Help center
How to use MedPragma
Short, step-by-step articles for every task at the practice or as a patient.
Getting started
- "You aren't assigned to a clinic": what to do You need to be assigned to a clinic to see appointments and patients. Here's how to fix it for your role.
- Accept a team invitation If a practice invited you, create your user from the link in the email to join its team.
- Accept the Terms and Conditions The first time you sign in, we ask you to read and accept the Terms and Conditions and the Privacy Policy.
- Clinic setup wizard Set up your clinic, professional profile, opening hours and bookable services in a few minutes.
- Contact support Message the MedPragma team from the app and, if needed, let us see your account to help.
- Create your clinic account Sign up, verify your email and choose a plan to start using MedPragma at your practice.
- Find your way around MedPragma The sidebar, clinic switcher, notifications and user menu at a glance.
- How to sign in to MedPragma Sign in with Google, with your email and password, or with a magic link sent to your inbox.
- Quick search (⌘K) Open any section, find a patient or run a common action without leaving the screen you're on.
- Reset your password Forgot your password? Request a link by email and choose a new one.
- Sign in with two-step verification If two-step verification is on, enter the code from your authenticator app after your password.
Your account
- Change or create your password Change your password, or create one if you've only signed in with Google so far.
- Choose which notices you get Turn each type of notice on or off, such as reminders, payment receipts or urgent requests.
- Edit your profile Change your name, email and photo. If you're the owner, also your practice account's name.
- Notification center All your notices in one place: reminders, confirmations, video calls and plan alerts.
- Turn on two-step verification Ask for a code from your phone as well as your password, so a stolen password isn't enough to get in.
Schedule and appointments
- Appointment history See everything that happened to an appointment, such as who booked it, when it was confirmed, payments and cancellations.
- Book an appointment for a patient Book on a patient's behalf from your clinic's booking page or from their chart.
- Complete, cancel or mark a no-show Close each appointment the way it ended, whether the patient was seen, it was cancelled or the patient didn't come.
- Edit an appointment Change an appointment's type, date and time, status, payment, reason or internal notes.
- Share your booking links Share your clinic's link or your personal link so patients can book on their own, around the clock.
- The appointments list Search and filter the clinic's appointments, and see each one's status and payment at a glance.
- The dashboard Your day at a glance, with the next appointment, today's schedule, this week's numbers and quick actions.
- Urgent requests Review your patients' urgent appointment requests and approve or reject them.
- Waitlist Add patients who want an earlier appointment. When someone cancels, MedPragma offers them the time automatically.
Patients
- Add or edit a patient Add a new patient, or update their personal, contact, insurance and medical details.
- Import patients Bring your patients into MedPragma from a CSV, FHIR R4 or HL7/CDA file.
- The patient chart Everything about a patient on one screen, with details, alerts, vitals, notes, appointments, images, odontogram and team notes.
- The patient list Search, filter and open the clinic's patients, and deactivate the ones you no longer see.
Clinical records
- Book the next slot from a consultation At the end of a consultation, book the patient's next appointment in one step.
- Odontogram history and PDF See how the odontogram looked on a given day, print it, or send it to the patient as a PDF.
- Patient files Upload test results, photos and documents to the clinical record, and organize them with a title and category.
- Progress video Turn a series of clinical photos into a video that shows the patient's progress.
- Saved comparisons Save a comparison in the patient's record, with a title, labels and notes, to view it again or share it.
- Share images with the patient Share a comparison or progress video with the patient, with doctors in your account, or through a public link that expires.
- Smart search with # Type
- Team notes Leave internal notes about a patient for your team, outside the clinical record.
- The consultation See the patient on one screen that combines their chart with the visit controls.
- The odontogram Record findings and treatments tooth by tooth and surface by surface, in FDI notation.
- TimeLens: compare images Compare a patient's clinical photos side by side to see how they're progressing.
- Verify the patient's attendance Confirm with a 3-digit code that the patient is present before starting the consultation.
- Vitals Record blood pressure, heart rate, temperature, oxygen saturation, weight and more, and follow how they change.
- Write clinical notes Record each visit in the clinical history, as a draft or final, with tags and search by date.
Telemedicine
- Join a video call (for patients) How to join your video consultation, what to do in the waiting room and how to send files.
- Patient files during a video call Let the patient send you test results or photos during the video call; they're saved in their clinical record.
- Run a video consultation Start the video call from the consultation, share the link with the patient and end the call.
Payments and finance
- Appointment payment statuses What each payment status on an appointment means.
- Bank transfer details Add your bank account so patients can transfer to you and upload the receipt.
- Connect MercadoPago Connect your clinic's MercadoPago account to take online payments for appointments.
- Connect Talo (automatic transfers) With Talo, each bank transfer is validated automatically, with no receipt to upload.
- Payment policies Set how long an unpaid appointment is held, when the patient is reminded, what happens if they don't pay, and whether a deposit is enough.
- Review payment receipts Approve or reject the transfer receipts your patients upload.
- Sales See what you billed in a period, what's still to collect and what each professional brings in.
- Services and prices Add the services you offer, with their price, length and how they're paid.
Reports
Team and clinics
- A clinic's doctors and staff Add professionals, front-desk staff and administrators to a clinic, with their role, specialty and license.
- Clinics Create and edit your account's clinics, choose your default and switch between them.
- Opening hours Set your weekly schedule at each clinic: patients can only book inside it.
- Roles and permissions What each role can see and do in MedPragma.
- Users and invites Invite your team by email, change their role and remove access for people who no longer work with you.
Settings
- API keys Create keys so another system can use your account's API.
- Booking settings Set how far ahead patients must book, how a cancellation is notified, whether attendance is verified and which modules the consultation uses.
- Image privacy Decide whether doctors can share images through a public link.
- Medical database The drug formulary and ICD-10 diagnoses suggested when you type
- Sync with Google Calendar Your appointments show up in your Google Calendar and stay up to date.
- Tags Create the tags your clinic uses in clinical records, and approve the ones doctors propose.
Plan and billing
- Add-ons and packs Add professionals, locations or telemedicine minutes without changing plan.
- Cancel your subscription Move to the Free plan at the end of the period: what's kept and what's deactivated.
- Card and invoices Change the card your plan is charged to, and download your invoices.
- Change plan Compare plans, upgrade or downgrade, and switch to annual billing.
- My plan Your current plan, how much you've used this period and how to expand it.
- What happens at a limit The notices, the grace period and what's blocked when you reach a plan limit.
For patients
- Attendance code Some clinics ask for a code on the day of your visit to confirm you're there.
- Book an appointment online How to book from your clinic's or your doctor's booking link.
- Book from the portal Book again with your clinics and doctors, or paste a booking link.
- Choose a new time after a cancellation If the clinic cancels your appointment, you get a notice with a link to choose another time with the same professional, without signing in.
- My appointments Your appointments as a list or calendar, each one's details and what you can do.
- My images The comparisons and progress videos your doctor shared with you.
- My payments What you still have to pay, your history and your receipts.
- Open a shared link What happens when you open the link to an image someone shared with you.
- Pay for an appointment Pay with MercadoPago, by bank transfer or at the clinic, and how to upload your receipt.
- Request an urgent appointment If no time works for you, request an urgent appointment and follow its status.
- Satisfaction survey Rate your visit in a minute.
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