Patients

Find a patient

Search and browse the patient directory.

1. Click into the Filter by name... box above the table.
2. Start typing any part of the patient's name; the table narrows as you type.
3. To clear the filter, delete the text in the box to bring back the full list.
4. Click the Name column header (with the up/down arrow) to sort A–Z, and click again to flip to Z–A.
5. Use Previous and Next at the bottom-right to page through the list.

💡 Tip: Only the Name column is searchable — the filter does not match email or phone.

Add a new patient

1. Click Add New Patient in the top-right of the header to open the Add New Patient dialog.
2. Enter the Legal Name (required, at least 2 characters).
3. Optionally fill in Schedule Name, Email, Phone Number, Date of Birth (the MM, DD, YYYY boxes), Address, Notes, and Schedule Notes (Staff Only).
4. Click Save Patient.
5. A toast confirms "Patient [name] has been saved successfully." and the new patient appears in the list.

💡 Tip: If you enter an Email it must be valid, or you'll see "Invalid email address." Leaving it blank is allowed. Click Cancel to back out without saving.

Edit a patient's details

1. Find the patient's row and click the three-dots (⋯) actions button at the end of it.
2. Click Edit (pencil icon) to open the Edit Patient dialog, pre-filled with their current details.
3. Change any field, such as Legal Name, Phone Number, Email, or Notes.
4. Click Save Patient; a "[name] has been saved successfully." toast confirms the update.

View a patient's chat history

Review past conversations the patient had with the clinic.

1. Click the three-dots (⋯) actions button at the end of the patient's row.
2. Click View Chat History (speech-bubble icon) to open the Chat History for [patient name] dialog.
3. Click any conversation panel to expand it and read the full thread, with status and channel badges and timestamps.
4. Close the dialog (click outside it or the X) when you're done.

💡 Tip: If the patient has never messaged, you'll see No Chat History Found. This page only shows chat history — appointments and pre-pay activity live on their own pages.

Delete a patient

1. Click the three-dots (⋯) actions button at the end of the patient's row.
2. Click Delete (red trash icon).
3. In the Are you absolutely sure? dialog, click Continue to delete or Cancel to keep the patient.
4. A toast reads "[name] has been removed from the system." and the row disappears from the list.

💡 Tip: Deleting is permanent — there is no undo, so use the confirmation step as your safety check.