Patient Admin
Customising and Managing your patients
By Amber and 1 other2 authors7 articles
- How to set a custom title for a patient🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - How to add titles which are not part of the default list
- How to archive a patient🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - How to archive a patient, find archived patients
- How to merge patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to merge duplicate patient records in Dentally, Including how to merge patient images beforehand!
- How to link patients as family members🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - Link and unlink family members to make appointment booking and account management easier for the family.
- How to use the patient's audit trail🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - How to use the general and Dentally Vision audit trails to view all the activity on a patient's record.
- How to access and export treatment history🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - Access a full list of the patient's treatment history, and export this if the patient ever requests a copy
- Can I add a profile photo to the patient's record?🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - How to add a profile photo to a patient's record.