The Patient Record: Overview — ClinyPal Help Center Help

One page, eleven tabs

Everything ClinyPal knows about a single patient lives at one address: /patients/record/{PatientId}. Rather than scattering demographics, clinical documentation, billing, and message history across separate pages, ClinyPal organizes all of it into tabs on this one page. Whether you're pulling up a phone number, reviewing an old scan, or checking whether an invoice was paid, you're always on the same page — you're just looking at a different tab of it.

This design has a practical consequence worth understanding up front: because every tab is a view within the same page rather than its own route, switching tabs never changes the browser's URL. That's different from most of the rest of ClinyPal, where moving between sections of the app usually means moving between pages with their own addresses. Once you know this about the patient record, a few things that might otherwise be confusing make sense immediately.

In this article

How the patient record page and its 11 tabs are structured
What the shared PatientHeader shows no matter which tab is open
A quick-reference table of what each tab covers
Why the single-URL design matters when sharing a record or bookmarking it
Links to the full article on each individual tab

A patient record page showing the PatientHeader at the top and the row of 11 tabs (Details, Clinical, Notes, Appointments, Forms, Documents, Letters, Billing, Payments, Recalls, Communications) below it.

The PatientHeader: your constant point of reference

No matter which of the 11 tabs is active, a PatientHeader bar stays pinned at the top of the page. It carries the patient's name, photo, and other key at-a-glance identifiers, so you always know whose record you're in — even if you've clicked through five tabs in a row while multitasking, or you got here by following a link from a report or an appointment.

This matters more than it might sound. Clinic staff routinely have several patient records open across browser tabs, or move quickly between patients while working through a schedule. A header that travels with you across every tab of the record is what keeps you from accidentally acting on the wrong patient — a mix-up that's easy to make and hard to notice once you're several clicks deep into billing or clinical documentation.

What each tab covers

The table below is a map of the whole record. Each row links to the full article on that tab, which goes into the operational detail — this overview is meant to help you find the right tab quickly, not replace the tab-specific articles.

Tab	What you'll find there
<strong>Details</strong>	Core demographic and contact information, plus any custom patient fields your clinic has configured.
<strong>Clinical</strong>	Body chart annotations and, if your clinic uses medical imaging, the full DICOM viewer for reviewing scans.
<strong>Notes</strong>	Clinical and treatment notes documenting what happened during visits.
<strong>Appointments</strong>	This patient's appointment history and any upcoming visits.
<strong>Forms</strong>	Forms assigned to this patient, filled out or awaiting completion.
<strong>Documents</strong>	Uploaded files that don't belong in a structured form or letter, such as referral paperwork.
<strong>Letters</strong>	Letters generated from templates and sent to this patient, with a history of what's gone out.
<strong>Billing</strong>	This patient's billing settings and credit history.
<strong>Payments</strong>	This patient's payment history, with each payment linked to the invoice it covered.
<strong>Recalls</strong>	This patient's recall schedule — when they're due back for a follow-up.
<strong>Communications</strong>	SMS and email message history with this patient, including automated and broadcast messages.

Why the single-URL design matters day to day

Same URL, different tab Clicking between tabs does not change the page URL. Bookmarking the record or copying its link will always take you back to whichever tab happens to load by default, not the one you were looking at when you copied it.

In practice this means the fastest way to point a colleague to something specific is to tell them, in words, which tab to open once they land on the record — "open Sarah Lin's record and check the Billing tab," for instance — rather than expecting a link to drop them directly onto that tab. It's a small habit worth building into how your clinic hands off work between staff, especially during shift changes or when escalating a billing question to a supervisor.