One record, everything about the patient
A patient's record brings together their details, clinical history, appointments, billing, and communications in one place. Along the top, you'll always see their name, status, next appointment, and current balance at a glance before you go any further.
A patient record's header showing name, status, next appointment, and balance.
Where each thing lives
| What you need | Where to find it |
|---|---|
| Contact and identity details | Edit a patient's details |
| Medical alerts, health history, vital signs | Medical alerts, health records, and vital signs |
| Upcoming and past visits | Appointment history |
| Treatment notes | Write a treatment note |
| Forms sent to the patient | Send a form to a patient |
| Letters written for the patient | Create a letter for a patient |
| Invoices and their status | Find and review invoices |
| Payments and account credit | Understand a patient's account credit |
| Recalls due | Set a recall for a patient |
| A case or course of care | Track a patient case |
| Uploaded documents and scans | Upload and organise patient documents |
| Emails and texts already sent | Review a patient's communication history |
Starting a new appointment or invoice from here
You don't need to leave the record to start something new — book their next appointment or raise an invoice directly from the actions at the top, and it's linked to this patient automatically.
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