Managing your patients

This guide uses the word patient. Depending on your profession, the application may use client instead. The steps are the same.

Add a patient

1. Open Patients in the application's navigation, then click Add.
2. Enter the patient's first name and last name. These are the only required fields.
3. If needed, open Add more details to enter additional information, such as a date of birth or contact details.
4. Click Create. Once creation succeeds, the dialog closes and the record is saved.

If the form shows an error, correct the highlighted information or follow the displayed message, then try again.

Find a patient

Use the search field above the patient list. Enter part of the first name or last name; the results update as you type. You do not need to match capital letters or accents.

If there are several pages of results, use the pagination controls. To see the full list again, choose Clear search.

Click a patient's row to open their record. If no result appears, check the spelling or try part of a single name before creating a new record.

Update identity and contact details

1. On the patient record, find Identity and contact details and click Edit.
2. Update the relevant fields. You can expand the additional details if needed.
3. Click Save and wait for the dialog to close after the update succeeds.

The record also brings together follow-up information and a separate area for your free-form notes. Generated follow-up sections can be empty until information is available.

Create a session for this patient

From the patient record, click Start a consultation. Delta opens a new session with this patient already selected.

Creating the session does not start recording. Check the session setup, then start the capture when you are ready.

Review past sessions and reports

1. On the patient record, go to Past sessions.
2. Select a session card to show its report below the cards. Scroll the cards horizontally to browse more sessions.
3. To reach the full session page, use Open session in the report preview.

The preview is read-only. Open the session to edit its report. If a report has not been generated, is still processing or has failed, the preview shows the corresponding status.

On a small screen, some actions appear as icons rather than text. The edit icon is beside the identity section, the new-consultation icon is at the top of the record, and the arrow beside the report title opens the session.