Everything about a patient, in one record

Personal details and status in one place

Each record holds contact details, date of birth, address and social security number. A status shows where each patient stands, for example active, recall, completed or other in a dental practice, or active, inactive, archived or other in other practices. Colour tags let you group patients and filter the list.

A card for each course of treatment

Each course of treatment has its own card on the record: the diagnosis, the plan, where it stands, and one line per visit. The next treatment sits at the top with its date, so the question a patient asks at the desk is answered without opening anything. A patient can have several courses, and earlier ones fold away. Your notes stay as they were, below it.

Who sent you the patient

Record who referred each patient: another patient on your file, or a referrer from your own list, such as a colleague, a friend of the family or a channel like Instagram. The referrers list shows how many patients each one has sent, so the question of where your patients come from has an answer rather than an impression.

Notes that keep their history

Clinical notes keep their last 20 versions. An edit never wipes out what was there before, and each change shows who made it and when.

Charges on the same record

Each patient's charges, payments and receipts are on the record too, priced from your own list of services. See billing for what it does and what it does not do.

How each patient wants to hear from you

Each patient chooses how to get reminders: by email, text message or both. They choose it themselves from the link in their confirmation email, or you set it in their record. Reminders only go the way the patient agreed. Booking emails and receipts still go by email, because the patient needs them.

Where it fits

Every practice keeps the same record. Only the words change by field: a dental or medical practice has patients, an aesthetic clinic has clients.

Dental practices also get a dental chart and a gum chart on each record. The dental chart uses FDI numbering and five surfaces per tooth. It keeps existing, planned and completed work apart, with a dated history for every tooth. The gum chart records each periodontal exam and compares it with an earlier one. They also get photos and x-rays on the record, kept as dated sets: initial, progress, retention and final. Two sets can be shown side by side, view by view, to see before and after.

Any part of the record you do not use, such as the treatment card or the dental chart, can be hidden in Settings.

Does your practice need something you don't see here? Let us know, and we will do our best to add it.