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How to use the patients page in TurnUp?

The patients page gives you a complete overview of a patient at a glance: their appointments, status and communication with the practice.

📍 Where do I find the patients page?

  1. Go to the TurnUp application.
  2. Click Patients in the menu.
  3. You immediately see the full patient list.

📋 The patient list: what each column means

Besides the basic details (name, phone number, date of birth, gender), a few columns help you day to day:

  • Last seen: the patient's most recent appointment.
  • Next appointment: what's still coming up, if anything.
  • Waitlist: whether the patient is waiting for an earlier slot and is on the waitlist.
  • Last contact: when TurnUp last messaged the patient, and through which channel.
  • App status: shows whether the patient has the TurnUp app.
  • Notification status: shows whether the patient has TurnUp notifications switched on.

⚙️ What you can look up per patient

Use the search bar at the top to look up a patient. You can search by name, email address or phone number.

Each row in the list has a set of actions on the right:

  • View: opens the full patient card.
  • Edit: change the patient's details.
  • View communication: opens the communication log, filtered to this patient.
  • Invite: invite the patient to the TurnUp app.
  • Enable/disable notifications: switch the practice's messages for this patient on or off. More info on notifications here.
  • Delete: deletes the patient record.
  • Remove and exclude from sync: this is the GDPR deletion. Permanent and cannot be undone. More info here.

✉️ Inviting patients to the app

At the top of the list you'll find the Invite on app button. This lets you invite all patients at once, with the choice between everyone or only patients with an upcoming appointment.

 

💬 From patient to communication, and back

Want to see not just the patient card, but also exactly what the practice sent that patient? You can do that in three places:

  • From a patient: click View communication to open the log with all messages for that patient.
  • From an appointment: click the communication icon on an appointment to open the conversation for that exact appointment straight away.
  • From a no-show: the no-show dialog has the same link, so you immediately see what was sent before the patient didn't show up.

🚀 What's in it for you

  • You find the right patient, or a whole group, faster by searching or filtering on things like waitlist, last contact or notification status.
  • You get a complete overview of the communication with a patient, or just one specific appointment, in a single click.
  • You invite all patients to download the TurnUp app in one go.

Any questions? Check the helpdesk or contact the TurnUp support team. We're happy to help.