Patient Management

Search for a patient

Add a new patient

Edit a patient's details

Delete a patient

Patient state (active/inactive/deceased)

Patient Overview

Patient statuses

Contact Permissions

Patient Documents & Images

Patient Forms

Patient Communications

Patient notes

Patient alerts

Send an appointment confirmation

Export patients

Send ad hoc email

Email invoices, documents and images

Create Letter Document

Patient products overview

Edit allocation

Edit patient product details

Delete a product

Patient Transactions (including refunds)

Edit or delete a patient transaction

Patients audit log

Manage a patient's marketing groups