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Patients workspace

One patient profile for calls, charts, and outreach

Demographics, do-not-call, recent appointments, inbound and outbound communications, booking emails, periodontal charts, and staff notes - in the Patients workspace concierge teams and clinicians use every day.

Why teams work from Patients

Unified communications

Inbound AI calls, reminders, campaigns, and booking emails on one timeline.

Preferences in one place

Do-not-call and booking email toggles per patient, with centre-wide rules.

Clinical context nearby

Appointments, periodontal charts, and chart notes without switching tools.

Day-to-day flow

  1. Find the patient

    Search by name, phone, or ID from the directory.

  2. Review context

    Scan recent appointments and communications before calling back.

  3. Take action

    Open charts, resend booking emails, or review call transcripts.

Outcomes for operations

Faster

First-touch resolution

Coordinators reopen cases with transcripts instead of repeating intake.

Fewer

Tool switches

One profile replaces hunting across voicemail, email, and EMR snapshots.

Frequently asked questions

Is Patients a full EMR?

No. It centralizes GenieAI communication, charting, and outreach alongside your EMR.

Can we use "Patient Pillar" in training?

The product label is Patients; teams can use either term internally for the unified profile concept.

Who sees periodontal charts?

Role-based access, enabled per centre by administrators.

See Patients with your workflows

Walk through profiles, communications, and handoffs for your team.