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
Category — adult, child, or couple
Session type — in-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.