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Patients

Adding patients, their records, and what they can do on their own.

3 articles

Adding a patientCreate a patient from just a first and last name, optionally email them a portal invitation, then fill in the record yourself or send them a setup link to do it.5 min read

The patient portal and self-serviceWhat patients can do on their own device — setup links, intake, insurance, consents, booking, and payment — and how you enable each piece.4 min read

Building care plansBuild a reusable protocol once, apply it to any patient, and publish a plan they follow between visits — goals, recommendations, tasks and shared photos, with every published version kept.11 min read

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