Client Profile
When you click 'View' beside a client record, it brings up their profile which has the same layout as the image below:
The client's name will be shown in the top left of the record, with their contact details laid out below.
Edit & Action
There are two main sections on the patient record.
Edit
Action
Edit
Clicking 'Edit Details' allows you to make changes to the client record.
Actions
At the top of the patient record, there is an action bar.
Appointment - Allows you to create an appointment in the diary
Case - Allows you to add a new case or access an existing case of the patient
Authorization - Allows you to add an Authorization code to the patient record
Note - Allows you to add notes and create Alerts on the patient record.
Contact - Allows you to send an SMS, an Email or add a letter to the patient.
Attach -
Further Details
Under the client details section, you will have the option to view 'Show More' Expand the 'Show More' section and you will be presented with the screen below. This section essentially contains some extra information from the client's profile.
Alerts
You are able to add 'Alerts' to your patient record. You do this by clicking on 'Note' in the action bar at the top of the record.
You are given the opportunity to set that a user must acknowledge this alert every time they open the record by selecting Requires Acknowledgement
When you enter the clients record the alert appears on screen as shown below and you click 'Acknowledge' to close it.
Client Sections
There are 7 sections below the client details. These are:
Appointments
Account
Contacts
Documents
Treatment Authorisations
Clinical Cases
Forms
Appointment
You can view the patients appointments, both booked and historical appointments.
Account
You can view invoice, charges, and payments.
Contacts
Add or view Medical and Client contacts
Documents
Add and view letters, SMS or emails to the client. You can also attach documents to their record.
Treatment Authorisations
This section gives you a brief overview of the client's treatment authorisations, if they have any.
Clinical Cases
When a client has a case open, they will be saved here on their profile.
Forms
When a client completes a form it will appear in this section.







