Articles on: Patient Summary

How do you register a Patient?

To create a new Record for a Patient or Client:

Click on Create -> Patient

Enter the details of your Patient (bear in mind that some information is mandatory, such as First Name and Surname):

Once you are done, click Save Changes

Your patient is now the Active Patient, and you will be able to book Appointments, write Notes, complete Assessments, attach Files, create Letters and Invoices for the Patient

Using the 'Switch' Icon to create a patient

If you a create a new patient from here, only their basic information is captured. The rest can be added to their patient summary when you are ready. 

If you write notes against a patient and click save you will no longer be able to access the 'Switch' function. If you write the notes, don't save them, then switch patients, those notes will be transferred to the new patient.

Updated on: 21/06/2022

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