Patients

The Patients module centralizes all historical, communication, and document information for everyone treated at the clinic. It provides a 360-degree profile of each patient's behavior and needs.

Patient List Management

Smart search

You can search by name, phone, or DNI.

Quick edit

Edit basic information directly using the pencil icon in the list.

Merge patients (deduplicate)

If you discover duplicate records for the same patient:

1. Select the checkboxes to the left of the duplicate names.

2. Use the merge option to unify their histories into a single profile.

Patient Profile: Summary

Clicking a name opens the detailed profile:

WhatsApp integration

A direct button takes you to their chat. You can toggle Bot Automation on/off if you prefer to handle communication for that patient manually.

Internal notes (persistent)

Unlike appointment-specific notes, these stay permanently on the profile (e.g., vital for patient safety):

• "Latex allergy"

• "Requires wheelchair"

Analytics and behavior

The system analyzes patient patterns automatically:

Metric	Description
No-Show Risk	An orange alert warns you if the patient has a high rate of missed appointments, suggesting manual confirmation
Attendance Rate	Attendance rate metric
Most Frequent Service	Most frequent service
Preferred Booking Pattern	Preferred booking pattern (e.g., "Prefers Thursday mornings")

Restrictions (Do Not Schedule)

You can restrict a patient from booking with specific providers.

Effect:

• The patient cannot book themselves with that provider through the online portal.

• If an admin tries to book the patient with a restricted provider manually, the system will trigger a warning before allowing confirmation.

History: Appointments and Chat

Appointment history

A complete list of all past and future visits.

Chat history (integrated WhatsApp)

View the entire conversation history between the clinic and the patient. You can even compose and send WhatsApp messages directly from the software.

Document Center

The Document Center allows you to digitize and store patient documents within Turno, keeping them organized and accessible without filling up WhatsApp storage on clinic phones.

Uploading documents

When uploading a file, you must:

1. Select the document type from the following categories:

   • Lab result

   • Diagnostic image

   • Prescription

   • Informed consent

   • Referral

   • General

2. Add a description with a clarifying note about the uploaded file.

Supported formats

The Document Center accepts PDF, JPG, and PNG files.