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DocsPatientsThe patient record

The patient record

Overview, case history, assessments and billing, all on one patient.

For psychologistsUpdated September 19, 20261 min read
  • Reading the record
  • What each tab holds

On this page

  • Overview
  • What each tab holds

Overview

Patient record
  1. 1Reference number and contact details
  2. 2Tabs: overview, timeline, assessments, notes, billing
  3. 3Recent activity for this patient

What each tab holds

TabHolds
OverviewContact details, reference number, invite status
TimelineEvery event for this patient, in order
AssessmentsAssigned and completed questionnaires
NotesConsultation notes
BillingCharges, invoices and payments for this patient

Related guides

  • The clinical timeline
  • Recording and verifying payments
PreviousRegistering a patientNext The clinical timeline

On this page

  • Overview
  • What each tab holds

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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