03 · Patient management
The patient's file
Notes, dental chart, files, voice notes, receipts and bookings of one patient, in one place.
Where to find it: Patient management › Patients
Step 1: Open the file
In Patients click the patient's name. At the top are the details, the allergies in red and the patient's doctors. Book makes a booking for them and Add treatment a receipt without a booking.
AHArta HoxhaPenicillinBook1Add treatment236 · +355 69 123 4567Step 2: The tabs
Treatment notes, Dental chart, Files & photos, Audio log, Treatments & receipts and Bookings: each tab is one part of the file.
AHArta HoxhaPenicillinBookAdd treatment36 · +355 69 123 4567Treatment notesDental chartFiles & photosAudio logTreatments & receiptsBookingsStep 3: Treatment notes
Write what was done and click Add note. Tick Add prescription to add a prescription to the note. Every note shows who wrote it and when.
Treatment notesComposite filling 36, local anaesthesia.Add prescriptionAdd noteEKDr. Elira Kola · 19/10/2026 10:52Composite filling 36, local anaesthesia.Step 4: Treatments and receipts
Treatments & receipts lists every receipt of the patient. Click Unpaid to take a payment; Edit corrects a receipt.
Nr.DateTotalStatus2026-11715/10/20264.500 LUnpaidEdit2026-09002/09/20263.000 LPaidEdit
Good to know
- When the patient owes receipts, a notice with the amount shows at the top of the file.
- Only the person who added a note, file or recording, or the clinic's main login, can delete it.
- Edit the patient's details with the pencil at the top of the file.