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Manage Your Patients

Patient records are accessible from the activity feed on the Home tab.

Add a Patient​

Manually​

  1. Tap the + button in the activity feed or via FAB → New Patient
  2. The patient record is created immediately
  3. Open the record and fill in the information in the Details tab

Batch Patient Import​

This feature allows you to import multiple patients from a photo:

  1. Tap FAB → Batch Patients
  2. Take a photo of your patient list (printed list, screen, etc.)
  3. The AI extracts the information and creates the records automatically

Access a Patient Record​

Tap the patient's name in the activity feed to access:

  • Clinical notes
  • Forms
  • Personal information
  • Billing history

Search for a Patient​

Use the search bar at the top of the activity feed to quickly find a patient by name.

New Shift​

Tap FAB → New Shift to clear all patient data from the current shift and start fresh.

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The New Shift action clears all patient data visible in the activity feed. Previously saved notes and forms are not deleted.