How to See Patient History

This article walks you through finding a patient's full history in Prospyr — including past appointments, invoices, medical info, notes, photos, documents, and conversations. It's for any staff member with the right permissions to view patient records.

Anyone with the Patients, Patient Charts, Clinical Notes, or Conversations permissions enabled can view patient history. If your account is missing one of these permissions, some tabs described below may not appear or may be hidden. Ask your practice admin to check your permission settings if something looks like it's missing.

Important: Patient history includes protected health information (PHI), such as medical info, notes, and documents. Only staff who need this information for their role should have these permissions enabled.

Once you're in the patient's profile, you'll see a row of tabs across the top. Each tab holds a different piece of the patient's history.

A combined timeline of everything that's happened on the patient's account — appointments, notes, invoices, and more — in one scrollable feed.

A list of the patient's past and upcoming appointments. Click View Appointment Details in any appointment to see the details tied to that visit, including notes and photos logged during that appointment.

Every invoice associated with the patient, so you can see their full billing history at a glance. Click into the invoice if you wish to see the services associated with that invoice.

The patient's medical information collected via your patient intake form.

The patient's photo and media archive. You can sort media by most recent or oldest or by a specific date or date range to track visual progress over time.

A history of profile-level notes. Click on Click to Expand and View Note Content in any note to expand and read it in full.

Any tasks that have been created and assigned related to this patient.

Any order sets tied to the patient's chart.

A history of forms and consents the patient has completed, including signed intake forms and consent documents.

Your message history with the patient. You can also send a new message to the patient directly from this tab via SMS or the Patient Portal.

For practices subscribed to Prospyr VOIP. This page provides a log of phone calls associated with the patient.

An audit/notification feed for e-prescribing (DoseSpot) sync events and errors tied to that patient. These auto-expire after 30 days.