The Patients section is the hub for all patient records in your clinic. From here you can search for existing patients, view their profiles, and create new records.
The Patient List
Navigate to Patients in the sidebar (/dashboard) to see all patients registered in your clinic.
You can also reach any patient from anywhere with ⌘K — type p: followed by a name or date of birth.
Searching and Sorting
- Search — Type a patient’s name in the search bar. Results update automatically after a short pause.
- Sort — Use the sort dropdown to order patients by:
- Recently Added — newest patients first (default)
- Name A–Z — alphabetical by last name
- Last Seen — most recently visited patients first
Patient Cards
Each card in the list shows:
- Patient full name
- Email address and phone number
- Time since last visit (e.g., “3 days ago”, or “Never seen” for new patients)
- An action menu (three dots) for quick actions
Action Menu
Click the three-dot menu on a patient card to:
- Edit — update the patient’s profile
- Delete — permanently remove the patient record (requires confirmation)
Clinic Statistics
At the top of the patient list, summary statistics are displayed:
- Total Patients — all-time count
- New This Month — patients created this calendar month
- Seen This Week — patients who had a visit in the past 7 days
Creating a New Patient
Click the New Patient button (top right of the patient list) to open the creation form.
Required fields:
- First name
- Last name
Optional fields:
- Email address
- Phone number
After creating the patient, you will be redirected to their profile where you can fill in additional details.
The Patient Profile
Click any patient card to open their full profile at /dashboard/patient/:id.
The profile is two parts: a header that is always there, and below it a dashboard of cards you arrange yourself.
The Header
The header at the top of the profile displays:
- Patient name
- Contact information (email, phone)
- Last visit date
- Total visit count
- No-show count
- An Edit button to update the patient’s profile
Editing a Patient
Click Edit to update:
- Personal Information — first name, last name, email, phone, internal notes
- Demographics:
- Date of birth
- Health card number
- Emergency contact (name, phone, relationship)
- Address (line 1, city, state/province, country, postal code)
The Profile Dashboard
Below the header, the patient profile is a dashboard you arrange yourself. Cards can be moved, resized, removed and re-added, and you can keep several dashboards side by side as tabs.
Each dashboard is either global (applies to every patient) or scoped to one patient, and your arrangement is saved per practitioner — your layout is yours, not the clinic’s.
Arranging it
- Click Edit to enter arrange mode
- Drag a card by its handle to move it; drag its corner to resize
- Remove a card with its ✕
- Click Add card to put one back
- Click Done — the layout is saved
Use Reset to return a dashboard to its default arrangement, and the tab controls to add, rename or remove a whole dashboard.
The cards
| Card | Contents |
|---|---|
| Timeline | Everything that has happened on this record, in order — created, visits, charts, forms |
| Treatments | The patient’s courses of care. Click through to the clinical workspace; Add Treatment enrolls them in another |
| Charts | Their clinical notes, including any written straight onto the patient with no record |
| Files | Files attached to the patient. Upload, view in gallery or list, open to annotate |
| Packages | Packages they hold — sessions remaining and balance |
| Patient Intake Forms | Clinic-wide required forms, with Complete / Incomplete status and the form queue |
| Invoices | Billing history with status badges, plus Create Invoice and checkout |
| Insurance Policies | Policies on file — see Insurance |
Related docs: Invoices · Forms · Telehealth & Files · Charts
Checkout from the profile
The Invoices card can take payment directly — card at the till, a package balance, or a payment link the patient settles themselves. See Payments.
Patient Data Model
For reference, here are the key fields stored on a patient record:
| Field | Type | Description |
|---|---|---|
first_name |
string | Patient’s first name |
last_name |
string | Patient’s last name |
email |
string | Contact email address |
phone_number |
string | Contact phone number |
notes |
string | Internal staff notes (not visible to patient) |
last_visit_at |
date | Date of most recent visit |
demographics.date_of_birth |
date | Date of birth |
demographics.health_card_number |
string | Provincial/national health card |
demographics.emergency_contact |
object | Name, phone, relationship |
demographics.address |
object | Full mailing address |
Tips
- Internal notes on the patient profile are staff-only and never shown to the patient.
- A patient can hold several records at the same time — each is tracked independently.
- The Patient Intake Forms card shows clinic-wide required forms only. Forms specific to a service or a visit live on the record page.
- Arrange the dashboard for the way you work. A front desk wants Invoices and Packages up top; a clinician wants Charts and Timeline. The layout is per practitioner, so both can have what they need.
- Use a patient-scoped dashboard for a complex case — a layout that makes sense for one long-running patient rarely makes sense for everyone.
- Patients can create themselves by booking in the portal, so the list grows without front-desk data entry.