In manual mode, you need to create a patient record before starting a recording session. This gives ClinDoc the clinical context it needs to generate accurate, personalized treatment notes.
If you connected an integration (like Cliniko), your patients are synced automatically and you can skip this step. This article applies to manual mode users.
Creating a patient
- Open Agent View or navigate to Patients from the sidebar.
- Click New Patient.
- Fill in the patient details. At minimum you need a first name and last name.
- Click Save. The patient will appear in your patient list and be available when starting sessions.
Patient information fields
The patient form is organized into sections:
Basic information
- First name and last name (required)
- Date of birth
- Gender
- Medical Record Number (MRN)
- Default clinic assignment
Contact details
Email, phone number, and mobile number. These are optional but useful for record-keeping.
Address and emergency contact
Street address, city, state, postcode, and country. You can also add an emergency contact with name, phone, and relationship.
You don't need to fill in every field to get started. A first and last name is enough to create the patient and start recording. You can always come back to complete the profile later.