The patient record
Everything about one patient — contact details, tags, treatment journeys, and a full activity timeline.
Click any row in the patients list to open that patient's record. It gathers everything the practice knows about the person: profile details on the left, tags, journeys, and the activity timeline on the right.
Header
The header shows the patient's name, status badge, and when (and by whom) the record was created. From here you can:
- Message — start a conversation with the patient in the Inbox.
- Edit — change any profile field in the edit dialog.
- Archive — remove the patient from lists and queues (admins and owners only; the record and its history are kept).
If the record carries a medical alert, it appears as a banner right under the header — you can't miss it.
Profile
The left card groups the stored details:
- Contact — email, mobile, other phone, and the preferred contact channel.
- Personal — date of birth, gender, fiscal code, and address.
- Marketing — consent status, channel opt-outs, and the lead source.
- Notes — the free-text note from the patient's profile, if one is set.
Click Edit in the header to change any of these.
Tags
Tags sit at the top of the right card. Click Add tags (or Edit tags once some are applied) and tick or untick tags in the list. Changes save immediately. Tags are created and managed in Settings.
Journeys
The Journeys panel lists the patient's treatment journeys — one per treatment they've enquired about. For each journey you can see and change:
- the Stage on its board, via the dropdown,
- the Owner (the team member responsible), via the dropdown,
- the estimated value — click the amount to edit it,
- the status: Mark won, Mark lost…, or Reopen from the actions menu.
Click the treatment name to jump to the journey's board, or click New journey to start tracking a new treatment interest for this patient. See Move, close, and reopen for what each status change does.
Timeline
The timeline is the patient's full history, newest first: notes, calls, messages across every channel, form submissions, stage changes, tasks, and appointment events.
To add a note for the team:
Type into Add a note for the team… at the top of the timeline.
Click Add note. The note appears at the top of the feed, with your name on it.
Older entries load with the Load more button at the bottom of the feed.