Patients & Appointments



  • You can review your patient information by clicking on the Patients tab to your left.
  • You may search by the patient"s first name, last name, email address, or cell phone number within the search bar at the top-right of the screen.
  • Click on a patient to edit their information, see their appt. and message history, and even create private notes for when a patient is allergic to a certain type of medication.
  • You may even send emails or text messages to patients to get in touch with them in a timely manner.
  • Finally, the check-boxes within each patient's information screen are used to opt-patients out of emails or texts if they request it.