Patients
Everything in Caarisma hangs off a patient record: scans, results and treatment plans. This section covers creating records, finding them again and bringing in the patients you already have.
| What they can do | Owner | Admin | Billing Admin | Member | Read Only |
|---|---|---|---|---|---|
| Work with patients, scans and plans | ✓ | ✓ | ✓ | ✓ | View only |
| Appointments and treatment portfolio | ✓ | ✓ | ✓ | ✓ | — |
| Billing details, payment and invoices | ✓ | ✓ | ✓ | — | — |
| Team, seats, lead generation and Expert Finder | ✓ | ✓ | — | — | — |
| Change the licence plan, delete the organization | ✓ | — | — | — | — |
View only
- 01
Add a patient
Open Patients and click 'Add patient'. Fill in at least one identifier — first name, last name or a patient number — and then age, gender and ethnicity. The analysis uses these three to compare the face with the right reference group, so take a moment to get them right. Save, and the patient appears in your list straight away.
Where in the app
Patients › Add patientTip Prefer pseudonymised records? A patient number on its own is enough to identify a patient.
- 02
Open a patient record
Click a patient in the list to open their page. It shows the latest scan with its indices, the index history across all visits and the patient's treatment plans. Edit the patient's details from the same page whenever something changes.
Where in the app
Patients › patient - 03
Find a patient
Search by name, patient number or initials in the field above the list. If your practice uses tags, filter by one or more of them to narrow the list further — for example everyone taking part in a study, or everyone interested in a particular treatment.
Where in the app
Patients › SearchTip Tags are switched on in Settings › Preferences, separately for patients and for scans.
- 04
Import and export patients
Moving from another system? Open the menu on the Patients page and choose 'Import patients'. Select a CSV or Excel file and map its columns to patient fields. To bring existing photos along, add a scan file that links images to patients by patient number, then select the images. The same menu exports your patients by email and exports patient statistics or treatment plans as spreadsheets.
Where in the app
Patients › Menu › Import patientsTip Download the template on the import screen first — it already has the right column names.
Try it in your own practice
Set up your practice in minutes, add your first patient and read your first analysis today — or let us walk you through it.
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