This guide explains how to search, view, and edit a patient in your TidyClinic.
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Download PDFStep 1.
Go to the Search patient tab in the side bar. This will open up a screen where you can enter a patients basic details to find them in your system.
Step 2.
When you select a patient you will be directed to a page called Patient EMR (Electronic medical record).
This is where you can find all of the information related to the patient, like their appointments, medical records, contact details, financials etc.
Step 3.
You can optionally view the patient in a reception view by clicking Reception view.
The reception view only has admin notes, communications history, and financials. This allows for easier viewing.
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