The “Patients” tab provides a comprehensive list of all patients whose data has been collected through orders or questionnaires in the system. Here you can view, edit, and manage patient records.
1. Patient Overview
After clicking on “Patients”, you’ll see a table listing all saved patient records.
Columns in the overview:
Column | Description |
Name | First and last name of the patient |
Date of Birth | Birthdate (format: YYYY-MM-DD) |
Actions:
Search field: Filters entries live as you type a name
Clicking on a name: Opens the detailed view for the selected patient
2. Patient Details
After selecting an entry, the detail page for the respective patient opens. Here, all available personal data can be reviewed and managed.
Main Information:
Field | Description |
Name / Surname | Full name of the patient |
Date of Birth | Date of birth |
Sex | Gender (male / female / other) |
Phone Number | Provided phone number (if available) |
Additional System Data:
Field | Description |
Total Orders | Number of orders associated with the patient |
Last Order | Timestamp of the last order (with direct link) |
Actions per Field:
Icon / Button | Function |
 | Edit the respective field |
 | Delete the respective field from the record |
Comments and Internal Log
At the bottom of the page, you’ll find a section for internal communication and notes.
Area | Description |
Leave a comment | Add an internal comment about the patient’s history |
| Marks the comment as an internal log entry |
| Saves the comment with a timestamp |
Usage Notes
Patient data is typically created automatically through completed questionnaires.
You can edit, supplement, or delete existing data at any time.
Comments and logs are useful for tracking follow-ups or special cases internally.
Patient information is also accessible through linked Orders.