Working with patients

What the record header tells you, the actions on it, and what each of the thirteen sections holds.

Record the clinical facts that must be seen before treatment, keep medications and history up to date, and log vital signs over time on the Clinical section.

Group an episode of care under a case, cap it by appointments or spend, attach visits, invoices and documents to it, and close it when it's done.

Store referrals, results, images and scans on the patient's record, filter them by category, preview and download them, and archive what's no longer current.

Open a DICOM scan from the patient's documents in the built-in viewer, adjust it, measure on it and read its details.

See a patient's upcoming and past visits on their record, with each visit's status, change history, clinical entries and telehealth chat.

See every email and SMS ClinyPal sent, or tried to send, to a patient, with its status, so you can answer 'I never got a reminder' with facts.

Create a patient record with the few details the form needs, avoid a duplicate, and finish the rest of the record afterward.

Search and sort the patient list, preview a patient without opening the record, and reach the archive, merge and delete actions.

Take an inactive patient out of the everyday list, bring them back, or permanently delete a record and know exactly what deletion removes and keeps.

Create the concessions your clinic offers, such as Student or Pensioner, as the first of three steps to charging reduced rates automatically.

Combine two records for the same person into one, keeping every appointment, invoice, note and document, and know what happens to the record that goes.

Give each billable service a reduced price per concession, so a patient with that concession is invoiced the lower amount automatically.

Set a patient's concession on their Billing section so every invoice from then on uses the concession prices, and check why a discount isn't appearing.

Update identity, contact, referral, tags, related patients, communication preferences and custom fields on the Details section, and what to do if someone else edited at the same time.

Two records of activity on a patient: the change history of their details, and the History of who viewed, printed or downloaded their record.

Record the name a patient goes by and their pronouns, and know where each is and isn't used.

Give a patient who lives in another time zone their own, so their messages and cancellation page show the right local time.

Link family members and other connected patients on a record, with the relationship named, and know the link only shows where you add it.

Set which automatic messages a patient receives and by which channel, their marketing consent and their privacy policy answer, and understand how these interact with the clinic's templates.

Add your own sections and fields to every patient record, per location, with the field types available and where the answers appear.

Keep a short list of how patients find you, set one on each patient, and read the result in the New patients by source report.

Keep referring doctors, specialists, suppliers and other outside people in one list, and use them as a patient's referring doctor or a letter's recipient.

Email a patient a secure link to see and download what the clinic holds about them, and revoke it if it was sent in error.