Documentation/Patient Management

Patient Management

Add, edit, and organize patients

8 articles•16 min total read time
01
Viewing Your Patient List
1. Click **Clients** (or **Patients** for medical practices) in the navigation
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Patient Profiles
1. Go to **Clients** (or **Patients**)
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Adding Patients Manually
You'll add patients manually when:
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Editing Patient Information
There are two ways to edit a patient:
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Patient Status
Every patient has a status that indicates their current relationship with your practice. This helps you organize your patient list and track your patient pipeline.
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Patient Tags
Tags are labels you assign to patients to categorize and organize them. Unlike status (which every patient has), tags are optional and you can create as many as you need.
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Patient Notes
Notes let you record important information about a patient that doesn't fit into standard fields. They create a running history of interactions, observations, and reminders.
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Archiving and Deleting Patients
The option you see depends on your practice type:
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