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Patients

Create and manage patient records, health summaries, and referrals.

12 articles

Complete a Patient Record
How to add Medicare and funding identifiers and emergency contacts to a patient record.
patientsmedicarefundingcontacts
Set Up Patient Recalls
How to schedule follow-up recalls and track them across the practice.
patientsrecallsfollow-up
Tag and Flag Patients
How to segment patients with org-wide tags and highlight risks with patient flags.
patientstagsflagssettings
Manage Referrers
How to build your referrer directory and track referrals back to each provider.
patientsreferrerscontactsgp
Upload Patient Documents
How to upload and organise referral letters, imaging, and other files on a patient's record.
patientsdocumentsfiles
Record Medical History
How to record the presenting complaint, allergies, conditions, and medications on a patient record.
patientsmedical-historyallergiesmedications
Track Patient Referrals
How to record referrals on a patient and track session usage against them.
patientsreferralscdmepc
Merge Duplicate Patients
How to merge a duplicate patient record into the real one, moving every linked record.
patientsmergeduplicatesdata-quality
Invite a Patient to the App
How to create a patient's portal account and share their invite code.
patientsportalappinvite
Let Patients Register Themselves
How the public self-registration link works and where to find it.
patientsintakeself-registrationonboarding
What Patients See in the App
A staff reference for the patient app — what patients can do and how they get in.
patientsportalappexercises
Create a Patient
How to add a new patient record to the practice management system.
patientscreateonboarding