Patients

Managing patient records and registration

9 articles

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

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