Managing patients

Patients are the people receiving care at your clinic. This page explains how they get accounts in your workspace, where to find the patient list, and how patient data is isolated between clinics.

How patients join your clinic

There are two ways a patient can get an account in your workspace:

Admin registration. An admin goes to Manage Users and clicks Register New User, selects the Patient role, and fills in the patient's details. This works regardless of any other settings and gives you full control over who is added.

Patient self-signup. If your clinic has the self-signup feature enabled, a Sign Up link appears on your clinic's login page and patients can register themselves. When this feature is disabled, the link is hidden and patients can only be added by an admin. This is a per-clinic setting controlled by the platform team.

Both paths produce a standard patient account in your workspace.

The patient list

When the Patient management feature is enabled for your clinic, a Patients entry appears in the sidebar. The Patients List page shows all patient accounts with their name and email address, and has its own + Register New Patient button for adding patients directly.

Click any patient's row to open their detail panel and view or edit their profile. Archiving an account (and seeing which accounts are archived) is done from the Manage Users page, which lists every account in the clinic with its role.

Patient privacy

Each clinic has its own isolated workspace. A patient's records at your clinic — their appointments, medical information, prescriptions, and messages — are visible only within your clinic's workspace. If the same person has an account at another clinic on the platform, that is a completely separate record that you cannot see and they cannot see yours. Isolation is enforced at the database level and is not configurable.