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View patient history

When to use this: reception or a doctor needs a quick timeline of a patient’s visits — past appointments, consultations, vitals, and billing — without opening each record separately.

Who can do this: Receptionists and doctors assigned to the practice.

Where to go

Clinical → Clinic CMS → Appointments → Patient history tab

Appointments Patient history tab — patient selector and appointment timeline
Patient history — search a patient, then browse appointments and consultations in one place.

Steps

  1. Open Appointments and switch to Patient history.
  2. Search and select the patient in the Patient field.
  3. Optionally narrow by Practice or Doctor.
  4. Use the Appointments / Consultations sub-tabs to switch timelines.
  5. Click a row to see details — reschedule, reprint a token, open the consultation, or download a prescription when available.

Tips

  • Use patient history when a walk-in says “I was here last week” — confirm the date and doctor before booking.
  • Doctors can review prior notes before starting today’s consultation.