Overview

Contents

    This is the main patient detail page. It provides access to all the information relating to the selected patient.

    The toolbar

    The toolbar provides access to related features. It includes the patient’s system ID number and age in years and months.

    The Tabs

    The page is sub-divided into several sub-tabs providing a logical grouping for the user. The tabs are as follows. Which tabs you see depends on your practice’s settings and on the patient: for example, the NHS tabs appear only for NHS patients.

    Patient Summary

    Patient Treatment History

    Patient Account History

    Patient Recall Settings

    Patient Reminder Settings

    Patient Tasks

    Patient Forms

    Patient Check Lists

    Patient Personal Details

    Patient Family Group

    Patient Note History

    Patient Medical History

    Patient Documents

    Patient Images

    Patient Orthodontic Assessment

    Patient Assessment

    Patient Periodontal Chart

    Patient NHS Registration Details

    Patient NHS Claim History

    Patient History (who changed what, and when)

    Updated on 4th November 2026