Patient Management

Introduction to Patient Management
From the SimpleClinic menu, select the Patients option. This will display a patients list. The top bar allows you to search for your patients. T...
Wed, 1 Jul, 2020 at 1:04 PM
How to add a new patient
After selecting Patients from the SimpleClinic menu, there are three ways a new client can be added into SimpleClinic. This displays the patients list. ...
Wed, 1 Jul, 2020 at 1:10 PM
Adding General Files
Electronic files can be added to the patient record under Patients -> Select a patient record -> Select General Files. To add a file to the Gen...
Wed, 16 Dec, 2020 at 5:41 PM
Can multiple pracs share a client record?
Anyone with Admin, Reception, or Employee access will have access to the patient record.   Practitioner access role will only have access to the records...
Wed, 20 Oct, 2021 at 10:37 AM
How to archive & unarchive a patient
You can archive a patient by clicking the Archive button. This can be found by going to Patients -> select a patient record from the patient list -> E...
Mon, 9 May, 2022 at 12:07 PM
How to merge patient records
If you have duplicate client records for one client, you must complete all 8 steps below, including step 9 if there is more than 2 patient records.  New...
Tue, 21 Nov, 2023 at 8:03 AM
Adding Medical Alerts
A medical alert can be defined by going to Content -> Custom Fields -> Add New. Use the below image as a reference to creating your medical alert fiel...
Wed, 10 Mar, 2021 at 4:18 PM
What is a VIP member?
On the patient information, there is a VIP toggle.  This flags the client in a VIP report for anyone who might be apart of a program or gets a regu...
Tue, 15 Mar, 2022 at 11:38 AM
How to create Healthcare Provider Referrals
Referrals are designed to email directly to the healthcare provider, you can print a copy for the client if needed. Prior to creating a referral, ensure...
Tue, 12 Apr, 2022 at 3:45 PM
Patient Digital File Sharing
You can easily share a file with your patient from the patient record in the practitioner app for them to view in the Patient Portal. Results and reports th...
Tue, 26 Mar, 2024 at 1:33 PM