Feature
One patient file for the details your team actually needs.
See contact details, balance, course progress, communication preferences, referral history, claim defaults, tasks, tags, files, account context, and clinical links together.
30 days free. No credit card. No lock-in contract.
The problem
A patient file stops helping when every useful detail lives somewhere else.
Reception needs contact preferences, balances, referral details, tasks, forms, payment methods, and communication history. Practitioners need clinical links and care context. If those details are scattered, small jobs turn into system-hunting.
The fix, in one line
Make the patient file the shared memory of the practice.
iconpractice keeps administrative, financial, communication, referral, task, file, and clinical context connected to the patient record.
How it works
Open the file and see the context around the patient.
Review identity, contact details, profile photo, communication preferences, referral source, balance, and care progress.
Work through communication history, forms, tasks, files, claim defaults, and related clinical records.
Use tags, referral tracking, merge tools, and filtered history views to keep the file organised as the relationship grows.
What it does
Everything staff need before they call, bill, book, or follow up.
See the essentials at a glance.
Contact details, profile photo, balance, course progress, default practice, default appointment type, claim defaults, and referral information are available from the patient file.
Respect each patient's communication choices.
Set separate preferences for bulk email, SMS reminders, email reminders, and birthday SMS instead of relying on one blanket opt-in.
Keep the whole conversation together.
SMS, email, and form history sit against the patient, including sent and received messages and the ability to resend incomplete forms.
Give follow-up work an owner.
Patient tasks can be assigned to a staff member with a due date, priority, and activity log, so follow-up work does not depend on memory.
Track referrals properly.
Use managed referral sources, patient-to-patient referral tracking, and GP or specialist referral details so the practice knows who referred the patient and how long a referral is valid.
Use tags across the practice.
Apply custom tags for clinical flags, communication groups, marketing segments, and reporting workflows without duplicating lists.
Merge duplicate patient records properly.
If a duplicate record slips through, the merge tool combines records and relocates clinical images and attachments instead of leaving staff to copy and clean up manually.
Search appointment history with purpose.
Filter appointment history by type, practitioner, practice, outcome, or free text, and bulk-change future appointment types when a plan changes.
Files and history
The file keeps the audit trail around the patient.
Uploaded files include a description and type, image thumbnails where relevant, and deletion history showing who deleted a file, when, and why. Appointment and invoice history stay connected to the same patient record, with deeper workflows handled by the diary and invoicing screens.
Works with
The patient file connects the work around it.
Questions
Objections, answered.
Can each patient have their own communication preferences?
Yes. Bulk email, SMS reminders, email reminders, and birthday SMS can be managed separately for each patient.
Can staff see the communication history with a patient?
Yes. SMS, email, and form history are kept against the patient, including sent and received communication where available.
Can follow-up tasks be attached to a patient?
Yes. Patient tasks can have an owner, due date, priority, and activity log.
Can duplicate patient records be merged?
Yes. iconpractice includes a merge tool for combining duplicate patient records, including clinical images and attachments.
Try iconpractice free
Full access for 30 days.
No credit card. No lock-in contract. Opening a new practice? Your first 90 days are free. Switching from another system? We import your data for you, free.
No credit card required · No lock-in contracts