Patient360 - Overview

This guide shows how Patient360 gives a complete, quick-to-scan view of a patient’s contact, medical, financial, and appointment details so you can prepare and act efficiently. It explains where to find key items—health declarations, questionnaires, 3D simulations, forms and consents, medical notes, medication history, invoices, and the full booking timeline—so you always have the right context before consultations or treatments.

14 steps

To find a patient, go to Patients in the top menu. Then use the search bar to filter out based on name or email address

Click "View Details" to access the patient's Patient360

The Overview tab is your landing page in Patient360. It gives you an instant snapshot of key details such as contact information, the latest booking, Silhouette status, outstanding invoices, and recent medical notes. This helps you understand the patient's situation at a glance before diving deeper

The **Patient** tab contains the patient's full contact information. In the **Patient Information** tab you can add or edit a patient's contact information, and also set their communication language. The Patient tab is also where you access the patient's **Health Declaration**, making it easy to confirm medical history and safety information before an appointment.

The **Silhouette** tab shows the patient’s questionnaire answers about their goals, motivations, timeline, and expectations. This helps you tailor consultations and prepare for a more personalized conversation.

The **Crisalix** tab displays all 3D simulations — both those created in the practice and those shared by the patient. You can also create a new simulation directly from here by clicking **Create 3D**,

**Patient Files** shows every image and file uploaded for the patient, whether they came from journal entries, internal notes, or were added manually. You can also see whether each item is shared with the patient or kept internal.

Click the arrow next to **Patient Files** to open **Forms**.\ Here you can review all forms and consents sent to the patient, see whether they’ve signed them, and check when they were completed. This ensures all required documentation is in place ahead of treatments.

The **Journal** tab contains all journal entries, both draft and published. Published entries are visible to the patient in their app.

Use **Internal Notes** when you need to add details that should remain practice-only. These notes are not visible to the patient and are useful for operational follow-ups, context, or staff communication.

The **Medication Log** shows all medications prescribed to the patient. You can also add new medications here, helping you keep treatment and prescription history up to date.

The **Customer Journey** tab gives a chronological log of key actions such as appointments booked, invoices created or paid, forms sent, and refunds issued. This makes it easy to understand the patient’s full history at a glance.

The **Financials** tab lists all quotes and invoices created for the patient, including their status, issue date, and expiry. You can also create new ones from here.

The **Bookings** tab shows the patient’s full appointment history — both past and upcoming — including appointment type, provider and location. You can add new appointments here as well