Manage patient records

Create a new patient record, update contact and relationship information, store patient files, enter administrative notes, or send the patient an invite to access their patient portal.

For more details and step-by-step instructions, see Create a new patient record, Edit a patient's record, View and collect patient files, Administrative notes overview, or Patient portal overview.

Quick Start Videos

Open a patient record Learn how to search for and open a patient record.

Create a patient record Learn how to create a new patient record.

Letters overview Learn how to create a letter from a template and configure your practice's templates.