Patients

Use Patients to view and manage patient records created through appointments, walk-ins, calls, WhatsApp, or web bookings.

Manage patients

1. Open the main menu.
2. Tap Patients.
3. Review the patient list.
4. Use search to find a patient by name or phone number.
5. Open the patient record.
6. Review profile details.
7. Review contact information.
8. Review appointment history.
9. Update patient details if required.
10. Add notes or additional information when available.
11. Save the changes.

Select an existing patient during booking

1. Open Create Appointment.
2. Select Existing Patient.
3. Search and select the patient.
4. Confirm the appointment date.
5. Confirm the time slot.
6. Confirm the service and appointment mode.
7. Tap Create.