The Patient tree

This article explains how to navigate the patient or client tree, manage conditions, clinical history and use clinical tools.

NOTE To change your clinical settings, click your profile icon in the top-right corner and select Profile > Clinical settings. See Add a New User for more information.

The Patient or Client tree

The Patient or Client tree is the section on the right hand side of the screen in the clinical record. The branch that displays by default can be specified in Clinical settings.

  • Use the options available in the Patient or Client tree to add and view information about patients or clients.
  • Use the arrow icons at the bottom of the Patient or Client tree to minimise or expand it

Last updated: 20 November 2024

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