Patients

Under Practice → Patients you keep the patients you send cases for. Owners, administrators, dentists and assistants can manage patients.

Add or edit a patient

Select Add patient and enter first and last name and, optionally, date of birth, sex and your record number. Select the pencil icon in the list to edit a patient.

You can also add a patient directly while creating a case: search for the patient and select New patient.

From a patient to a case

In the list, New case starts a case with the patient already selected. The number of cases links to the case list filtered by the patient.

What labs see

Patients belong to your practice. On a case, the lab only sees the shared information – by default initials, record number, age and sex. See Privacy.