Patients

Clinical notes that flow

• Attach photos, lab results, and documents directly to visits.
• Add notes and comments to all items added to a visit.
• Secure doctor only notes, as well as client instructions.
• Medical instruction generator e.g. Take 3 times a day after meals. Complete the course.

Unified patient record

• Timeline of visits, meds, procedures, and communications.
• Searchable medical history with filters and tags.
• Allergies, problems, and reminders surfaced in context.
• Diagnosis preserved across visits, e.g. chronic kidney disease.

History & integrations

• Attach documents and images to service line items for complete context.
• Maintain full client and patient history linked to services and invoices.

Collaboration

• Task assignments and internal comments per case.
• Role‑based permissions protect confidential notes.