> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opsync.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Patients

> View and manage patient records

View and manage all patient records.

![Patients list](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/admin_patients.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=8881f898648ac81fc36bbc2750586d07)

## Finding patients

Use the search bar to find patients by:

* Name
* Email address
* Phone number

The list shows:

| Column | Description |
| - | - |
| **Name** | Patient's full name |
| **Email** | Email address |
| **Phone** | Mobile number |
| **Date of Birth** | Patient's DOB |
| **Created** | When the patient record was created |

***

## Patient detail page

Click on a patient to view their complete record.

![Patient detail](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/admin_patient.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=905f429ed7f233bb6a0f01a86694b56b)

### 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

| Action | Description |
| - | - |
| **Generate OpSync Summary** | Create a summary document |
| **Stop Patient Notifications** | Pause all automated communications |
| **Schedule Patient Recall** | Set up a follow-up reminder |
| **Send Email** | Send a custom email to the patient |
| **Send Post-Procedure Care Instructions** | Email aftercare information |
| **Revalidate** | Re-run ECLIPSE validation |
| **Move to Step 1 / In Practice** | Change booking workflow |
| **Delete Patient** | Remove patient record (cannot be undone) |

***

## Sending a custom email

1. Click **Send Email** in the Actions menu
2. Enter the subject and message
3. Preview and send

![Send email dialog](https://mintcdn.com/opsync/zbI0Fe3EK8B4vO_A/images/admin_patient_email.png?fit=max\&auto=format\&n=zbI0Fe3EK8B4vO_A\&q=85\&s=809daf0917ecc71f8e38bb1712c7399b)

> [!NOTE]
>
> The email will include OpSync branding and your practice footer automatically.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.