Adding & Managing Patients

Create patient profiles and manage their information.

Adding & Managing Patients

Keep comprehensive records for all your patients.

Creating a New Patient

  1. Go to Patients page
  2. Click Add Patient
  3. Fill in required fields: first name, last name, phone
  4. Add optional details: email, ID number, date of birth, gender, address
  5. Click Save

Patient Profile

  • •Overview — Contact info, upcoming appointments, active lab work
  • •Appointments — Full appointment history
  • •Service History — Past treatments and procedures
  • •Treatment Plan — Planned treatments with teeth chart
  • •Documents — Files, forms, and attachments
  • •Billing — Invoices and payment history

Searching Patients

Use the search bar to find patients by name, phone number, email, or ID number.

Patient Tags

Tag patients for filtering and organization (e.g., VIP, Insurance, Needs Follow-up). Manage tags from the patient profile.

Medical History & Anamnesis