A patient record holds everything the clinic knows about one person, split into sections so the right people see the right parts. This is the map.
- The sections of a patient record and what lives in each
- Who can see which section
- Where to go for the common tasks on a record
The header
Whatever section you're in, the header stays: the patient's name, their email and phone as links you can select to email or call, any tags such as Interpreter required or High risk, and an Archived label on an archived patient; Unarchive is on their Details section. Allergies are reachable from the header too, so a practitioner never has to go looking. If the record belongs to a location you don't have access to, it doesn't open: This patient record doesn't exist or isn't available at your location.
- New appointment opens the calendar with this patient chosen.
- Send SMS, on the Details section rather than the header, sends a one-off text to the patient's mobile; see Send an SMS to a patient.
- History lists who has opened, printed or downloaded this record and every change made to it, with who and when; see See what changed on a patient's record.
- Merge, Delete and the data-sharing action are covered under Merge duplicate patients, Archive, restore or delete and Give a patient a copy of their records.
The sections
| Section | What's there |
|---|---|
| Details | Identity, contact, tags, related patients, communication preferences and custom fields. Edit a patient's details. |
| Clinical | Allergies, medications, alerts, health records and vital signs, with a timeline. Clinical details. |
| Notes | Treatment notes. Write a treatment note. |
| Appointments | Upcoming and past visits with their history. Appointment history. |
| Cases | Episodes of care with optional caps. Track a patient case. |
| Forms | Forms sent to the patient and their answers. Send a patient form. |
| Consents | Consent forms requested, signed or recorded in person. |
| Documents | Uploaded files, including scans. Upload and organize documents. |
| Letters | Letters written from templates. Write a letter. |
| Account Summary | What the patient owes and holds in credit, what's outstanding by age, the last 90 days of account activity, and Print statement. |
| Billing | Invoices, concession, referral source and invoice settings for this patient. Find and review invoices. |
| Payments | Payments, refunds and account credit. Account credit. |
| Recalls | When the patient should come back. Set a recall. |
| Communications | Every message sent to the patient. Communication log. |
Which sections you see depends on your role: a receptionist doesn't see Clinical or Notes, and a bookkeeper sees the record read-only apart from Billing and Payments.