Patients and access
When you get access to a patient's record, when it ends, and finding a patient.
How you get access
When a patient books an appointment with you, you're automatically granted access to their full history — not just that appointment. This is by design: it makes the visit useful. The patient's safeguards are that the grant expires and they can revoke it at any time.
When access ends
- Expiration. Grants expire — 30 days by default, measured from the patient's most recent appointment with you, so ongoing care never lapses mid-course. The patient can set a grant to never expire.
- Revocation. A patient can revoke your access whenever they want.
When your access ends, the patient's record hides from you — including notes and results you added while you had access. Nothing you wrote is deleted; you simply can't see it any more, and other doctors with active grants are unaffected. Your clinical entries remain a permanent part of the patient's record.
What "your patients" means
Your My patients list is exactly the patients who currently have an active grant to you. You never see patients who haven't booked with you or who have revoked access.
Finding a patient
Search My patients by:
- Name
- National health / insurance ID
- Email — but only if the patient chose to share their email with you at booking
Email sharing is opt-in per booking, so a patient's contact address is visible to you only when they've allowed it.
Files
You can view and download files a patient has shared with you — either individually or as part of your access grant. Adding files to a patient's record stays with the patient.