Linking an encounter to a patient record connects that visit to their history. Once linked, the patient's name appears in the encounter header and their details are available to the AI for future notes.
You can link an encounter at any time after recording — it does not need to happen before the visit starts.
Plan availability: Patient Management is included on the Intensive plan or higher. On Starter and Daily it is available as an add-on. See pricing and plans.
Steps
- Open a completed encounter (left sidebar -> Encounters -> Completed, then click the encounter).
- On the right pane, click the tab name at the top and choose Patient.
- Type the patient's name in the Search patients bar.
- Click the patient to link them.
The pane confirms the link. The patient's name now appears in the encounter header.
If you see "No patient linked"
This means the encounter is not yet connected to a patient record. Follow the steps above to link one.
Troubleshooting
- Patient not appearing in search: Make sure they have been added under Patients first.
- Patients tab not visible: Patient Management may need to be turned on in Settings -> Patient Management.
- Wrong patient was linked: Return to the Patient tab, click the linked patient, and choose to unlink or replace them.