Patients

Adding and importing patients, the patient record and your plan's patient limit.

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