circleOSProfilesv0.1.9

All the info & actions you need — in one place.

Patient profiles are the centre of day-to-day work in circleOS — details, tags, assignment, appointments, plans, invoices, documents, forms, purchases, communications, and events in one place.

Live

Appointments

See a patient's bookings in context, including cancellations and no-shows, then jump straight into the next workflow.

Live

Documents

Review linked documents on the profile, then publish the patient-facing version only when that record is actually ready to share.

Live

Form submissions

Every form a patient has submitted, in a convenient list with the source flow alongside.

Live

External links

Open the linked patient record in Front, Mixpanel, Sipgate, InSuite, and other connected tools when that patient already exists there.

On the roadmap

Planned

  • Briefings tab

    Every briefing generated by Circle Intelligence for the patient, with verification status from your team.

  • Attribution

    Self-reported patient attribution — see exactly how each patient answered "where did you hear about us?"

Explore the rest of circleOS