Patients
Adding and importing patients, the patient record and your plan's patient limit.
All topics
Getting going
- Add a patient
Invite a patient to your clinic by email, with an optional UK mobile number, so they can use your patient portal and receive messages.
- Everyone
- Import patients from a spreadsheet
Move your existing patient list into Clinicify by uploading a CSV file, check each row before it's imported, and see which rows were skipped.
- Owner
- Edit a patient's details
Update a patient's name, mobile number, date of birth, allergies, clinical notes and message preferences from the Profile tab of their record.
- Owner
- Practitioner
- Archive and restore a patient
Remove a patient from your active list while keeping their clinical records for the required retention period, and restore them if you need to.
- Owner
- Practitioner
Understanding it
- The patient record and timeline
Find a patient, then use the tabs on their record to see their details, results, bookings, treatments, forms and the questions they've asked.
- Everyone
Questions
- Patient limits on your plan
How many patients each Clinicify plan includes, who counts towards the limit, and what happens when your clinic reaches it.
- Owner