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.