Keeping patient information organized is key to smooth front-desk operations, and Clerk makes it easy, even on busy days ✨
➕ Adding a New Patient
Sometimes patients walk in on the fly. No problem. You can add them in three places:
Practice Manager (top right corner)
Schedule (top right corner)
Patients Tab (near the search bar)
All you need to get started is the patient’s first and last name. From there, you can add demographics, contact info, and insurance details.
✨ Quick tip: For the Date of Birth, double-click the year to type it in instead of scrolling
Sex vs. Gender fields
Sex → used for insurance claims
Gender → shown in the Contact Card
To update a patient’s info later, like a new phone number, address, or marking them as inactive, head to the Patient Profile and click the pencil icons to edit each section 💃🏻
🗂 Patient Profile Overview
Each Patient Profile has a Contact Card at the top and 10 tabs below to organize everything.
The Contact Card shows information that follows the patient from Check-In to Check-Out
Name, age, gender, and case type
Careplan name and remaining services
Disclaimer Notes (important info to know each visit)
Next and last appointment dates
Current balance and available credit
Tabs
Details – Demographics, related people, insurance, attorney info, medical history
Appointments – Full appointment history and shortcuts to Outcome pages
Files – Upload PDFs, images, or videos; archive or delete files as needed
Chart Notes – View SOAP notes by appointment date; download by range or type
Financials – Transaction history, invoices, claims, subscriptions, and Superbills
Careplans – Active and past careplans; edit manually if necessary
Alerts – Patient-specific notifications visible on Practice Manager
Contact History – Log of outgoing messages
Pay Integration – Track credit card info and recurring payments if integrated
General Notes – Keep track of miscellaneous patient info; edit, archive, or delete as needed
📁 Managing Files
Uploading and organizing files is simple
Go to the Files tab in the Patient Profile
Drag and drop or select files from your computer
Use the three dots next to a file to archive or delete it
Toggle Show Archived to access previously archived files
💡 File types must be 10 MB or smaller and can include jpg, png, mp4, mov, wmv, gif, pdf, Word, or Excel documents
With everything organized in the Patient Profile, you will have all the info you need at your fingertips, making each visit smoother, faster, and a little more fun 🎉