, is the allergies and alerts banner. Allergies always come first, and the banner says so if none have been confirmed. A critical allergy or a critical alert turns the panel red. Team members with clinical access also see a count of unresolved complications here; click the count to jump to the log.
The tabs
- Overview: next appointment, last visit, recent photos, allergies, alerts, the three most recent notes and the account position.
- Appointments: upcoming and past bookings. A notice tells you if only part of the history is available.
- Forms & documents: forms sent to this patient and their status, with Send a form, and the Documents card for files you keep on the record.
- Photos: take or upload photos, tag them as before, after or other, and open the Before / after comparison view.
- Clinical: treatment records with their notes, product lines and maps, and the complications log.
- Billing: appointment balances, account credit, loyalty, memberships and packages, and payment history.
- Messages: the emails and texts sent to the patient.
- Details: the Demographics card, Consent, ID checks, clearances, and the Danger zone with Archive patient. Owners also have Merge duplicate.
Team members without clinical access see a notice in place of notes, treatment records and photographs.