Patients

The Patients tab lists patients alphabetically and supports stage filters, on-device name search, selection, and bulk stage changes.

Each patient profile has three tabs:

• Record: personal details, contacts, notes, custom fields, documents, and stage.
• Attendance: linked encounters and any summaries available after processing produced them.
• Payments: charges, payments, allocations, credit, and the patient’s dated price setting.

Sensitive patient, clinical, and financial field values are encrypted on-device before storage and sync. Structural IDs, relationships, and coordination metadata remain readable as described in Encrypted values and readable metadata.

Adding a patient

Importing patients

Editing a patient

Patient stages

Patient Assistant

Patient reminders