Patients and the patient record

The patient record brings together everything recorded for one patient. Patients are added automatically from WAJ when a client books a clinic service.

Find a patient

1. Click Patients in the menu.
2. Type in Search by name, phone or ID.
3. Click the patient's row.

You can also press Ctrl K from any page.

Read the header

The header stays at the top of every tab.

1. Check the allergy line: Allergies: with the list, No known allergies, or Allergies not recorded.
2. Use the tabs: Overview, Notes, Medications, Results, Visits, Forms and Photos & charts.
3. Use the actions: New note, Prescribe and Order lab.

Add a problem or allergy

1. On Overview, find the Problems or Allergies card.
2. Click Add.
3. Search for the diagnosis, or type the allergen.
4. Click Save problem or Save allergy.

Edit details or export a PDF

1. Click More in the header.
2. Choose Edit details, change what you need, then click Save details.
3. Or choose Export PDF summary to download a summary of the record.

Good to know

• Always check the allergy line before you prescribe.
• Visits shows the patient's visits and an Activity list of everything recorded, by date.
• Notes are written on a visit. See Visits and clinical notes.