Patient management
How to open a customer card
Opening, editing and deleting the customer card that holds a patient's entire history on one screen.
Where to find it
CustomersCustomers
The customer card is where everything about a patient comes together: the channel they arrived on, the consultant they belong to, their conversations, quotes, documents, payments and internal comments. In medical tourism a patient talks to four different people over roughly two months — this card is the memory of those two months.
Who can open it follows the visibility rules: the assigned consultant, the manager of the patient's group, and Admin/Moderator.
Step by step
- Click on the Customers button in the Customers section of the left menu.
- On the page that opens, click on the name of the Customer whose patient card you want to see.You will then open the customer card.
- If you want to make changes to the customer card, click the Edit button on the right.
- If you want to delete the Customer Card, click on the arrow next to the edit button and click the Delete button.
Tips and common mistakes
- Tip If you do not pick a sales representative when creating a patient, the system assigns you. Remember to choose one when you are creating the record on someone else's behalf.
- Tip Change a patient's sales representative or group and their conversations move too — no separate handover step is needed.
- Careful Records opened automatically by a channel often carry the phone number as the name, and with data masking on it appears as
WhatsApp:+90*******67. Edit the name normally once you know it; if you save without touching the masked name, the system keeps the original intact.
Frequently asked questions
Why can I not see a patient?
Most likely they are not assigned to you and you are not a manager of their team. Have yourself assigned as their sales representative, or ask an admin to add you to the group as a group manager.
Can a deleted patient be restored?
Deleted patients are kept in a separate view. Bulk operations are not available there; talk to an admin to restore a record.
How do I take over a colleague's patients while they are away?
Change the sales representative on those patients to yourself — conversations follow automatically. For a team-wide handover, an admin can make you a group manager of that team.