1. You can navigate to the desired patient profile by clicking on one of their appointments directly in the schedule
You can also navigate to an individual patient profile by clicking on the patient profiles button on the left. This will pull up a list of all patients, from where you can search for the desired patient.
2. Click on link to appointment in the pop-out window
3. Scrolling to the bottom of the page will show you history related to the appointment
4. To see historical appointment details, click on the Appointments tab at the top
5. Click on View More next to the appointment you'd like to know more about
6. You will be able to see any notes, photos, etc. attached to that appointment
7. To see invoice history, click the Invoices tab
8. If the patient has any invoices, they will appear in a list here
9. To see a patient's medical data and vital records, click the Medical Info tab
10. This will bring up patient information and can be edited
11. At the bottom, you will see vital history
You are able to add a new vital record, or adjust existing records
12. In the photos tab you can find the patient's media archive
13. Media can be sorted by most recent or oldest first
14. Click on Notes to see profile level notes history
15. To see a historic note, click on the dropdown button circled
16. In the Documents tab, you can see a history of forms/consents a patient has completed
17. If the patient has any documents, they will appear here
18. In the Conversations tab, you're able to see chat history with the patient
19. From here you can also send new messages
