Patients

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.

How to search, filter, and add patients from the main Patients page.

How admins add custom fields to every patient record using the Dynamic Form Builder.

How admins configure clinic-wide patient privacy and consent options.

How to set up the list of referral sources patients can be tagged with.

How to define discount and concession categories that can be applied to billable services.