Patient Management
Streamline patient onboarding with our digital registration process. Manage patient care effectively with built-in tools for tracking medications, reviewing care plans, and ensuring continuous patient engagement. Every interaction — encounters, labs, vitals, group sessions — appears on a unified timeline with powerful global search. For walk-in patients without a booking, staff can grant themselves temporary, time-boxed chart access with one click and a reason — it auto-upgrades to standing access once real care is documented, or simply expires. Every profile also shows exactly who has actually treated a patient (not just who booked them) and who can access the record right now, with cross-organization patient matching to prevent duplicate records across branches.

What's Included
Comprehensive patient registration and care. Track medications, manage care plans, and access complete clinical histories.
- Patient registration
- Medication and care management
- Unified clinical timeline
- Global search across all records
- Individual and group patient support
- One-click, time-boxed access for walk-in patients — auto-expires or upgrades once care is documented
- "Care Providers" view — everyone who has actually treated a patient, not just who booked them
- Cross-organization patient identity matching prevents duplicate records across branches
Related Capabilities
Back to Capabilities
Advanced Appointments
Powerful booking system complete with calendar views, custom URLs, and conflict prevention.
Explore
Custom Form Builder
Create internal clinical forms or public intake links — PHQ-9, DASS-21, score calculators, and custom questionnaires.
Explore
Group Management
Support for family units, shared sessions, and specialized group registrations.
Explore