Patient Profiles
What you'll learn: What information is stored in patient profiles, how to view all details, and understanding the different sections.
Opening a Patient Profile
- Go to Clients (or Patients)
- Click on any patient card
- Their full profile opens in a detailed view
Profile Header
At the top of every profile you'll see:
- Avatar — A photo (if uploaded) or initials
- Full Name — Including any title (Dr., Mr., Mrs., etc.) and "Also Known As" name if set
- Status Badge — Their current status (Active, Inactive, Prospect, Lead)
- Visit Statistics — Number of completed visits and cancellation rate
Contact Information
This section shows all ways to reach the patient:
- Click to open your email program with their address filled in
Phone
- Click to start a phone call (on mobile devices)
- The number is formatted for easy reading
Addresses
Patients can have multiple addresses, each labeled:
- Home — Residential address
- Work — Business address
- Billing — For invoices and payments
- Shipping — For deliveries
- Mailing — For correspondence
- Other — Any additional addresses
A star indicates the primary address.
Date of Birth
- Shown with full date formatting
Also Known As
- Alternative names the patient goes by
Tags Section
Tags are labels you've assigned to organize your patients:
- Tags appear as rounded badges
- Each tag is clickable (for future filtering)
- Add or edit tags through the Edit function
Notes Section
View all notes attached to this patient:
- Notes are categorized by type (Internal, Client-Facing, Call Summary, Meeting Notes, Follow-Up)
- Pinned notes appear at the top
- Each note shows when it was created
- Click a note to view, edit, or delete it
- Notes with tags show those tags below the content
Appointments Section
See the complete appointment history:
- All past and future appointments appear here
- Each shows the date, time, provider, and status
- Status colors indicate: Completed, Cancelled, No Show, Rescheduled, Scheduled, Confirmed
- For pending appointments, you can mark them completed or cancel them directly
Appointment Statistics
- Completed visits — Total number of appointments they've attended
- Cancellation rate — Percentage of cancelled or missed appointments
Activity Timeline
At the bottom of the profile:
- Added — When this patient was first created in the system
- Last Contact — Your most recent interaction with them
Profile Actions
At the bottom of the profile, you'll find action buttons:
- Message — Send an email or SMS (if enabled)
- Edit — Change any of their information
- Delete/Archive — Remove them from your active list
Next: Adding Patients Manually | Previous: Viewing Your Patient List