Patient Profiles & History

Before you start

Each patient your organization sees has a client profile with their details and clinical history. You'll need a role that can view clients, like business owner or dispatcher. Nurses see the patients on their own appointments.

Step 1: Find a patient

1. In the side menu, select Clients.
2. Every patient your organization has seen is listed with their contact details. Sort or filter any column to find someone.

Step 2: Add a patient

1. Select New profile, for example after taking a booking by phone.
2. Enter their name, date of birth, contact details, and address.
3. Select Save.

Step 3: See their profile and history

Select a patient to open their profile. You'll find:

• Client Details: name, email, phone, date of birth, sex assigned at birth, address, time zone, and internal notes. Select the pencil to edit.
• Appointments: upcoming and past visits. Select View all for the full list.
• Their clinical record, intake forms, signed consent forms, and medical orders.

Tips

• Keep addresses current. The address decides travel fees and which providers can be matched.
• Use Internal Notes for things your team should know, like a gate code or a preferred arm for IVs. Patients don't see them.