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Patient app

What your patients see: their appointments, invoices, records and photos.

Where to find itPatient app
PatientsStaff

Patients get their own small interface, separate from the staff platform. They sign in with a one-time code sent to their email address — no password to forget — and see only their own appointments, invoices, medical records, photos and profile.

What you can do here

  • Sign in with a code sent by email, without a password
  • See upcoming and past appointments
  • See invoices and pay them
  • See medical records shared with them
  • See their photographs
  • Check and correct their own profile details

How a patient signs in

  1. 1

    The patient enters their email address

    It must be the address held on their record.

  2. 2

    A six-digit code is emailed to them

  3. 3

    They enter the code

    They are signed in. There is no password to create, forget or reset.

Note

If a patient cannot sign in, the usual cause is a different or misspelt email address on their record. Check it in the patient file and correct it.

What the patient sees

SectionContents
HomeA greeting and an overview of what needs their attention.
My appointmentsUpcoming and past appointments with dates and times.
My invoicesTheir invoices, and the ability to pay outstanding ones.
My medical recordsRecords shared with them.
My photosPhotographs from their treatment.
My profileTheir own contact details.

Important

Patients see only their own data. Even so, remember that anything on their record may be read by them — write clinical notes accordingly.

Supporting patients on it

  • Point them at the app instead of emailing documents when they ask for a copy of something
  • Encourage payment through the app rather than by bank transfer with a missing reference
  • If a patient reports missing information, check what is actually on their record — the app shows only what exists
  • Correcting an email address in the patient file immediately fixes their sign-in

Related pages

Last updated September 2025. Screens may differ slightly depending on your plan and role.