The Patients screen is your directory of everyone the practice sees. It's where you add new patients, keep details up to date, and look back over a patient's visits.
Finding a patient
Use the search box on the Patients list to find someone by name. Type to filter — the list narrows as you go.
Adding and editing a patient
Add a new patient with their core details: name, date of birth, mobile, and gender. Keeping these current matters for more than tidiness:
- Date of birth is what lets you create booking links and is the identity check patients use to open them.
- Mobile is how you share links and reach the patient.
You can edit a patient's details any time from their detail page.
A patient's history
Open a patient to see their profile and a timeline of visits. Each visit shows its title and the vitals captured at the time, so you can give a doctor (or the patient) quick context without digging.
Good to know
- A patient registered at the door via the walk-in QR lands here automatically — no re-typing.
- Be mindful that patient details are sensitive. Share booking and lab links only with the patient they belong to.