In the video and image below, we show you the patient action bar and navigation.
On this view you can:
- See both the last and next appointment for that patient.
- Create an Invoice, Treatment Note or Prescription
- Send an ad hoc SMS or an email using content blocks as templates.
- Mark a client as bad, this means they cannot book with you via your online booking.
- Mark a client as a VIP if you need to apply discounts or special offers.
- Delete a patient -> we recommend merging patient files instead of deleting but it is here if you need it. Delete replaces the archive button. Patients who have been deleted, and extra files from merged patients, will still show in the Archive Patients Report and can be restored if archived by accident.
- Add a profile picture by clicking on the patient image -> you can either take a picture or upload an image from your computer.
Click on each tab to see the information listed underneath.
