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🔎 Find a patient

Type in Search Patients at the top of any page: a name or a phone number. Click the patient to open their profile. To search by other details, start your search with a symbol:
A number without a symbol isn’t searched as a file number. Type # before the file number, for example #101.
The full list of symbols is in the help popup of the search box on the Patients page: Searching Patients Instructions

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📋 The patients list

Open Patients from the side menu. 1 Search, 2 filters, 3 New Patient
  1. Search, with the same symbols as above.
  2. Filters: dates, branch, doctor, referral, insurance, tags, price list group and who created the patient.
  3. New Patient.
Click a row to open the patient. You can sort by any column, choose which columns to show, and download the list (up to 1,000 rows at a time). Select patients to send a message or add tags to them.
Add New Tags for All with nothing selected adds the tags to every patient matching the filters. It only adds tags; it never removes them.

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➕ Add a new patient

Click New Patient (on the Patients page, in the + menu, or with + next to the patient field in the appointment form). 1 First and Last Name, 2 Phone Number, 3 Date of Birth, 4 Gender
  1. First Name and Last Name (required).
  2. Phone Number with the country code (required), so the patient can receive SMS and WhatsApp.
  3. Date of Birth. Use the switch to enter the Age instead; note that birthday messages then won’t be accurate.
  4. Gender, and any other details: email, address, assigned doctor, tags, national ID, referral (“How did you hear about us?”), insurance and emergency contact.
Click Create, or Create & View to open the new patient.
If another patient has the same phone number or ID, Dentolize shows a Duplicate Patients warning with links to them. It doesn’t stop you saving, so check before creating a duplicate.
Your clinic can make more fields required in Settings → Clinic → Advanced.

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👤 The patient profile

Patient profile The profile shows the patient’s details, balance, points and alerts, with buttons for a new appointment, reminder, balance, quick invoice and messages. The tabs at the top open the patient’s Medical history, Clinical tests, Chart, X-Rays, Invoices, Payments, Timeline and more.

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✏️ Edit, archive or merge

Click Edit Patient on the profile (or the pencil in the list), change the details and click Update.
  • Delete/Archive: a patient with no records (no appointments, invoices, files…) is deleted permanently. Otherwise they’re archived and appear only in Logs → Archived Patients, where you can Enable them again.
  • Merge Patient: moves all of this patient’s records (appointments, treatments, invoices, payments…) to another patient, then deletes this one. This can’t be undone.