> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bilby.health/llms.txt
> Use this file to discover all available pages before exploring further.

# The patient record

> The tabs on a patient's record, editing their details, and sending a booking link or form.

## The patient record

The top of the record shows the patient's name, date of birth and status, with **Book appointment** and the **More patient actions** menu (three dots). What's in that menu depends on your role.

If the record says the patient is deceased, confirm this before you book more appointments or submit claims.

Each part of the record has its own tab: details, appointments, notes, prescriptions, billing, referrals, messages, files and forms. See [Clinical](https://docs.bilby.health/clinical/overview), [Billing and payments](https://docs.bilby.health/billing/overview), [Referrals](https://docs.bilby.health/patients/referrals.md), [Messages and follow-up](https://docs.bilby.health/messages/overview), [Patient files](https://docs.bilby.health/patients/files.md#upload-a-file) and [Forms](https://docs.bilby.health/forms/overview).

An appointment with a clinical note or billing activity can't be deleted. Cancel it instead.

## Edit patient details

1. Open the patient's **Details** tab.
2. Select the pencil button on the section you want to change.
3. Make your changes, then select **Save** in the bar at the bottom of the screen.

Nothing is saved until you select **Save**. Select **Reset** to undo your changes.

### Stop SMS to a patient

Edit the personal details and turn off **Allow SMS messages**, then save. A patient who replies STOP to a text is opted out too, and START opts them back in.

### Medicare card and DVA details

On the **Details** tab, select **Add card details** (or **Edit card details**) and enter the card. For a veteran, add the DVA file number and card. If you don't know the IRN, use 1.

Saving a changed card clears its last check, so check it with Medicare again. See [Medicare and DVA](https://docs.bilby.health/medicare/overview).

### Funding identifiers

Private health fund, NDIS, WorkCover and TAC numbers are on the **Billing** tab, under **Funding arrangements**.

### Make a patient inactive

On the **Details** tab, set the patient status to inactive. Inactive patients aren't offered when you book, but their record stays and you can find them in search. Set them back to active at any time.

## Send a booking link

> [!NOTE]
>
> Not every practice has this yet. Bilby turns it on for each practice. If you can't see it, contact Bilby support.

Admins and reception can send a patient a private booking link. The patient picks a time and pays a deposit to confirm.

Select **More patient actions**, then **Send booking link**. See [Online booking and patient pages](https://docs.bilby.health/online-booking/overview).

## Send a form

Open the patient's **Forms** tab and select **Send form**. See [Forms](https://docs.bilby.health/forms/overview).


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