The Patient Tab is located in the top bar on the dashboard in both the cloud and the local app. This is where you will find all of the information connected to a patient record. When you open the tab you will see a search bar and a list of patients at the left. You can use either one of these tools to find a specific patient record or click Create New Patient to add a new patient record.
When you select a patient name you will see the entire patient record and within that you will see six tabs.
Patient Details: This is where you will find the patients contact information, insurance information, general health information, health history, attached documents and notes.
Appointments: Any appointment that has been created for this patient can be found here. The list can be filtered by upcoming, past or all appointments.
Collected Data: All data will be displayed in this tab. Data is organized by the date it was collected. You can limit the amount of images visible by time.
Posting: Post new procedures for patient and view all previous postings.
Treatment Plan Builder: Create a customized visual treatment plan to share with your patients. Include images, notes and procedures to help understand the treatment they need and why.
Tasks: Create new task associated with the patient and view all previous task associated with the patient.