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Managing Patients

The Patients section of the Doctor Portal gives you access to your patient list, their medical history, and tools for organising patient records. The Patients section shows a list of all patients associated with your organisation. You can search for patients by name or other identifying information to quickly find the person you are looking for. Use the search bar at the top of the patient list to filter results. As you type, the list narrows down to show matching patients.

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Viewing Patient Details

When you select a patient from the list, you can view their detailed profile, which includes:
  • Personal information — Name, date of birth, and contact details.
  • Prescription history — A list of all prescriptions associated with this patient, including their current status (approved, signed, declined, etc.).
  • Questionnaire responses — Past anamnesis questionnaire responses submitted by the patient.
  • Notes — Any notes that have been added to the patient’s record by doctors or the support team.
This information helps you make informed decisions when reviewing new prescription requests from the same patient.

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Patient Tags

Tags let you organise and categorise patients. You can add tags to patient records to mark important information or group patients by specific criteria. For example, you might tag patients who need follow-up consultations or who have specific medical conditions relevant to your practice. Tags are visible to other doctors and staff in your organisation, so they can be a useful way to share information across your team.

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Direct Prescriptions

In some cases, you may need to create a prescription for a patient directly, without the patient going through the standard order and questionnaire process. The Doctor Portal allows you to create direct prescriptions from a patient’s profile. When creating a direct prescription:
  1. Navigate to the patient’s profile.
  2. Select the option to create a new prescription.
  3. Choose the medication and dosage.
  4. The prescription will be created and will appear in your Sign Center for electronic signing.
Direct prescriptions follow the same signing and fulfillment process as prescriptions created through the standard order flow. They still require your electronic signature before they can be sent to a pharmacy.

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Tips

  • Keep patient records up to date. Accurate records help you and your colleagues make better clinical decisions.
  • Use tags consistently. Agree on tag conventions within your organisation so that tags are meaningful and useful for everyone.
  • Review patient history before prescribing. Always check a patient’s prescription history before approving a new prescription to avoid duplicates or interactions.