Patient Records & Documents

Every patient's story lives in one place: every visit, treatment done, prescription issued, payment made and clinical note, laid out on a single chronological timeline — the same record the doctor sees at the chair and the receptionist sees at the desk, at the same moment, always current.

Adding and finding patients

A new patient can be created on the fly while booking an appointment — type a name or phone number, and if they don't exist, "Add New Patient" creates the record instantly alongside the booking. From then on, the search bar on Appointments or Patient Report finds any patient by name or mobile number in seconds.

The visit timeline

Open a patient from any appointment, or search for them directly, to see their complete history: every visit with its treatment, the doctor who performed it, prescriptions issued, payments made and clinical notes — all on one scroll, not scattered across separate screens or a paper file. A recall date can be flagged when closing a visit, so the patient shows up as due for follow-up instead of quietly falling out of the care cycle.

X-rays, scans and files

X-rays, scans, reports and clinical videos attach directly to the visit they belong to, with no artificial size limit — storage scales with the clinic's plan and can be topped up with a yearly add-on at any time. Every clinic also gets its own private, Drive-style document library for files that aren't tied to one specific visit. Files are never given a public or permanent link: every view uses a short-lived signed URL, and only staff explicitly granted document access can open them. A deleted file is moved to a restricted, time-limited archive rather than destroyed immediately, so an accidental delete is recoverable, not a data-loss event.

Who can see what

Patient records are shared and live across the clinic's own staff by default, but who can view or edit sensitive clinical history, and who can open the document library, is controlled per staff member from the same permissions screen covered in Staff, Roles & Permissions.