Patient Management

Introduction to Patient Management
This article is an overview of the patient record. Click this link for more articles on patients. Relevant articles are also linked in the steps below. ...
Wed, 4 Jun, 2025 at 8:35 AM
Patient List - search & filtering
The video and image below shows the Patient List - search and filtering.  The Patient list shows all your patients and contacts.  You can filter by ...
Thu, 5 Jun, 2025 at 9:02 AM
Patient action bar and navigation
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 th...
Wed, 4 Jun, 2025 at 8:09 AM
Patient Information
In the video and image below, we show you the Patient Information tab. The information tab holds all your patient’s general information, such as: Cont...
Wed, 4 Jun, 2025 at 8:26 AM
Patient Appointments
In the video and image below, we show you the Patient Appointments tab.  The appointments tab shows a list of all appointments both past and future. For...
Wed, 4 Jun, 2025 at 8:29 AM
Patient Consultations - Treatment Notes & Prescriptions
In the video and image below, we show you the Patient Consultations tab, including Treatment Notes and Prescriptions.  On the Consultations tab you will...
Wed, 4 Jun, 2025 at 8:31 AM
Patient Forms
In the video and image below, we show you the Patient Forms tab. The Forms tab shows all forms submitted by the patient.  You will receive an email ...
Wed, 4 Jun, 2025 at 10:50 AM
Patient Files
In the video and image below, we show you the Patient Files tab. The Files tab is where you can upload and store files that relate to your patient.  ...
Wed, 4 Jun, 2025 at 11:00 AM
Patient Pathology
In the images below, we show you the Patient Pathology tab which includes pathology recorded in SimpleClinic and through i-screen. Add any particular re...
Wed, 4 Jun, 2025 at 11:14 AM
Patient Referrals
The video and image below shows the Patient Referrals tab.  The Referrals tab is a consolidated view of both i-screen referrals and professional referra...
Thu, 5 Jun, 2025 at 1:49 PM