Manage patient records

The Patients directory contains active and inactive patient records. A patient record brings together personal data, appointments, visits, service packs, cash tickets, files, and clinical documentation.

How to add a patient

1. Open Patients and select New patient or Add Patient.
2. Enter the required personal data, including Name, Surname 1, and contact details.
3. Complete invoicing data when it is needed.
4. For a minor, record the legal guardian information requested by the form.
5. Select Save.

How to find or update a patient

1. Open Patients and use Search or the directory filters.
2. Select the patient to open the profile.
3. Choose the relevant section, such as Personal & invoicing data, Contact information, Patient visits, Service packs, Patient cash tickets, or Attached files.
4. Make the required change and select Save.

How to deactivate or restore a patient

1. Open the patient profile.
2. Select Deactivate patient and confirm.
3. To restore the record, open Inactive patients, select the patient, and choose Activate patient.

Important information

Deactivation keeps the patient data so that the record can be retrieved later. Delete permanently makes the record permanently inaccessible. The directory can be exported to Excel from Export to Excel.

Troubleshooting

• Fill in all fields marked as mandatory before saving.
• If you cannot open or edit a patient, your account may be limited to your own data or specialty data.

Related

• Manage clinical documents and consents
• Record visits, charges, and visit documents