Docs
Open ManaNotes
On this page

Manage patients

Add, search, edit and archive patient records.

In progress
Walkthrough video — to be recordedMore videos on YouTube
This guide is being written. The video walkthrough above is on its way. Here’s what it’ll cover — and Mana Agent can already answer most of these questions now.

What this guide will cover

  • Add a patient
  • Search & filter the patient list
  • Edit details
  • Archive vs delete
Related guides
Patient records
Everything a patient record holds — personal, contact, address, emergency and employment details — plus attachments like consent forms.
Merge patients
Combine duplicate patient records into one, keeping all injuries, appointments and history.
Booking
Book, reschedule, cancel and set up recurring appointments — and what to do with no-shows.
Was this helpful?