Patient Profile
One page with everything about a patient: medical alerts, visits, prescriptions, lab and radiology results, files, family, payments, and an AI briefing
Open a profile from Dashboard → Patients (tap a patient, then Profile), or tap Patient record on any appointment sheet. Doctors open it from My Patients in the Doctor Portal. When a doctor opens a booking from the board, the profile opens on the visit page; tap Full record there to see everything below.
Header
The patient's name, phone, and badges such as Allergies or Family member, with quick actions:
| Action | What it does |
|---|---|
| Call | Dials the patient |
| Message | Opens the patient's chat |
| Book | Books a new appointment (not available to doctors) |
| Edit | Edits the patient's details |
Below it, three numbers at a glance: Next visit, Last visit, and Attendance (visits attended and no-shows). If the patient is on the waiting list, a notice says so.
Medical alerts
Allergies, chronic conditions, and current medications. Doctors, owners, and admins tap Edit to update them (type and press Enter, or pick a suggestion like Penicillin or Diabetes). Anyone with allergies on file gets the Allergies badge in the header.
Facts
Facts are the patient's lasting history that the doctor collects over time, such as "Diabetic since 2020" or "Appendectomy 2015". They stay on the record across every visit, and the card sits in the side column on every tab, as well as on the visit page.
- Add - type the fact in the box and tap Add or press Enter. Each fact shows the date it was added and who added it. A fact added from a visit is linked to that visit.
- Remove - tap the cross next to a fact that turned out to be wrong. You can write a reason (for example "retest came back normal"), then tap Remove, or Cancel to keep it.
- Removed - removed facts aren't deleted. Tap Removed (2) at the top of the card to see them crossed out, with the date, who removed them, and the reason.
- Restore - tap the restore arrow on a removed fact to bring it back.
Doctors can add, remove, and restore facts. Owners and admins can too if they also have a doctor profile at the clinic. Everyone else sees facts read-only.
AI briefing
The AI briefing card (on the Overview tab and on the visit page) writes a few short lines about the patient, so the doctor knows the essentials in seconds. Tap Summarize, and Refresh later to update it.
Docistra reads the patient's whole record for it: every visit with all of the doctor's sections (complaint, examination, lab and radiology results, provisional diagnosis, management plan, procedures), prescriptions, lab and scan orders, visit notes, medical alerts, and Facts. The briefing leads with allergies, chronic conditions, and Facts, then how the problem has changed across visits, the latest plan and prescription, pending results, and no-shows when they matter. A removed fact is never presented as current.
The card shows when the briefing was made. It's AI-generated, so double-check it before relying on it.
A doctor's briefing is built from their own visits only, the same visits they can see on the profile.
Details
Date of birth and age, insurance company and ID, who referred them, the assigned doctor, whether they accept WhatsApp messages, and when they became a patient. Tap Edit to change the name, gender, date of birth, insurance, or referral.
Nationality
Tap Edit to open Edit details, then pick the patient's Nationality. The list has a search box that finds a country by its English or Arabic name, with Egypt first. Choose Not set to clear it. Once set, the nationality shows on the Details card. It's optional, and anyone who can open the patient can change it, doctors included.
Family
Children or relatives seen on the same phone number. Tap Add member and enter a name, gender, and date of birth. Each member gets their own profile and visits; the account holder is marked Account holder.
Tabs
- AI briefing - a few AI-written lines about the patient. See AI briefing.
- Visits - every booking with date, doctor, and stage. Tap one to see the complaint, diagnosis, booking notes, chart notes, prescription, lab and scan orders, payment, and the patient's rating.
- Conversation - the last message and whether the AI is replying or paused, with Open chat.
- Private notes - staff-only notes on the patient. See Private Notes.
- Care journey - referrals to other specialties and session packages. See Referrals & Session Packages.
- Operations - operations done at outside hospitals, with their profit (managers and the surgeon only). See Operations.
Every visit so far as a full card, newest first, the same cards as Previous visits on the visit page: complaint, examination, lab and radiology results, provisional diagnosis, management plan, prescription, procedures and what was paid, with the doctor and branch. Tap All details to open a card fully. The visit count and the patient's total paid sit on top. Doctors see their own visits.
Visits, notes, prescriptions, orders, lab and radiology visits, payments, ratings, and files in one list, grouped by month.
- Prescriptions - with Open and Print for each
- Lab & radiology - tests and scans ordered during visits, and visits to your lab or radiology centre with a Result link once ready
- Files - documents and images saved to the patient's file
Total paid, the number of completed visits with no payment, and every payment with discounts, insurance coverage, and voids. Not shown to doctors.
What doctors see
Doctors see the profile of any patient they've had a booking with, but only their own visits. They can update medical alerts and Facts and write clinical notes, and they don't see the Billing tab or the Book button.
Patient's own access
Patients can view their own records, with a PIN, through the Records Portal.