Skip to main content

How to Manage Patients in Berries?

Learn How to Manage and Update Patient Information in Berries.

Updated this week

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. Overview

In the 'Overview' tab, you can edit the patient details, including their name, pronouns, date of birth, and their default template.

4. Session Prep

The 'Session Prep' tab helps you prepare for your sessions by showing the Last Session Summary and any Follow-ups.

5. Session Notes History

The 'Session Notes' tab allows you to view all of the patient's past notes.

6. 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.

7. Diagnosis

In the 'Diagnosis' tab, you can approve or reject suggested diagnoses, or add new ones by searching.


Schedule a Free Consultation Call

Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.

For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.

Did this answer your question?