What practitioners see
A practitioner sees their own patients: anyone they have an appointment with, and new patients with no appointments yet. On the Notes tab, they see only the notes they wrote.In this section
Find and add a patient
Search for a patient and add a new one, including from any picker.
The patient record
The tabs on a patient’s record, editing their details, and sending a booking link or form.
Patient files
Upload, preview, rename and delete files, accept files from patients, and upload many at once.
Read details from a referral PDF
Let Bilby read a referral letter and suggest details for you to check and save.
Referrals
Add a referral, fill it from a PDF, and see how sessions are counted.
Set up who pays
Add a funding arrangement so invoices go to the right billing party.
Merge duplicate patients
Merge two records for the same person, and undo a merge.
Questions about patients
Answers to common questions about patient records.