Finding patients
Use the search bar to find patients by:- Name
- Email address
- Phone number
Patient detail page
Click on a patient to view their complete record.
Booking Information
Shows the current booking status, type, specialist, and stage. Quick access to:- Create a new booking
- View full booking details
Manual Payment
Charge the patient’s saved card for any amount.Email History
View all emails sent to the patient:- Search by subject or content
- See sender and recipient
- View delivery status
SMS History
View all SMS messages sent to the patient:- Message content
- Delivery status
- Timestamp
Patient Details
Full patient information including:- Personal details (name, DOB, gender)
- Contact information (mobile, email)
- Medicare information (reference number, Medicare number)
- Funding information (health fund, gap type, membership number)
- OpSync ID
Actions
Sending a custom email
- Click Send Email in the Actions menu
- Enter the subject and message
- Preview and send
The email will include OpSync branding and your practice footer automatically.