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Buttons on the client card
Labelled buttons Top right corner New: Creates a new and blank client card to record a new person (patient/clinician/referral doc). Save: Save the current content on the client card. Undo: Will reload the client card without saving any changes. ...
Client card tabs
Name/Addr: This tab is broken into sections: Name of patient along the top – includes titles and aliases. Address – patient address, provider clinic address, or third-party address. Contact for phone and email – notes the reminder preference as well. ...
Client card introduction
Client cards are the records of individuals associated with your clinic, including patients, clinic providers, staff members, and referral doctors. Client cards house all demographic information; including names, addresses (clinic address if a ...
Creating a new client card
Click on the ‘New’ button at the top mid to right corner. Enter the first and last name of the person being added, note these are a shade of pink, this means they are required fields. Select the client type from the dropdown. This is important as ...
Appointments tab
This tab provides a list of all appointments booked with the practitioner’s name shown above, the time the appointment is booked for, and the appointment type. Click on the patient’s name to view some navigation buttons. Access the patient’s chart. ...