Patients — overview
The Patient section in the sidebar is where everything about a person lives — their contact details, insurance, prescriptions, invoices, files, appointments, and the notes/calls/SMS you've exchanged with them.
Open it from the sidebar → Patient. You land on a page with three tabs at the top:
- Patient Search — find any patient in the system by name, DOB, phone, address or insurance.
- Recall List — patients you've flagged for a follow-up call or a return visit.
- Patient Credit — patients with outstanding credit at your store. See Patient credit.
Clicking a patient from any of these tabs opens their patient card — a dashboard of everything about that patient. See The patient card.
What you can do from here
- Search for a patient — see Patient search.
- Work through your recall calls — see Recall list.
- Open a patient's full record — click their row in any results table; it takes you to their patient card.
- Add a new patient — the fastest way is from the appointment window when booking (see Add a new patient during booking). Add Patient also sits in the bar across the top of every page, next to Lookup Frame and Check Gift Card.
What lives inside the patient card
Every patient has one card with nine widgets (basic info, recent Rx, invoices, insurance, files, last appointments, SMS, emails, calls) plus separate detail pages for insurance, individual prescriptions, invoices, lab tickets and files. See The patient card.