Managing patient records and registration
Verify a patient's identity and view verification history from the patient sidebar.
Walk through the patient registration form, including required fields, custom attributes, and patient types.
Use the patient list, filters, column configuration, and command palette to quickly find patients.
Edit patient demographics, contact details, address, GP practice, emergency contacts, and accessibility needs.
Create, view, and end critical safety alerts that display prominently on the patient banner.
How to archive inactive patients and reactivate them when needed, including validation checks.
Use merge suggestions or manual merge to combine duplicate patient records, with full control over which data to keep.
How the patient portal works, what patients can access, and how portal credentials differ from contact details on the patient record.
Generate secure links for patients to book appointments, complete questionnaires, review documents, and make payments.