The patient card

Who can do this: Everyone on your team. Collect needs the Owner, Office Manager, Billing or Front Desk role. The Access tab is for Owners.

The patient card opens on the right whenever you click a patient’s name, in Patients, the Schedule, Messages and elsewhere.

The header

Under the name, tags flag what matters at a glance: Blacklisted, Automation off, New Patient, Inactive, Balance due and Pending Tx.

The buttons:

Button	What it does
Message	Text the patient. Greyed out if there’s no phone number.
Schedule	Book an appointment. See Other ways to book.
Review	Texts the patient a review request right away.
Collect	Take a payment: Send Payment Request, Physical Terminal, Virtual Terminal, Prepare Payment Plan or Card on File. See Take a payment.
Sync	Pulls this patient’s latest details from Open Dental again.

Click the patient’s picture (or initials) to add or change their photo. It’s also saved to Open Dental.

Below the buttons, a strip shows the Balance, Next visit, Last seen and Hygiene status.

The tabs

Tab	What’s on it
Details	Contact details, demographics, amount due and outstanding treatment, next appointment, last visit, hygiene, and insurance.
Family	Everyone in the patient’s family in Open Dental, with the guarantor marked. Click someone to open their card.
Appts	The patient’s appointment history from Open Dental.
Notes	Staff notes about the patient. Click Add Note to write one. These aren’t clinical notes.
Tx	Treatment plans. People who can present treatment plans can send or present them from here.
Docs	Completed forms and signed treatment plans. They appear automatically; nothing is uploaded by hand.
Score	When each kind of automatic message last went to this patient. Messages staff sent by hand aren’t counted.
Comms	The patient’s communication log: texts, calls and other messages linked to them.
Prefs	Communication preferences and do not contact. See Communication preferences and do not contact.
Member	Their membership plan. Only shown if your plan includes Membership Plans.
Chat	The text conversation with the patient. Type in the box and press Enter to send.
Access	Who opened this patient’s record and when, and anything sent out about them. Click Export to download it. Owners only.

Caution

The card uses the office picked at the top left. With All Locations picked, it uses your first office, and some tabs ask you to pick a location. Pick the patient’s office first.