Patients

What a patient record holds

• name, email and phone
• date of birth
• allergies
• medical notes
• insurance provider and member ID
• a preferred way to be contacted: phone, email or text

A patient is either Active or Inactive. Mark someone inactive instead of deleting them so their history stays intact.

Appointments, estimates and invoices attach to the patient, so everything about a person’s care is one click away from their record.

Who can manage patients

Owners, office managers, dentists and hygienists. Billing staff can’t open patient records. See Team and roles.