Clinic platform
Patient context
Keep medical flags, notes, files, visits, referrals, follow-ups, and plans connected so doctors can understand the patient quickly.
After this guide, users should know how to create clean patient profiles and where to find connected clinical history.
Step-by-step
Step 1
Patient number, name, and phone are used across search, quick create, and daily workflows. Bad identity data slows everyone down.
Step 2
Clinical flags are not decoration; they are quick safety context for doctors before treatment.
Step 3
Visits, files, follow-ups, treatment plans, and referrals should be reachable from the patient page so staff do not hunt through the calendar.
Common mistakes
Leaving phone empty makes quick patient search weaker.
Writing long safety notes makes important details harder to scan.
Uploading files only to a visit can make them harder to find later unless they are visible from the patient profile.
Related guides
Visits calendar
Run the working day from the calendar: planned visits, confirmations, quick edits, clinical completion, and follow-ups.
Notifications
Understand in-app and Telegram notifications for reminders, follow-ups, and visit changes.
Getting started
Set up the clinic in the order that prevents permission, calendar, and visit-form confusion later.