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How to use a clinic patient record
Find administrative patient details without opening a provider's clinical chart.
Open Patients, search for the person, and select their record. The clinic view brings together the information your operations team needs.
| Tab | Use it for |
|---|---|
| Overview | Contact details, care team, and an at-a-glance patient summary. |
| Intake | The intake and consent information available to clinic staff. |
| Appointments | Upcoming and past visits, requests, and attendance history. |
| Billing | Invoices, payments, and the patient's current balance. |
| Manage | Administrative controls, including primary-provider assignment for administrators. |