Patients

The Patients page is your practice’s patient registry. Every patient mentioned in a referral — incoming or outgoing — has a record here.

Tabs

• All — every patient in your registry
• Inbound — only patients who arrived via a referral someone sent you

What each row shows

• First and last name
• Date of birth
• Phone
• Insurance
• Number of referrals associated with the patient
• Most recent referral status and date

Click a row to open the patient detail page.

Patient detail

The detail page shows the patient’s demographics, insurance, and the full list of referrals they’re on — sent and received. From here you can:

• Edit demographics
• Open any of their referrals
• Start a new referral for them
• See a timeline of every touchpoint

Adding a patient

Click Add Patient in the top-right. A dialog opens asking for the minimum required fields (name, DOB). You can add insurance and contact info immediately or later.

Most of the time you won’t add patients directly — they’re created automatically when you approve a referral submission or start a new referral from the Send a Referral dialog. Use Add Patient for walk-ins, test data, or patients without an associated referral yet.

Duplicates

If Canairy thinks a new patient matches an existing one (same name, DOB, or phone), you’ll see a prompt asking whether to merge or keep separate. Picking “merge” combines the referrals under one record.