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Patient Record

A patient's record is a single page with eleven tabs sharing one URL. Each tab gets its own article here — from clinical notes and body charts to billing history and recall schedules — since each one is substantial enough to deserve real depth.

12 articles Last updated June 14, 2025

The Patient Record: Overview

How the patient record page is organized into tabs, and what each tab covers.

Patient Record: Details Tab

Where core demographic, contact, and custom field information lives on a patient record.

Patient Record: Clinical Tab

How to use body chart annotations and the DICOM medical imaging viewer on a patient's Clinical tab.

Patient Record: Notes Tab

How clinical and treatment notes are recorded on a patient's Notes tab.

Patient Record: Appointments Tab

How to view a patient's appointment history and upcoming visits from their record.

Patient Record: Forms Tab

How to fill out and review forms assigned to a patient, including body chart fields.

Patient Record: Documents Tab

How uploaded files and documents for a patient are stored and reviewed.

Patient Record: Billing Tab

How to view and edit a patient's billing settings and credit history from their record.

Patient Record: Letters Tab

How to generate and send letters to a patient using Letter Templates.

Patient Record: Payments Tab

How to review the payment history for a single patient from their record.

Patient Record: Recalls Tab

How to view a patient's recall schedule and see when they're due for a follow-up.

Patient Record: Communications Tab

How to review the SMS and email message history for a patient, including confirmations, reminders, and broadcasts.

Other categories

Getting Started with ClinyPal Getting Started Scheduling Online Booking Patients Billing & Payments Products Communications

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