Patient records
Everything a patient's chart holds, and how to create, edit, and transfer it.
The Patients page lists every patient in your clinic. Each patient also appears as record cards when you look them up in the chat.
What a record holds
| Section | Contents |
|---|---|
| Demographics | Name, age, sex, file number (MRN), primary care provider, status |
| Alerts | Important flags shown prominently — e.g. severe allergies, fall risk |
| Vitals | Blood pressure, heart rate, temperature, SpO₂, when they were taken — with small trend charts |
| Allergies | Substance, reaction, and severity |
| Medications | Name, dose, and frequency |
| Problems | The problem list, with "since" dates |
| Labs | Recent results with abnormal flags and a trend chart |
| Encounters | Visit history: date, type, provider, and a summary |
Managing records
Creating a patient
- Click Add patient — on the Patients page or right from the chat input.
- Fill in demographics. The file number must be unique in your clinic; it's how you'll look the patient up later.
- Optionally add allergies, medications, problems, labs, and encounters — each section is a list you can add rows to.
- Choose a primary provider (the clinician responsible for this patient) and save.
Editing
Open a patient (from the list or by clicking a record card in chat) and click Edit. The same form opens with the current data filled in.
Who can edit what
Doctors, members, admins, and owners can edit full records. Reception can create and edit demographics only — clinical sections (medications, labs, problems, encounters) are not visible to them. Pharmacy and Lab can read records, and Lab can additionally append analysis results from the Lab dashboard. Details in Roles & permissions.
Transferring a patient
When care moves from one clinician to another, open the patient and use Transfer to pick the new primary provider. The transfer is recorded in the activity log.
Deleting
Deleting a patient removes their record from the clinic and is restricted to roles with delete permission (owner and admin). Like every change, it is recorded in the activity log.