Patient profile

#Open the record

Left menu → Patients, click the row. It opens on Profile.

#Edit in place

The card Profile Overview holds First Name *, Last Name *, Email *, Phone, Date of Birth, Sex Assigned at Birth, Language preference, Client, Status, Last provider and Mailing address. Type into a field and it saves itself — an indicator beside the label shows the save.

#Add clinical background

Allergies is a comma-separated list (placeholder e.g., Penicillin, Peanuts). Current medications takes a name and a dose per row (placeholders e.g., Metformin and e.g., 10 mg daily) — click Add medication for another. Surgical history and Prior medical conditions work the same way, a name and a year per row (e.g., Appendectomy, e.g., 2019), with Add another procedure and Add another condition.

#Record weight, if the programme needs it

Weight journey takes Current Weight, Peak Weight, Goal Weight, Lowest Adult Weight and Height in feet and inches, and draws a Progress to Goal bar.

#Leave Custom fields alone

If the Custom fields card is present it says "Partner data from the Client API. Read-only here — update via PATCH." It only renders when your client has custom fields turned on and at least one value.

#Open the Forms tab

The card Forms lists what the patient submitted, with the count in its description.

#Find it

Search with Search forms..., or narrow with All categories → Intake or Consent.

#Click View

If your own client owns the form, the answers open immediately. If your provider network owns it, the dialog Viewing Protected Health Information comes first. It asks you to acknowledge that you are authorised to view the record for care coordination, and that your access is recorded in your organisation's audit logs.

#Click Continue

The answers render in a Submitted form viewer. Cancel backs out without opening anything.

#Start the wizard

On the Forms tab, click Request Form. The four-step wizard Request Patient Forms opens — Choose product approval or individual forms, then select items from the table.

#Step 1, Select items

Answer Why are you requesting forms from this patient? — Product approval pulls in the intake and consent forms attached to each product you pick. Individual forms lets you request named forms with no product attached. Then tick items in the Products or Forms table.

#Step 2, Visit preference

Ask patient to book a visit after forms? — No (forms only), Yes — async review is okay, or Yes — live visit requested.

#Step 3, Visit type

Only when you asked for a live visit. Pick which visit the patient should book, and answer Do you want to charge the patient for this visit?

#Step 4, Past forms

Only in product mode. Should the patient complete forms they already submitted in the past? — Yes asks again, No only requests what is missing.

#Send it

Click Send Request, then confirm on Send form request?. A toast reads Form request sent to patient and the request appears under Pending Form Requests.

#Open the Visits tab and click Schedule

The modal Create Visit opens — Select the patient, choose how scheduling should happen, and create the visit.

#Choose the mode

Ask Patient to Schedule creates a pending visit and lets the patient pick a slot. Book Visit for Patient takes a provider slot now and creates a confirmed visit.

#Fill the details

Provider, Visit type, whether it is tied to an order, Notes (optional), and Do you want to charge the patient for this visit?

#Create it

Click Create Visit (or Create Request when you asked the patient to schedule).

#Move an existing one

On the row, choose Reschedule. The modal becomes Edit Visit Schedule and tells you what survives: "Existing order, invoice, charge, and chart links stay attached to this visit."

#If the patient never got the email

Choose Resend scheduling email on the row before you assume something is broken.

#Cancelling

Cancel visit is Client Admin only. It opens Cancel Visit with an optional reason.

#Request a lab

On the Labs tab, click Request Lab. Choose Request purchase (The patient pays for this lab to continue.) or Request lab (The patient pays, or uploads a recent result for you to review.), then pick the Lab and the Consultation to start, and click Send Request.

#Upload a result you were sent

Click Upload Lab, or drag the file onto the tab and drop it on Drop file to upload lab result.

#Add a clinical note

On Documents, click Add Note. Choose a Document Type — Chart Note, Short Note, Short Document or MSO Consultation Notes — add a Title (optional) and write the body.

#Upload a file

Click Upload. Drag and drop one or more image or PDF files, then confirm a document name for each. Each file needs a name and a type: General Document, Patient ID Front or Patient ID Back.

#Deleting is permanent

Delete document? warns "{name} will be permanently removed. This action cannot be undone."

#Use the Comments rail

It is already open beside the tabs, headed Comments.

#Write the note

Click into Add a staff comment… Maximum 4,000 characters.

#Choose the audience — this is the part people get wrong

Set Who can see this comment: Internal means Client users only. Shared means Shared with the provider network. Commercial notes belong on Internal.

#Or speak it

Start comment dictation types what you say straight into the box. Read it back before posting.

#Tidy it up, optionally

Open AI tools and pick Make concise, Improve clarity or Professional tone. It rewrites your draft only — "Review before posting."

#Post it

Click Post comment, then check the badge on the posted note. A green Shared badge means the provider network can read it. Use Edit or Delete if you picked the wrong audience.