Patient Page

A quick guide to navigating the Patients page, understanding patient details, and managing records.

Written By Heed

Last updated 14 days ago

The Patients page gives you an overview of everyone registered in your workspace.

Each patient appears as a row in a table, along with key information to help you quickly understand their status and context.

Patient details

For every patient, you’ll see:

  • Name

  • Status — whether the patient is active or inactive

  • Categoryadult, child, or couple

  • Session typein-person, remote, or hybrid

  • Email address — so you can easily reach out when needed

Actions

On the right side of each row, you’ll find a menu with available actions:

  • View profile — open the patient’s full profile

  • Edit — update patient details

  • Delete — remove the patient from your records

Filtering and search

You can narrow down the list using the available filters:

  • Filter by status: active, inactive, or all patients

  • Use the search bar to find a patient by name

This makes it easy to quickly locate and manage the patients you’re looking for.

Overall, the Patients page provides a clear and intuitive view, helping you manage patient information efficiently.