Patients

The Patients section is the central electronic medical record system for managing patient demographics, clinical charts, chronic disease care, and practice registers.

Clinicians and front-desk staff can search patient records, register new patients, run demographic reports, manage Medicare and DVA entitlements, record allergies and vital signs, reconcile medications, and track ongoing care plans.

Pages in this section

• Patient list Browse the patient register, search by name, switch patient tabs, and manage active records.
• Search in one field Filter searches by specific fields such as phone, date of birth, or Medicare number, including archived records.
• Add a patient Register a new patient directly or send a secure sign-up link via SMS.
• Patient reports Run clinical audits and demographic searches by age, conditions, concession cards, and lifestyle factors.
• Record header Review key patient banner details, including age, date of birth, app connection status, and pending results.
• Header actions Quickly book appointments, send messages, invite patients to the app, or launch consultations.
• Patient details and cover Update contact details, residential address, concession cards, carer details, and SMS communication preferences.
• Medicare, IHI and DVA Verify Medicare cards, Individual Healthcare Identifiers (IHI), and Department of Veterans' Affairs entitlements.
• Alert notes Record and review internal practice alerts, administrative reminders, and clinical safety warnings.
• Allergies Maintain coded drug and environmental allergy lists, record reactions, and document no known drug allergies.
• Chart sections Navigate between clinical domains including Overview, Profile, Disease, Medications, and Investigations.
• Overview and the action list Review the clinical insight wheel, domain scores, and manage pending clinical jobs and suggestions.
• Conditions Track active and resolved medical diagnoses and draft chronic disease care plans with Agent D.
• Medicines Manage active, draft, and ceased medications, resolve PBS facts, and review drug precautions.
• Investigations on the chart Review cumulative pathology and radiology findings, order due tests, and monitor investigation tracking.
• Preventive care Record routine health checks, screening assessments, and administer scheduled immunisations.
• Risk factors Document lifestyle metrics including smoking status, alcohol consumption, exercise, and family history.
• Vitals Record blood pressure, pulse, temperature, oxygen saturation, weight, height, and inspect growth charts.
• Care team, care gap and files Coordinate multi-disciplinary care teams, review outstanding clinical care gaps, and upload medical documents.
• Billing on the chart Manage patient invoices, process payments via terminal or card on file, and draft 12-month care plans.
• Profile section and the record Access encounter governance records, consultation progress notes, addenda, and document sending audit trails.
• Tracker and patient requests Monitor remote patient monitoring readings and send one-time intake links for patient questionnaires.
• Open a patient with Agent D Use natural language and slash commands to search, pin, and open patient records rapidly.

Last reviewed: 03/10/2026.