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How to view a patient

This guide explains how to view a patient’s EMR (electronic medical records) page in TidyClinic. This is where you can find all of the information related to the patient, e.g. appointments, medical records, contact details, financials, etc.

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Step 1.

Go to Search patient.

Select the patient you want to view.

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Step 2.

You will then be taken to their patient EMR page.

If you click on the orange pencil you can edit the patient details.

If you click the black pencil you can manage the patient’s medical alerts.

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Step 3.

If you click on an upcoming appointment, a side panel will open on the right-hand side with the appointment details.

From the side panel, you can edit, cancel, or view the appointment. You can also schedule a follow-up appointment by clicking the green calendar icon.

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Step 4.

In the right-hand corner of the EMR page you will see icons to:

  • Create Appointment (this will take you the calendars page where you can create an appointment)
  • Sidexis opens the patients sidexis profile. If they do not have one, it will create them as a patient in sidexis.
  • View or Send SMS to patient
  • View or Send Email to patient

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Step 5.

Under the Treatment plan section you can view your active treatment plan.

Under Prescriptions you can view, edit and delete prescriptions by clicking the binoculars icon.

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Step 6.

Under Patient appointments, you can see all of their appointments.

If you click on an appointment, you’ll be able to view the patient’s appointment status, appointment category, and any notes made during the appointment’s creation.

The appointment status are colour coded as well as the appointment category.

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Step 7.

Under the Reception overview tab you will be able to see any admin notes, communications, and a summary of the patient’s financials.

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Step 8.

You can also see the patient’s appointments.

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Step 9.

Under the treatment plan tab you can view all treatment plans.

Click the binoculars icon to view an overview of the treatment plan.

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Step 10.

Under the charge directly tab you can create new invoices.

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Step 11.

Under the Invoices tab you can view all of a patient’s invoices.

You can view the details of an invoice by clicking the binoculars icon.

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Related Guides

Want to learn more? Check out these related guides

How to Archive a patient

This guide explains how to archive that you no longer want as part of your clinic. Archiving a patient will not delete any data. This guide also explains how to reinstate a patient that has been archived.

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How to edit a treatment plan

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