Patients

5.1 Patient List

Patients shows all your patients. You can filter by status using the tabs at the top:

Status	Meaning
Active	Currently in treatment — default view
Inactive	Treatment paused (e.g. on a break or waiting list)
Discharged	Treatment formally ended
Archived	Removed from active use; records are preserved but hidden
Pending	Self-registered via the public form, awaiting your approval

5.2 Adding a Patient

Click Add patient and fill in:

• First name and last name (required)
• Email — needed if the patient will use the portal
• Phone — needed for WhatsApp notifications
• WhatsApp opt-in — tick this if the patient has agreed to receive WhatsApp messages
• Date of birth, gender, address (optional)
• Notes — internal notes visible only to you

5.3 Patient Detail Page

Clicking a patient's name opens their detail page, which shows:

• Profile — demographic and contact information
• History — total sessions, last appointment, first appointment
• Appointments — their full appointment history
• Session notes — your private clinical notes (never visible to the patient)
• Invoices — all invoices and receipts
• Documents — files shared with this patient
• Messages — the messaging thread

5.4 Patient Statuses

Change a patient's status from their detail page using the Status dropdown.

• Active → Inactive: treatment paused. Patient still receives notifications by default.
• Active → Discharged: treatment ended. Notifications off by default (configurable in Settings).
• Inactive / Discharged → Active: treatment resumed.
• Archiving: go to the patient's detail page → Archive patient. This is a permanent action — it requires a confirmation step and cannot be undone from the UI. Archived patients remain in the database for compliance purposes.

5.5 Approving Pending Patients

When a patient self-registers via the public /register form, they appear in the Pending tab with a PENDING status. From the Patients → Pending page, you can:

• Approve — activates their account and sends an invite email with a link to set their password
• Reject — removes the registration