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Front desk

Create and maintain a patient profile

Keep contact details, appointments, balances, messages, and care history in one reliable record.
Who this is for
Receptionists, doctors, administrators, and owners
Where to go
Patients
What you will finish
The clinic has one accurate profile for the patient.

Before adding someone

  1. Search by name and phone number.
  2. Open likely matches and compare contact details.
  3. Create a new profile only when the person is not already listed.

Add or update details

  1. Enter the name and a working contact method.
  2. Add only information the clinic needs for care and communication.
  3. Save changes and confirm the details shown at the top of the profile.
  4. Use the profile tabs to review appointments, messages, payments, packages, documents, and follow-ups.

Correct a mistake

  1. Open the patient's profile and edit the incorrect field if your role allows it.
  2. Do not replace one person's details with another person's information.
  3. For a duplicate or a sensitive correction, ask an owner or administrator to review it.
  4. Record important patient requests, such as preferred contact or a correction, in the proper patient area.
Patient careWrite, review, and finish a visit recordCommunicationHelp a patient use their private portalMoneyCreate an invoice, take payment, and manage a balance