Healthcare
Visits overview
Patient visit logs.
3 min readvisits, healthcareUpdated 2026-05-26 · v2
Open in your workspace
Goes to /visits
Why use this
You log in-person and telehealth visits per patient with notes and provider attribution.
Benefits:
- Every visit linked to a patient
- Provider and notes captured
- Drives review-request automations
What this is
Visits is the per-patient log of in-person and telehealth visits. Used by healthcare and any appointment-driven service business.
Who can access it
Owner, admin, member, viewer, agency, founder.
What it does
- Lists every visit with date, patient, provider, notes.
- Lets you log a new visit manually.
- Links each visit to follow-up review-request automations.
How to use it
- Open /visits.
- Filter by date or provider.
- Click into a visit to read notes and trigger follow-ups.
Rules and limits
- HIPAA tier required for PHI fields.