Profile

Edit profile

This is the main patient page with the text fields at the left. Once you edit any text field in section (3), you will see a topbar with Cancel (1) and Save Changes (2) actions. This topbar pattern is used in many other pages as well.
There are several nested actions you can do inside the patient profile:
  1. 1.
    ​Manage balance​
    Balance - cash advance, already deposited money for further treatments.
    Total Debts - remaining amount for unpaid, or partially paid invoices.
  2. 2.
    ​Patient groups​
    You can create any custom patient group, for example, VIP patients, Black List, Foreigners.
  3. 3.
    You can add any additional identity field to the patient profile. Such as national id type, passport number, driving license, car plate number, etc.

Manage balance

In this window, you can see all financial transactions for this patient. You can pay debts from this window, deposit/withdrawal from the balance, or transfer money to another patient.
  1. 1.
    Available patient balance (cash advance), grouped by deposit type, Card, Cash, Check, Insurance, or Other.
  2. 2.
    Click on this button to add a new transaction - Payment, Deposit, Withdrawal, or Transfer.
  3. 3.
    An icon for the associated transaction type.
  4. 4.
    Additional actions - print a receipt, or delete a transaction.

Patient groups

Use patient groups to segment profiles by some specific parameter. Select checkboxes for active patient groups and click on the Save Changes button at the bottom.
  1. 1.
    Click on this button to create a new group.
  2. 2.
    This icon and Calendar button in (3) will allow you to make a group visible in the Calendar.
  3. 3.
    Other group actions you can use - Edit or Delete group.

Additional Fields

Any other patient details can be added through additional fields. There are 3 formats of fields available - text, date, and phone. Once you added a new field, it automatically becomes visible in the Patient Profile.
  1. 1.
    Enter the new field name and select a field type.
  2. 2.
    Click on the button to confirm.
  3. 3.
    By clicking on this button, You can change the type of the existing custom field.
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Last modified 1mo ago