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  3. Patient Details

Patient Details

How to set up notes, payment information, reminder preferences and personal details for individual patients

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  • Patient Profiles
  • Patient Profile General Page
  • Customised Patient Profiles
  • Patient Funding Information
  • Message History
  • Emergency Contacts
  • Patient Profile Types (Full, Dependant and Contact Only)
  • Patient/Client Terminology (changing what "patients" are called)
  • Patient age display settings
  • Patient Alerts
  • Manage patient communication preferences
  • Adding Files to Patient Profiles
  • How do I send an individual email or SMS to a patient?
  • How do I delete or merge a patient I created twice?
  • How do I delete a patient?
  • How can I record a patient's consent/signature for treatment or terms and conditions?
  • I can't find a contact/patient. Can I create a list of contacts?
  • I'm not seeing a patient anymore. How do I archive/discharge the patient?
  • How can I stop my notes from being accidentally deleted?
  • Where can I find information my practitioner has shared?
  • As a patient, how do I add scanned files to my notes?
  • How do I add notes to an appointment?
  • Can I change the name of clinical notes?
  • I processed a rebate but the patient's bank account was wrong. What do I do?
  • I updated patient details but now I can't find them.
  • How do I add contact details for divorced parents?
  • Add an Individual Healthcare Identifier (IHI) for a patient

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