Clinical Histories

Per-patient visit and treatment records. For dental clinics, psychologists, physiotherapists and other healthcare professionals.

  • Per-patient records — Entries with date and notes. Chronological timeline of every visit.
  • Dual access — Standalone section to browse all records + tab on the contact profile.
  • Integrated with the CRM — Patients are contacts. Clinical data sits alongside invoicing and GDPR consent.

Integrates with the CRM (contacts as patients), Invoicing (invoice treatments), Member Dashboard (patients access their data).

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