Manage Patients
Find any patient fast, see what is blocking them, and open their full profile.
The Patients page is your patient list. It shows every patient and what is blocking each one.
Every team member can use this page. You do not need to be an admin.
Open the Patients page
In the left menu, click Patients. The Patients page opens. You see a search box, filters, and a table of patients.
Search for one patient
Type a name or detail in the search box. The list narrows as you type. Clear the box to see everyone again.
Narrow the list with filters
Use the filters above the table. Turn on Show referral source column to see where each patient came from. Use the All client tags filter to show only patients with a tag.
Read the Status column
Each row has a Status. It tells you what is blocking that patient. The table below explains each one.
Open a patient profile
Click a patient's row. Their profile opens. You see their contact details, forms, orders, visits, labs, prescriptions, and an activity timeline.
Check the address when an order is stuck
Open the patient's profile and look at their shipping address. A wrong address is a common reason an order stops moving.
Heads up — Pharmacies do not ship to PO boxes. If a patient enters a PO box, the order stalls with no error message. Tell the patient to use a street address.
What each status means
| Status | What it means |
|---|---|
| Account setup required | The patient has not finished setting up their account. |
| Required forms incomplete | The patient still has forms to fill in. |
| Sync visit required (needs a live video visit) | The patient needs to book or finish a live video visit. A live video visit is a video call with a provider at a set time. |
| Active | Nothing is blocking this patient. |
To book a live video visit, open the patient's profile and use the Visits tab. Available times come from your provider network (the licensed doctors who review orders and prescribe).
To help a blocked patient, see Unblock Patients.
Words to know
| Word | What it means |
|---|---|
| Live video visit (sync visit) | A live video appointment between the patient and a provider, at a set time. |
| Provider network | The medical team that employs the doctors who review your patients. You partner with one; you do not hire the doctors yourself. |
Common questions
What does the referral source column show?
It shows where a patient came from.
- Turn on Show referral source column above the table.
- It helps during a campaign, so you can see which patients came from which ad or link.
What does the activity timeline show?
It shows a history of the patient's activity.
- You can see what happened without opening every tab.
- Open the patient's profile to find it.
What is the fastest way through a busy list?
Work by status, one group at a time.
- Sort or filter by the Status column.
- Clear one blocked status first, like account setup. Then do forms. Then do visits.
- This way you touch every stuck patient once.
Can I invite a patient to a lab test from this page?
Yes.
- Use the Invite to Lab Test action on the Patients page.
- Pick the lab test, then send it.
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