Help Center
Step-by-step guides for PatientBook on the web portal and in the app. Each guide shows both, and what's different between them.
Common questions
- How do I add a new patient?
- How do I add a family member?
- How do I book a visit?
- How do I mark a patient as arrived?
- How do I write a prescription?
- How do I upload a patient's report?
- How do I take time off?
- How do I send the booking link to a patient?
- How do I add an assistant?
- How do I switch to another doctor or clinic?
- How do I book an appointment?
- How do I cancel a booking?
- How do I upload a lab result?
- Where are my prescriptions?
- How do I switch account type?
- How do I change the language?
Getting started
For doctors
- Add a patient and their familyFind a patient by phone number, create a file if they're new, and link their family members.Web portalApp
- Book a visitBook a patient into a free time at one of your clinics, and find your visits in the visits list.Web portalApp
- Move a visit through its statusesMark the patient as arrived, start and end the visit, and change a status by hand when plans change.Web portalApp
- Run a consultationStart the visit, write your notes, add diagnoses, medicines and requested tests, and end the visit.Web portalApp
- Work with a patient's fileOpen a patient's file to see their history, upload reports, and read their lab results and archive.Web portalApp
- Set up online bookingSet your working hours and visit lengths, block time off, and share your booking link so patients can book themselves.Web portalApp
- Add an assistantGive an assistant access to your clinics, so they can run your day from the PatientBook app.Web portal
For assistants
For patients
- See your medical recordsYour visits, prescriptions, reports, diagnoses and your doctors' comments, all in the app.App
- Upload a report or test resultAdd your lab results and scans to your record, including the tests your doctor asked for.App
- Book an appointmentBook with your doctor in the app, or from the booking link your doctor sends you, without signing in.AppWeb portal
Still stuck?
Our team answers on WhatsApp and email.