Managing patient information efficiently is crucial for smooth practice operations. In this guide, you'll learn how to manage and update patient details, helping Berries generate more accurate and personalized notes.
1. Enter the Patients Page
In Berries header, click on Patients to access the Patients page.
2. Enter Patient Profile
From the patients list, select the patient you'd like to review.
3. Patient Overview
In the 'Overview' tab, you can view the patient details, including their name, pronouns, date of birth, and their default template. You will also find the Session Preparation which includes the Last Session Summary and Follow-ups on this tab.
4. Session Notes History
The 'Session Notes' tab allows you to view all of the patient's past notes.
5. Treatment Plan
In the 'Treatment Plan tab', you can review the most up-to-date treatment plan. To copy it, scroll down to the bottom of the page and click Copy. Learn more about the Treatment Plan feature in this article.
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