Summary Side Panel

Summary

The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details.

Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system.

Using the Summary Side Panel

The Patient Summary Side Panel can be accessed from any screen by selecting the double-arrow icon on the top left of the screen, once a client has been selected.


Selecting this icon will open the side bar as shown below:


This bar contains the following information:

Note: Users have the choice of which patient reminders show in the 'Reminder Summary' section. This is by using the tick boxes within the reminder types library.


Looking for more information?

Head into our support portal page where you will find various ways you can reach our dedicated customer support team.

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