Patients
Find any patient, filter the list, and open a quick look or their full profile
A patient record is created automatically the first time someone books, whether on WhatsApp, the widget, your public page, or a manual booking by your staff. Navigate to Dashboard → Patients.
The patients list
Each row shows the patient's name, phone, age (when the date of birth is known), the channel they first came from (WhatsApp, Widget, or Manual), and the date they joined. The list is split into pages.
Search and filters
| Filter | Options |
|---|---|
| Search | Name or phone |
| Channel | All channels, WhatsApp, Widget, Manual |
| Gender | All genders, Male, Female, Not specified |
| Joined date | Any date range |
Quick look and full profile
Tap a patient to open a quick look panel with their details, alerts, and recent activity, without leaving the list. Tap Profile in the panel to open the full Patient Profile.
There's no separate "add patient" form. To add someone new, book them an appointment. See Booking manually.
Family members
Relatives who use the same phone number, such as children, can be added to one family from the patient's profile. Each family member has their own record and visits. See Family.
Who sees which patients
- Owners, admins, and employees see all patients.
- Doctors see only patients who have had a booking with them, under My Patients in the Doctor Portal.
How patients are identified
Patients are matched by phone number, so a returning WhatsApp patient lands on their existing record. Widget chats that never share a phone number may create a separate record.