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Patients and Shifts — Web App

Patient records are created and reviewed from the dashboard. They stay tied to the current shift so notes, forms, and billing entries remain grouped under the correct clinical session.

Create a Patient​

  1. Open Home
  2. Confirm the current shift date and workplace
  3. Click New patient from quick actions
  4. Complete the information in the Details tab

The patient is added to the current shift activity feed. You can then open the record to add notes, forms, or billing information.

Complete Details​

In the Details tab, you can enter:

  • full name;
  • RAMQ number and expiry;
  • date of birth;
  • file or consultation number;
  • phone number and location.
tip

The date of birth is important when sharing forms with a patient. It is used to protect access to shared documents.

Use Patient Record Tabs​

A patient record has four tabs:

  • Details: Patient administrative information.
  • Notes: Voice or manual notes linked to the patient.
  • Forms: Generated forms, PDFs, printing, downloads, and patient sharing.
  • Billing: Diagnosis, visits, and billing codes for this patient.

Delete a Patient​

From the patient record header, click Delete. Deletion is permanent and removes the information linked to that patient record.