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Patient management lets you see and update patient details, link them to records, and keep information consistent across letters.
1

Patient list

From the dashboard or a dedicated patients area you can see a list of patients. Use search or filters to find a patient by name, ID, or other details.

You should see a table or list of patients with search and filters.

Patient list or search
2

Patient details

Open a patient to view or edit their details. You can see which records and letters are linked to that patient.

Opening a patient shows their info and linked records. Edit details as needed.

Patient detail view or edit form

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Next steps

Create Record

Create a new record for a patient.

Search Patient

Find a patient by name, ID, or other details.