Patient Details can be accessed and updated directly from Calendar. The following steps show us how:

1. Look on the left of the Calendar, you will see a list of appointments. Just click on the patient icon of any appointment to open Patient Details.

2. A Patient Details window will open. Here you will find two tabs, Basic Details, and Corporate & Membership Details. A Patient’s general information can be edited under the Basic Details page. Now, to add the Patient’s Corporate/Insurance Details and assign a membership of your Clinic’s Loyalty Program, click on the Corporate & membership Details tab.

3. Here you can add a Membership for the Loyalty Points Program of your Clinic. Add Insurance and Policy details. You can also add the Patient’s GSTIN (India Only), under the heading “Important Registration Nos” which is printed on the Invoice at the time of billing.

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