Patient Actions

View patient appointment history

1. Tap the Patients button. The software will open the Patient Search window.
2. Complete one or more of the fields and tap Search, or swipe to scroll through the patient list. Tap the buttons below the search fields to filter the list.
3. Tap a patient and tap Patient Info. The software will open the Patient Info window.
4. Tap Appt History. The software will open the Appointment History window.
5. Tap the appointment status buttons at the bottom of the window to filter appointment history information.

Create new patient record

Create a new patient record via the Patient Search button in the main application window as described below.

Alternatively, create a new patient record when scheduling an appointment in the Schedule Appointment window.

1. Open the Patient Search window.
2. Tap New Patient. The software will open the New Patient window.
3. Tap to enter the new patient's information.

Add patient picture

1. Open the New Patient window.
2. Tap Edit Photo. Choose whether to take a photo or upload a photo from your iPad.
3. Take or upload the picture and follow the prompts in the dialog windows to save the photo.