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Patient records and clinical notes

Everything about a patient is in one record: their history, their encounters and their documents. Practor builds the invoice from the encounter, and patients read their own record in the portal.

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One visit, from the appointment to the invoice.

Steps of a visit

A patient's whole history in one place

Allergies, medications, diagnoses, procedures, immunisations, family history and observations such as vitals and lab results, newest first, so you can see what happened and when.

Search the history by name or code, filter by date, type, status or practitioner, and print or export the whole history as a PDF.

You always know who has opened a patient's record.

A practice reaches a patient's record only while the patient is connected to that practice, and nobody at Practor browses patient records. The practice owner sees every time a record was opened in the audit log, and patients see the last 50 times theirs was.

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Patients see their own record

A patient you invite signs in from a link in their email, with no password. They see their appointments, invoices and records, and they fill in their own history, allergies and medical insurance, so you don't have to.

Questions practices ask

Can I import patients from my current software?

Yes. Export your patient list as a CSV file of up to 5 MB with a first name, last name, date of birth and email for each patient, and import the file. Anyone whose email is already in your practice is skipped, and failed rows can be edited and run again. Import patients from a spreadsheet

Can a visit note be changed after the visit?

For 7 days, yes. Finalise the encounter yourself, or Practor finalises the encounter at the end of the week and locks the encounter an hour later. A locked encounter can't be edited or reopened, and the record shows who finalised the encounter and when. Record an encounter

Who can see a patient's record?

Only a practice the patient is connected to, and within that practice, what each person's role allows. A practice can't read records held by another practice, and nobody at Practor browses patient records.

Is every access to a record logged?

Yes. The practice owner sees every record opened, sign-in and permission change in the audit log, with patient data marked, and can export the log as a CSV. Patients see the last 50 times their own record was opened. Read about the audit log

What do patients see in their portal?

Their appointments and invoices, a health summary with their allergies, current medicines and what they're being treated for, and the conditions, results, visits and documents you share. They sign in from a link in their email, with no password. What patients see

How does a patient get access to their record?

Invite them from their record and they get a sign-in link that lasts 7 days. A patient who booked online first verifies their ID against what the practice holds, or you confirm their identity in person. Invite a patient to the portal

Can I export a patient's history?

Yes. Print the medical history or export the history as a PDF, with any filters you've applied. Patients can download a copy of everything on file about them, and that download is logged. A patient's medical history

What do patient records cost?

Nothing. Patient records, encounters and the patient portal are free for everyone in the practice, with no seat charge. The first 10 GB of document storage is included. See every rate

The rest of the practice

Guides for patient recordsSee every feature