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Module 8: The Patient Profile

Understand every tab in the Patient Profile- How to update, review, and manage patient information.

Written by Ayden

Learn how to view and update patient details, review treatment plans, and access communication, payment, and medical history - all from one place.

  1. Overview of the patient profile layout

  2. Personal details & contact information

  3. Medical & consent forms

  4. Treatment plans & progress

  5. Appointments & notes

  6. Documents, invoices, and payments tabs

  7. Quick actions (message, book appointment, add task)

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