Patient Profile

Create patient profiles, and manage it

Victoria avatar JR avatar Andrew avatar
19 articles in this collection
Written by Victoria, JR, and Andrew

Add, Edit, or Delete a Patient Profile

create a profile for a new patient or edit their profile
Victoria avatar
Written by Victoria
Updated over a week ago

Store Credit Card to the Patient Profile

Add or change credit card information in the profile for future checkouts and cancellation fees application.
Andrew avatar
Written by Andrew
Updated over a week ago

Export Photos or Procedures

export procedure images or photos
Victoria avatar
Written by Victoria
Updated over a week ago

Add, Edit, or Delete Customer Notes

Manage Customer Notes
Victoria avatar
Written by Victoria
Updated over a week ago

Merge Duplicate Patient Profiles

Merge duplicate profiles of a patient via web
JR avatar
Written by JR
Updated over a week ago

Filter in the Patients Tab

​Pull extra reporting aspects from your patients list:
Andrew avatar
Written by Andrew
Updated over a week ago

Edit the Patient Profile

Edit profile photo and patient information from the app or control center
Andrew avatar
Written by Andrew
Updated over a week ago

Do not Call via Patient Profile

Find out what do not call does in AR.
Andrew avatar
Written by Andrew
Updated over a week ago

Export client List

Exporting Patient Lists
Andrew avatar
Written by Andrew
Updated over a week ago

Add a Referral Source to a Patient's Profile

add the referral source into a clients profile
Andrew avatar
Written by Andrew
Updated over a week ago

Import Patient List

Bulk Importing Patient Data
Andrew avatar
Written by Andrew
Updated over a week ago

Sort Client List

Alphabetize Client List
Andrew avatar
Written by Andrew
Updated over a week ago

Use Hashtags

Hashtag your procedure notes and customer notes
JR avatar
Written by JR
Updated over a week ago