Patient management

Everything around the patient record itself: creating patients, navigating the record, customizing each chart, and tracking whether families are actually engaged.

In this section

• Adding a patient: manual entry or from a Calendly event
• The patient detail hub: the six-tab record (Summary, Trends, Care Plan, Messages, Visits, Settings)
• Messages & handouts: reaching families between visits
• Per-patient chart setup: show or hide records for specific patients
• Engagement tracking: Last Active, engagement badges, reminder drips
• Resending invites & re-onboarding: for families who never finished setup