Client history

Every client has a History tab on their profile that lists every interaction with your clinic, newest first.

What history includes

• Appointments — scheduled, completed, cancelled, no-show, with practitioner and outcome.
• Notes — practitioner notes from each visit (access depends on your role).
• Documents — uploaded files: IDs, past records, consents, test results.
• Invoices & payments — visible to receptionists and accountants, not to practitioners by default.
• Messages — SMS / email MediSync sent on the client's behalf (reminders, confirmations, invoices).
• Tag changes — each tag added or removed, with who did it and when (see Tags).

Filter and search

• Type filter (top of the list) — show only appointments, documents, etc.
• Date range — narrow to a specific month or quarter.
• Free text — search within notes and message bodies.

Open a past visit

Click any row to open the full record:

• Appointment → summary, start/end time, practitioner, attached notes and documents, invoice status.
• Note → the full note plus any attachments.
• Document → inline preview for PDFs and images.

Export

For client-requested copies of records (often required by law):

1. Open More → Export history.
2. Pick the types to include (appointments, notes, documents, invoices).
3. Choose PDF bundle or CSV depending on what the client needs.
4. Click Generate.

MediSync produces a download in a few seconds. The export is audit-logged — your admin can see who exported what when.

Merging duplicate clients

If a client ends up with two profiles (same person, wrong date of birth on one), a clinic admin can merge them under Clients → More → Find duplicates → Merge. Receptionists can't do this themselves — flag it up to the admin with a tag like duplicate-merge-needed.

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In-app help: no dedicated in-app article yet for client history.