Working with patients

See what's available on a patient's record and where to go for each kind of information.

Keep a patient's important health information visible, log conditions and allergies, and record vital signs over time.

Group a set of appointments and invoices under one case, with an optional cap on how much it should cover.

Store referrals, lab results, images, and scans against a patient, organised by category, with a built-in viewer for medical imaging.

ClinyPal's built-in scan viewer — zoom, adjust contrast, measure, and annotate a scan without leaving the patient record.

Review a patient's upcoming and past visits from their record, without leaving to search the calendar.

See every email and text message sent to a patient in one place, without having to check each system separately.

Create a patient record with the essentials, then finish the rest of their details afterwards.

Search for a patient, filter the list, and jump straight into a new appointment or record.

Retire a patient record you no longer need active, bring one back, or remove one permanently when you're certain.

Create concession types so you can charge certain patients a reduced rate that's applied to their invoices automatically.

Give each service a reduced price per concession so patients with a concession are billed the lower rate automatically.

Give a patient a concession so their invoices are automatically billed at the concession rate.

Update a patient's identity, contact information, and communication preferences, and see who changed what.

Check who edited a patient's details, and what the value was before the change.

Make sure staff and outgoing messages use the name and pronouns a patient actually wants.

Make sure a patient in a different time zone sees their appointment time correctly, in reminders and online booking.

Link family members and other connected patients so their relationship is visible on each record.

Control what a specific patient receives by email or text, separate from your clinic's usual defaults.

Add your own fields to every patient record, grouped into sections, so you capture exactly what your clinic needs.

Track how patients find your clinic, so you know which sources of new patients are actually working.

Keep a record of referring doctors and other people outside your clinic you communicate with.