Patients

🧑‍⚕️ Overview

The Patient Module is the operational center of the clinic: a 360° Patient Record where all clinical and administrative information is concentrated to better serve, accurately record, and maintain complete traceability.

✅ What can you do?

• Consult and update general patient data, contact information, and address.
• View the history of clinical and administrative events on a timeline.
• Manage appointments (upcoming and previous) with clinical context.
• Create and follow treatment plans with progress and status.
• Record evolutions by date, procedure, notes, and attachments.
• Issue prescriptions and manage laboratory orders.
• Generate clinical documents and manage informed consents.
• Control patient finances: budgets, invoices, transactions, payments, and debt.
• Attach images and files to support diagnoses and procedures.

🗂️ Patient Record Tabs

Each tab organizes work by context, so you can find everything in seconds.

👤 General

• Patient summary with quick access.
• Tags, notes, and alerts (for example, allergies).
• Personal data, contact, identification, associated clinic, and address.

🕓 History

• Timeline with relevant events (clinical and administrative).
• Date filters to quickly find what you need.
• Ideal for auditing, follow-up, and continuity of care.

📅 Upcoming Appointments

• Future agenda of the patient to plan and prepare for care.
• Immediate visibility of pending appointments.

⏪ Previous Appointments

• List of previous appointments with care context.
• Useful for reviewing continuity and frequency of visits.

🦷 Treatment Plans

• List of plans with start date, status, and progress.
• Quick editing and management of the treatment cycle.
• Financial summary of the plan (budget, paid, to be paid).

📈 Evolutions

• Clinical record by date and procedure.
• Notes, attachments, and filter by treatment plan and user.
• Clear tracking of the patient's evolution.

🧪 Laboratory

• Laboratory orders by date, laboratory, procedure, and status.
• Search and filters to control pending items.
• Quick access to create new orders.

💊 Prescriptions

• Issuance and management of prescriptions with items/medications.
• Filters by date, treatment plan, and user.
• Statuses to organize active prescriptions and follow-up.

📄 Clinical Documents

• Templates and documents deliverable to the patient.
• Control by doctor, status, and quick actions.
• Ideal for post-treatment instructions, care, certificates, etc.

📝 Informed Consents

• Creation and control of consents by plan and professional.
• Statuses (draft/active) to ensure validation.
• Better legal support and clinical traceability.

✅ Tasks

• Checklists and tasks linked to the patient or a plan.
• Responsible parties, dates, and statuses to organize the team's work.

🧾 Invoices

• Billing linked to the patient and/or treatment plan.
• Direct access to amounts, status, and actions.

📌 Budgets

• Budgets for treatments/procedures.
• Control of acceptance and follow-up.

💳 Transactions

• Record of payments, debits/credits, and financial movements.
• Clear view of account status and debt.

🩺 Medical Information & Therapy

• Dental history and relevant clinical data.
• Previous patient information for safer care.

😁 Orthodontics

• Management of orthodontic exams and records.
• Statuses and access to details by patient.

🦷 Periodontograms

• List of active and archived periodontograms.
• Quick actions to view and activate records.

🗒️ Notes

• Quick notes to record clinical or administrative details.
• Immediate visibility within the record.

🖼️ Images

• Attach photos, X-rays, and visual evidence.
• Organization by patient for immediate access.

📎 Files

• Upload relevant files (PDFs, studies, authorizations, etc.).
• Centralization of documentation by patient.

⭐ Feedback

• Record of patient feedback to improve service.
• Tracking of satisfaction and quality.

✉️ Email

• Quick access to communication functions with the patient.
• Better follow-up and reminders (according to settings).

✏️ Edit

• Agile editing of patient data when information changes.
• Organized control to keep the record always updated.

🚀 Benefits

• More speed in day-to-day operations: everything through tabs and search functions.
• Better traceability: history, evolutions, attachments, and consents.
• Safer care: allergies and relevant clinical information visible.
• Financial order: control of payments, invoices, transactions, and debt.