Clinician platform
Calendar
Patient context on events

Patient context on events

When an appointment's invitee email matches an existing patient, the event card adds a context panel.

What you'll see

  • Primary diagnosis
  • Session count
  • Last session summary (if any)
  • Quick link to the patient detail page

Matching rule

Matched by invitee email (Calendly) or attendee email (Google Calendar). Match is exact — case-insensitive but no fuzzy matching.

If a patient changes their email, update it in the patient record so future events match.

Unmatched events get a Quick-add patient option instead.