Creating a patient record
Invite a patient by email or create one mid-booking, then read the longitudinal chart: vitals, diagnoses, notes, labs, and billing in one record.
A patient record is the longitudinal chart. Individual visits attach to it, and everything charted in a visit rolls up here.
The Patients list
Go to Patients in the left sidebar.
Columns show name and email, phone, birth date, Status, Tags, and the date added. Status is either:
- Invited — invitation sent, not yet accepted.
- Active — the patient has accepted and their record is in use.
The right-hand panel searches by name or email, filters by status, and manages tags. Below it, Outstanding A/R shows money owed across patients and Revenue this month shows charges posted, each linking to a fuller report.
Two ways to add a patient
Which route you take depends on whether the patient is in front of you.
Invite them by email
Click Add Patient.
The panel asks for one thing: an Email address. Click Send Invitation and the patient receives an invitation to complete their own details. They appear in the list as Invited until they accept.
This is the lighter route, and it puts data entry where the data is most accurate — with the patient. Use it when you're setting up ahead of a first appointment.
Create one while booking
If someone is on the phone and you're booking them in, you don't need to invite first. In the Create New Visit dialog, click New patient above the Patient field to create a record without leaving the booking flow. See Creating a consultation / starting a visit.
Inside a patient record
Click any row to open the record.
The header carries name, date of birth, an insurance badge (e.g. Insurance Eligible), email and phone, with collapsible Details and Address panels beneath.
The sidebar groups the record:
- Summary, Visits, Notebook, Tasks
- Inputs — Questionnaires, Consents
- Journals — Food Journal
- E-prescribing — DoseSpot
- Dispensary — Lab Reports, Lab Orders, Supplements
- Communication — Chats
- Billing — Quotes, Invoices
Details & Settings sits at the bottom, with Export beside the patient's MRN.
The Summary
The Summary is the clinical picture across all visits, not just the latest one:
- Vitals — most recent reading for each measure with its timestamp; Trends expands to show change over time.
- Diagnoses — coded with SNOMED and ICD-10, e.g. Dysmenorrhea (ICD-10 N94.6).
- Observations — lab values with LOINC codes.
- Allergies — SNOMED coded.
- Medications — RxNorm coded.
- Recommendations — clinical advice given.
- Notes — signed notes, most recent first. Click a note to read it in full, or Generate note to draft a new one.
- Media — uploaded files.
Each section has its own Add action, so you can chart directly into the patient record rather than through a visit.
The coding matters more than it might appear: SNOMED, ICD-10, LOINC, and RxNorm are what let diagnoses flow onto claims and lab values trend correctly. Picking a coded entry rather than typing free text is what keeps billing and reporting working downstream.
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