Here's a brief overview of the patient-related functionalities available.


As an Admin, managing patient profiles is a crucial aspect of ensuring accurate records and providing efficient healthcare services.

Admin can view a listing of all patients along with their details.

  • Search and Filter: Admin can search for patients by name and filter the listing by clinic name for easier navigation.

  • Add patient: Through this button, the admin can add a patient in the platform. When the admin clicks on this button, a new form will open where the admin can fill in the patient's details such as first name, last name, email, phone number, and select the clinic. Then email will be sent to the patient with their credential access.

1. Viewing Patient Profiles

  • Access: Admin can click on a particular patient to access their profile.

  • Analytics: Details of a total number of appointments and total number of referral.

  • Comprehensive Details: The patient profile provides detailed information about the patient's demographics, medical history, appointment, referral, follow-up link, mood, goal, and diary

  • Action:

    • Edit: The admin can edit details such as first name, last name, and date of birth to maintain updated records.

    • Add Appointment: On behalf of the patient, the admin can also access to book the appointment for that patient.

    • Add Referral: On behalf of the patient, the admin can also access to add the referral for that patient.

2. Different tab

Accessing Medical History

  • Detailed Record: Admin can access a detailed record of each patient's medical history.

  • Contents: This includes medication details, examination records conducted that is submitted by patients during the booking of an appointment, and any relevant health information.

Medical Documents

  • Detailed Record: List of the uploaded medical documents, who can upload the document in which date these details are mentioned in the patient profile.

  • Admin Action: Admin can view, add the document, download the attached document, or fax these documents as needed for reference or sharing with healthcare providers.

Follow-up Links

  • Healthcare providers can provide follow-up links to patients after appointments.

  • Patient Access: These links allow patients to easily book the appointment for further examination or follow-up discussions.


  • Admin can view patient notes directly from the patient's profile.

  • Options: They can choose to view the notes in a Notes tab for detailed viewing, download it for offline access, or send it via fax if supported by the system.

Monitoring Referrals and Appointments

  • Referrals: Admin can see the list of the total referral requests made by an individual patient within through the platform.

  • Appointments: Admin can see the list of the total appointments booked by an individual patient through the platform.


  • This section provides a summary of the patient's progress towards their goals.

  • Goals include information such as name, cycle, value, start and finish dates, and activation status.


  • Date Range Filter: Admins can filter mood entries based on the date range using the provided filter option.

  • Listing:

    • Sr. No: Serial number assigned to each mood entry for easy reference.

    • Date: The date when the mood entry was recorded.

    • Mood: Indicates the emotional state of the patient, such as happy, sad, excited, etc.

    • Notes: Optional field for patients to add any additional notes or context related to their mood on that particular date.


  • Patients can record or update their daily routine for important hours of the day and make a record of the history of the diary.

  • Filter:

    • Admins can filter diary entries based on the date range, reason, symbol using the provided filter option

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