Practitioner Patient Lists

I work in a clinic with multiple practitioners and it would be super helpful if they could access a patient list for only the people they see. I understand there is a way to export a patient list but that has multiple practitioners. Just a click of a button to filter would be better.


Hi there, does the Appointment Schedule report help? You can select which practitioner you want to run the report for?

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Thank you for your response and appreciate the help. I did look into that unfortunately we need a complete list rather than month by month that we would have to edit out the duplicates.


I want this too! list that is interactive - eg has a to do list under each patient/ client would be amazing.

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Yes!!! All of our staff are contractors and do not need access to our entire database from day one.
Please have this feature added!

  • Each Practitioner to only see their past/present clients.
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