Client profile
Open a client's profile, read their tabs and change log, export their record, and archive or restore the client.
Client profile
The client profile shows everything MediSync holds about one client: their details, clinical record, appointments and change history.
Open a client's profile
- In the sidebar, click Clients → Client List.
- Click a client's row. A side panel opens with a short summary.
- Click View Full Profile.
Tip: double-click a row to go straight to the full profile.
What the profile shows
At the top you see the client's name, tags, medical record number (MRN), sex, age and blood type.
On the left, Client Info lists the details entered for the client:
- Demographics: date of birth, sex, nationality, national ID and primary doctor.
- Contact: email, phone and address.
- Emergency Contact: name, phone and relation.
- Financial: insurance provider, policy number and payment method.
- Custom fields: any extra fields your clinic added.
A field with no value shows a dash. Custom fields appears only when the client has custom field values. To change these details, click Edit.
Profile tabs
Which tabs you see depends on the modules your clinic has turned on and on your role.
| Tab | What it shows | When you see it |
|---|---|---|
| Overview | Clinical Summary (blood type, chronic conditions, allergies), Active Medications and the Medical History timeline. See Medical history. | Always |
| Appointments | The client's appointments. | Always. The list needs the Appointments module and permission to read appointments; otherwise the tab shows No appointments found. |
| Clinical Notes | Visit notes. See Client notes. | Your role can read clinical notes |
| Labs & Documents | Lab results and uploaded files. See Labs and documents. | Lab Results module is on and your role can read lab results |
| Pregnancy | The pregnancy dashboard. See Pregnancy. | Gynecology module is on, your role can read pregnancies, and the client is not male |
| Loyalty | The client's loyalty membership. | Loyalty module is on and your role can read loyalty |
| Quotes | Quotes for this client. | Quotes module is on and your role can read quotes |
| Billing & Invoices | The client's invoices: number, issue date, status, total and balance. Click a number to open the invoice. | Client invoicing module is on and your role can read invoices |
| Activity | Who changed what on this client, and when. | Your role can read the activity log |
The Billing & Invoices tab shows the client's 50 newest invoices. To see older ones, open Invoices in the sidebar. Click New invoice to create one for this client. See Client invoices.
Actions at the top of the profile
| Button | What it does | When you see it |
|---|---|---|
| New Visit | Opens the booking form with this client already selected. See Book an appointment. | Appointments module is on and you can create appointments |
| Prescribe | Opens the prescription dialog. | Pharmacy module is on and you can create prescriptions |
| Create Invoice | Opens a new invoice for this client. | Client Invoicing module is on and you can create invoices |
| Export | Downloads the client's record. | Always |
| Edit | Opens the client's details for editing. | You can update clients |
Export a client's record
Use this when a client asks for a copy of their record.
- Click Export.
- Click Export as PDF or Export as Excel.
The file downloads to your computer. It contains the client's profile and medical history. You can't choose which sections to include.
See who changed what
- Open the Activity tab.
- Read the list. Each entry shows who made the change, when, and the old and new values.
To narrow the list:
- Click the chips Created, Updated, Deleted or State change to show only those events. State change covers the client's appointment status changes.
- Pick dates in Range.
- Switch between Detailed and Compact views.
Some old values show Value not stored. MediSync didn't keep the value for that field.
When the profile is read-only
The New Visit, Prescribe, Create Invoice and Edit buttons are greyed out when:
- your role can't update clients, or
- your organization isn't active (for example, it is suspended).
You can still read the profile and export it.
Archive a client
You need permission to delete clients.
- In Clients → Client List, open the client row's Actions menu (or right-click the row).
- Click Archive.
- In the Archive client dialog, click Archive.
Archiving hides the client from the client list. You can restore them within 30 days. After 30 days, MediSync permanently anonymises their personal data. Their clinical history stays in the system, linked to the anonymised record.
Restore an archived client
You need permission to delete clients.
- In Clients → Client List, open the Options menu (the ⋮ button) and click Archived clients. The list now shows Show: Archived only.
- If you use the Cards or Data Grid view, switch to Data Table.
- Open the client row's Actions menu and click Restore.
The client returns to the active list with their history.
If you try to add a new client whose details match an archived client, MediSync offers Restore archived client instead. See Add a client.
Duplicate clients
MediSync can't merge two client profiles. If a client has two profiles, keep the one with the clinical history. Copy any missing details into it, then archive the other one.
Common problems
I can't see a tab that a colleague can see. The tab needs a module or a permission you don't have. Check the table in Profile tabs and ask your clinic admin.
The Billing & Invoices tab is missing. The client invoicing module is off, or your role can't read invoices.
"Can't restore — an active client shares …" An active client has the same phone, email or national ID as the archived one. Edit or archive the active client first, then restore.
The Archive or Restore action is missing. Your role can't delete clients. Ask your clinic admin.
The Restore action is missing even though I have permission. Restore only appears in the Data Table view. Switch to Data Table.