{"id":9884,"date":"2023-12-11T13:09:15","date_gmt":"2023-12-11T13:09:15","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=9884"},"modified":"2024-03-25T08:03:43","modified_gmt":"2024-03-25T08:03:43","slug":"patient-profile","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/patient-profile\/","title":{"rendered":"Patient Profile"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Daftra can help you manage your patients and keep accurate records of their information as well as a history of past check-ups, prescriptions, or surgeries.\u00a0 Add notes, attach patients\u2019 documents, x-rays, and analyses, and share their updates with them. Conduct post-care check-ins to verify patients understand medical instructions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Manage appointment scheduling and check-in schedules between patients and doctors. Send patient alerts to keep them up to date on any changes to their medical condition or prescriptions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s break down each feature mentioned in the introduction and guide you through managing patients:<\/span><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Patient Details&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711351703056{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">To view a patient\u2019s profile click on \u201c<\/span><b>Clients<\/b><span style=\"font-weight: 400;\">\u201d in the main menu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From the dropdown menu click on \u201c<\/span><b>Manage Clients<\/b><span style=\"font-weight: 400;\">\u201d if the patient you need is already added to your patients&#8217; list.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> If not you\u2019ll need to add the patient from the \u201c<\/span><b>Add new client<\/b><span style=\"font-weight: 400;\">\u201d tab. <\/span><b><\/b><\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711351863137{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p><b>Note: Before starting, make sure to <\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-client-follow-up-app\/\"><b>enable the client follow-up app<\/b><\/a><b> in your account.<\/b><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9887\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled.png\" alt=\"\" width=\"1366\" height=\"643\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled-300x141.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled-1024x482.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Untitled-768x362.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">You&#8217;ll find, in the patient&#8217;s details, all the information that was entered in the &#8216;<strong>add new client<\/strong>&#8216; tab, such as patient info, account info, and additional details about the patient, such as the registration date, whether the patient has any chronic diseases or details about previous surgeries.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<b>Note: For more info about how to add a new patient\/client refer to the \u201c<\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\"><b>Add new client<\/b><\/a><b>\u201d guide.<\/b>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Add Notes \/ Attachments&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711351988692{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Add Notes\/ Attachments<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9890\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes.png\" alt=\"\" width=\"1366\" height=\"640\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes-300x141.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes-1024x480.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Notes-768x360.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Fill in the following information to add a note to the patient\u2019s profile:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Date<\/b><span style=\"font-weight: 400;\">: Add the note date<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Time<\/b><span style=\"font-weight: 400;\">: Enter the time that the note was added.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Action performed<\/b><span style=\"font-weight: 400;\">: Choose the desired action from the dropdown menu under action performed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Update status<\/b><span style=\"font-weight: 400;\">: Select the patient\u2019s status.<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711352130148{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p><b>Note<\/b><span style=\"font-weight: 400;\">: Actions and status are customizable you can click on \u201c<\/span><b>edit actions list\u201d \/ \u201cedit status list<\/b><span style=\"font-weight: 400;\">\u201d to edit the existing actions or status or click on \u201c<\/span><b>add new action\u201d \/ \u201cadd new status<\/b><span style=\"font-weight: 400;\">\u201d to add new ones. Refer to the following guides for more information \u201c<\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/edit-appointment-action-list\/\"><span style=\"font-weight: 400;\">Edit actions list<\/span><\/a><span style=\"font-weight: 400;\">\u201d.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text]<span style=\"font-weight: 400;\">In the note or the text box type the required notes with formatting tools. Click on the checkbox \u201c<\/span><b>Share with Client<\/b><span style=\"font-weight: 400;\">\u201d if you want the client to be able to view the notes and attachments on their portal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To attach files click on the \u201c<\/span><b>Upload<\/b><span style=\"font-weight: 400;\">\u201d button, drag or choose from your computer any document or image you need to attach to the patient\u2019s profile.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Click on the \u201c<\/span><b>Save<\/b><span style=\"font-weight: 400;\">\u201d button on the top right of the screen.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-376.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9894\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-376.png\" alt=\"\" width=\"1022\" height=\"642\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-376.png 1022w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-376-300x188.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-376-768x482.png 768w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">To view the notes or attachments that you have previously uploaded click on\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201c<\/span><b>Notes \/ Attachments<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You\u2019ll find all the attachments and notes here arranged from the newest to the oldest.<\/span><\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9896\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377.png\" alt=\"\" width=\"1104\" height=\"641\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377.png 1104w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377-300x174.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377-1024x595.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-377-768x446.png 768w\" sizes=\"auto, (max-width: 1104px) 100vw, 1104px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Schedule Appointment&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711352214176{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Schedule Appointment<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As shown in the screen illustrated in the following photo, there are a few info about the appointment that you need to fill out to schedule the patient\u2019s appointment these info are:<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Date<\/b><span style=\"font-weight: 400;\">: Select the date of the appointment in this field.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Time<\/b><span style=\"font-weight: 400;\">: Set the appointment&#8217;s desired time.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Duration<\/b><span style=\"font-weight: 400;\">: Specify the value to set the period the appointment will take.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Actions<\/b><span style=\"font-weight: 400;\">: Select the required action from the \u201cActions\u201d list<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Notes<\/b><span style=\"font-weight: 400;\">: Add notes for the appointment if needed in the attached text editor with formatting tools.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-378.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9899\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-378.png\" alt=\"\" width=\"963\" height=\"567\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-378.png 963w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-378-300x177.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-378-768x452.png 768w\" sizes=\"auto, (max-width: 963px) 100vw, 963px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><b>Share with Client<\/b><span style=\"font-weight: 400;\">: Send appointment details to the client.<\/span><\/p>\n<p><b>Recurring<\/b><span style=\"font-weight: 400;\">: The appointment will be repeated at fixed intervals until a specified date.<\/span><\/p>\n<p><b>Assign to staff members<\/b><span style=\"font-weight: 400;\">: One or more employees whether a doctor, nurse, or receptionist can be chosen to view and follow up on the appointment with the patient.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<b>Note: For more information about appointments refer to the \u201c<\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/managing-appointments\/\"><b>Managing Appointments<\/b><\/a><b>\u201d guide.<\/b>[\/vc_message][vc_column_text]<span style=\"font-weight: 400;\">To view scheduled appointments <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Appointments<\/b><span style=\"font-weight: 400;\">\u201d<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Send an Email to a Patient&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711352407030{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Send Mail<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fill in the requirements to send an email to a patient:<\/span><\/p>\n<p><b>Subject<\/b><span style=\"font-weight: 400;\">: Add the email subject in the subject field.<\/span><\/p>\n<p><b>To<\/b><span style=\"font-weight: 400;\">: Enter the recipient\u2019s email address.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-381.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9903\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-381.png\" alt=\"\" width=\"928\" height=\"642\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-381.png 928w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-381-300x208.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-381-768x531.png 768w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><b>Body<\/b><span style=\"font-weight: 400;\">: You\u2019ll find the variables illustrated in the previous photo that will help you fill in the email with your clinic\u2019s logo, name, address, and so on.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Replace these variables with your info and enter the desired email content whether it is a confirmation or a reminder for an appointment, a medical prescription, or whatever is needed to be sent to the patient.<\/span><\/li>\n<li><b>Attachments: <\/b><span style=\"font-weight: 400;\">You can attach documents and images to the email. To do so click on \u201c<\/span><b>Choose File<\/b><span style=\"font-weight: 400;\">\u201d and select the desired attachment.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><b>Placeholder<\/b><span style=\"font-weight: 400;\">: Placeholders are used to be able to save a message as a template and send it to different clients without rewriting it for each client. Placeholders are automatically replaced by the correct value before sending the email.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-382.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9907\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-382.png\" alt=\"\" width=\"805\" height=\"642\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-382.png 805w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-382-300x239.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-382-768x612.png 768w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Send an SMS&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711352650034{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Daftra allows you to send SMS messages to the client that include notifications regarding invoices, appointments, or other matters.<\/span><br \/>\n<b><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\"><b>Important Notes:<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">The SMS app must be activated from the Apps Manager. For more details, refer to the guide &#8220;<\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-sms-app\/\"><b>Enabling the SMS App<\/b><\/a>&#8220;<span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">The account must be linked with one of the SMS service providers. For more details, refer to the guide &#8220;<\/span><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sms-provider-settings\/\"><b>Setting up the SMS Service Provider&#8221;<\/b><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-383.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9909\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-383.png\" alt=\"\" width=\"873\" height=\"384\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-383.png 873w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-383-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-383-768x338.png 768w\" sizes=\"auto, (max-width: 873px) 100vw, 873px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;Create Invoice&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711352703147{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Create Invoice<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You\u2019ll be directed to the Invoice page to fill out the invoice data.<\/span>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711352800310{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p><b>Note: Before you start, make sure that the \u201c<\/b><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-sales-app\/\"><b>Sales<\/b><\/a><b>\u201d App is activated on your Daftra account.<\/b><\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-384.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9911\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-384.png\" alt=\"\" width=\"829\" height=\"612\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-384.png 829w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-384-300x221.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-384-768x567.png 768w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Enter the basic information, and the client for the invoice will be automatically added from the previously chosen client profile.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also add products\/services, specify quantities, change the price if you need to change the default product price in your inventory, and select the tax applied to each product individually if needed.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9913\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385.png\" alt=\"\" width=\"1201\" height=\"639\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385.png 1201w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385-300x160.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385-1024x545.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-385-768x409.png 768w\" sizes=\"auto, (max-width: 1201px) 100vw, 1201px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<strong>Note: For more details about how to create a sales invoice refer to the \u201c<a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-create-an-invoice-in-daftra\/\">Creating sales invoice<\/a>\u201d guide.<\/strong>[\/vc_message][vc_custom_heading text=&#8221;Assign to a Staff Member&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711353583849{margin-left: 120px !important;}&#8221;][vc_column_text]<span style=\"font-weight: 400;\">Daftra provides you with the ability to assign a dedicated doctor or staff member to the patient\u2019s profile. This feature ensures seamless communication and personalized care plans.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on \u201c<\/span><b>More Actions<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From the dropdown menu select \u201c<\/span><b>Assign to a Staff Member<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-439.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9915\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-439.png\" alt=\"\" width=\"834\" height=\"611\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-439.png 834w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-439-300x220.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-439-768x563.png 768w\" sizes=\"auto, (max-width: 834px) 100vw, 834px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Select the responsible staff member for this patient then click \u201c<\/span><b>Save<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-441.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9917\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-441.png\" alt=\"\" width=\"820\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-441.png 820w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-441-300x219.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-441-768x561.png 768w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Then the staff member\u2019s name will appear on the top left of the screen under the patient&#8217;s name.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;Add Medical Prescription&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711353655771{margin-left: 120px !important;}&#8221;][vc_column_text]<span style=\"font-weight: 400;\">You can add the patient&#8217;s medical prescription to his profile so that doctors can easily follow up with him and access all of his data from one place.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Click on the \u201c<\/span><b>Add<\/b><span style=\"font-weight: 400;\">\u201d button on the top right of the screen,<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click on \u201c<\/span><b>Add Medical Prescription<\/b><span style=\"font-weight: 400;\">\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9919\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-392.png\" alt=\"\" width=\"828\" height=\"589\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-392.png 828w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-392-300x213.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-392-768x546.png 768w\" sizes=\"auto, (max-width: 828px) 100vw, 828px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">To add a medical prescription, include some general patient information as well as the medical prescription information. Fill in the required data as shown in the following image:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-394.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-9921\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-394.png\" alt=\"\" width=\"792\" height=\"502\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-394.png 792w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-394-300x190.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-394-768x487.png 768w\" sizes=\"auto, (max-width: 792px) 100vw, 792px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">General Information\u00a0<\/span><\/p>\n<ul>\n<li><b>Patient Name<\/b><span style=\"font-weight: 400;\">,<\/span><b> Age<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Gender<\/b><\/li>\n<li><b>Illness Complain<\/b><span style=\"font-weight: 400;\">: What does the patient complain about or what is the patient\u2019s disease?<\/span><\/li>\n<li><b>Date<\/b><span style=\"font-weight: 400;\">: The date the prescription was issued.<\/span><\/li>\n<li><b>Doctor<\/b><span style=\"font-weight: 400;\">: Select the doctor responsible for the case.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><b>Medical Prescription<\/b><\/p>\n<ul>\n<li><b>Medicine<\/b><span style=\"font-weight: 400;\">: Enter the prescribed medicine name.<\/span><\/li>\n<li><b>Medical Dose:<\/b><span style=\"font-weight: 400;\"> Specify how many times the patient should take his medicine.<\/span><\/li>\n<li><b>Medical Notes: <\/b><span style=\"font-weight: 400;\">Add any further notes needed.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Thus, we have covered all of the features of the Daftra software in patient management. Now, follow the steps provided in this tutorial for an effective patient management experience.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5044],"tags":[],"class_list":["post-9884","user_manual","type-user_manual","status-publish","hentry","category-medical-clinics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Patient Profile - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/patient-profile\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Patient Profile - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra can help you manage your patients and keep accurate records of their information as well as a history of past check-ups, prescriptions, or surgeries.\u00a0 Add notes, attach patients\u2019 documents, x-rays, and analyses, and share their updates with them. 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