Patients and records
Patient records, medical history, encounters and documents.
11 guides
- Add a patient The new patient form has four steps and only the first two are required. A record with those is complete enough to book and to invoice against. 3 min read
- Import patients from a spreadsheet Bring an existing patient list into Practor from a CSV, map the columns, and fix the rows that don't go through. 3 min read
- Send a new patient their intake form Practor can text each new patient a link to fill in their own details and answer your questions before they arrive. Three switches turn it on. 3 min read
- Invite a patient to the portal Send a patient their own login from their record, and read the status beside it that says where the connection stands. 3 min read
- Record how a patient's visits are paid for Add a patient's medical insurance or payment method on the Billing & insurance tab, and check the cover with the insurer before you send a claim. 4 min read
- A patient's medical history Everything recorded about a patient on one timeline. Add an allergy or a diagnosis, filter a long history down, and correct an entry within seven days. 3 min read
- Record an encounter Start an encounter, record what happened at the visit, and end it. You have seven days to change one before it locks. 3 min read
- Who can see your records See every practice connected to you, read the log of who opened your record, and give a family member access. 3 min read
- See your medical records Records holds what your practices wrote down about you, on one page. All of it came from a practice you are connected to, and one can lock its own part. 3 min read
- Merge two records for one person Practor flags two charts that look like one patient. Compare them and merge them into one. 4 min read
- Review a patient's request to see their records A patient Practor couldn't confirm waits in Portal link requests. Compare what they typed against your record, then approve or decline. 2 min read