Patients

The record

First name, last name, email, phone, date of birth, history and free notes. The record also shows activity: last visit, patient since, average per plan, and the list of their plans grouped by family.

Creating a patient

1. 1.From the patients list, with the add button.
2. 2.From the home screen, by typing a name into the patient picker.
3. 3.From the Patient tab of a sequence.
4. 4.Automatically at the end of signup, where the practice first patient is created and receives your first plan.

Attaching a plan

The patient chosen while writing the plan follows it all the way to the sequence. You can also attach, change or detach the patient later from the Patient tab. An amendment inherits the patient of the plan it amends.

Authorized contacts

Access to the patient page rests on a list of authorized contacts: the email and phone on the record, plus any address you add while sharing. You manage that list from the Patient tab.

Patient identity belongs to your practice. The same person treated at two practices has two separate records, with no bridge between them.

Payments

Online payment sits alongside what is collected at the practice: cash, bank transfer, and local means. The tracker compares what came in against the quote total.