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The patient list

Updated

Patients shows every patient at the selected clinic.

Who can use it: professionals, administrators and owners. Staff don't have access to patients.

Step by step

  1. In the sidebar, select Patients.
  2. The totals are at the top: patients, active, inactive, insured, with allergies and with WhatsApp opt-in.
  3. Search by name, ID number or email. Accents don't matter: "maria gomez" finds "María Gómez".
  4. Filter by All, Active or Inactive.
  5. On each row:
Patient list with search and filters

Deactivate or delete a patient

  • Deactivating is the right choice when you no longer see someone: in Edit, turn off Active. The patient stops counting as active and all their records are kept.
  • Delete (the bin) is only shown to administrators and the owner, and only works for patients with no appointments or clinical record, such as a duplicate added by mistake. If the patient has records, MedPragma offers to deactivate them instead: clinical records must be kept.

Good to know

  • Your plan has an active patient limit (Free: 150, Solo: 1,000, Growth: 6,000, Pro: 25,000). Deactivating patients frees space.
  • To add many patients at once, see Import patients.

Troubleshooting

Problem What to do
You can't find a patient Check the clinic selected in the top bar, and the Active / Inactive filter.
There's no bin to delete Only administrators and the owner see it. To stop seeing someone, deactivate them.
"…has appointments or a clinical record, which must be kept" It can't be deleted. Select Deactivate patient.