Patient

Open a patient from the Patients list.

• Record shows standard details, contacts, notes, custom fields, documents, and the current stage. Choose Edit to change them.
• Attendance lists linked encounters and available summaries. Open a row for the full encounter.
• Payments shows charges, payments, allocations, credit, and the effective price.

Use the Stage control to move the patient through the configured pipeline. Use the prominent assistant action to ask across this patient’s record and history.

Sensitive field values are decrypted locally. Structural IDs, relationships, dates, statuses, and coordination metadata can remain readable to the service.