Patient Record

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

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

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

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

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

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

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

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

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

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

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

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