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Patient records

Know which record you are working in.

Find a patient by name, email or phone, then open the chart for their contact details, medical history and treatment notes.

See it in a demo
A patient list in the clinical workspace with fictional patient records.
Product interface illustration · sample data. Patient identities are fictional.

Find the visit you need to review.

The note list provides a view of the treatment documentation and its displayed statuses.

Review the clinical records

Clinical note records with note, consent and GFE statuses.
Product interface illustration · fictional sample data. Displayed statuses are examples, not clinical clearance.
The treatment
Identify the visit and procedure recorded in the list.
The note
Distinguish the displayed draft and signed note states.
The clinical review
Qualified staff review the information before making care decisions.

PACKAGE + MEMBERSHIP EXAMPLE

Know what the patient has available.

Sessions, recurring billing and benefits
each answer a different question.

Treatment package

Three-visit skin series

$450one-time package price

Used2Available3Available
2 sessionsremaining of 3

One qualifying completed visit uses one session. A canceled visit does not.

Membership subscription

Monthly clinic membership

$79per month

Example benefit
10% off selected services
Example renewal
October 1, 2026
Staff review
Check eligible services and membership status

The subscription handles the recurring charge. Benefits follow the clinic’s agreed terms.

Illustrative package and membership. Prices, sessions and benefits are examples.

The patient’s clinical starting point.

  • Search by name, email or phone and filter the patient list.

  • Review demographics, emergency contact details and recorded medical history.

  • Open treatment notes, consent tools and the patient’s GFE information.

Review your records before planning a move.

We discuss the people, existing clinical system and records involved in setup. Any record transfer or connection work is agreed before changing the clinic’s systems.

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