Patient records overview

Every patient has one record shared safely across your team.

What a patient record holds#

• Demographics, contact details and family or household relationships
• Consultation history and clinical notes
• Documents, with secure tokenised upload links for patients
• Diagnostic and pretest images from your equipment
• Spectacle, contact lens and therapeutic prescriptions
• Purchase and billing history
• Quick notes and tasks for your team

Sharing with patients#

Invoices, clinical letters and spectacle or contact lens prescriptions can be shared with patients as secure view links by SMS or email — no patient login required.

Document uploads#

Generate a time-limited upload link (for example, a QR code at pretest) so patients or equipment operators can attach files directly to the right record.

Note: step-by-step guides with screenshots are being prepared. If you need help sooner, contact support.