Patients & front desk
Patient records
Search patients, view their history, update contacts and identifiers, and manage insurance.
- Who uses it
- Reception, clinicians, nurses and records staff
- Where to find it
- Patients
1Find and open a patient
- 1
Search
Go to “Patients” and search by name, phone, ID or patient number.
- 2
Open the record
Click the patient. Tabs show the Overview, visits, SHA eligibility, insurance and national registry details.
- 3
Read the timeline
The “Patient timeline” lists visits, admissions, results and payments in order.
2Update details
- 1
Contacts and address
Use “Update contact & address”, correct the phone or address and click “Save changes”.
- 2
Identifiers
Under “Identifiers” add or correct ID numbers, SHA numbers and so on.
- 3
Insurance
On the Insurance tab click “Add insurance”, choose the provider and scheme, and enter the member number, principal member and relationship. Click “Save insurance”.
3From the patient page you can also
- 1
Check in
Click “Check in” to start a visit.
- 2
Book an appointment
Click “Book appointment”.
- 3
Start an SHA visit
Click “Start SHA visit” for SHA-covered care.
- 4
Link from another branch
If the patient was registered at another branch, use “Link to my branch” so you can serve them here.
Need help with this? Our team can show you on a call.
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