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

# Patients

> View and manage your clinic's patient records, booking history, and contact information

Every person who books an appointment through Kashfy — whether via WhatsApp or the widget — is automatically added as a patient record. You can also add patients manually.

## The patients list

Navigate to **Dashboard → Patients** to see all patients who have interacted with your clinic through Kashfy.

Each patient record shows:

* **Name** and **phone number**
* **Channel** they came through (WhatsApp or widget)
* **Total appointments** at your clinic
* **Last visit date**
* **Registration date** (when they first booked)

## Patient details

Click any patient to open their full record:

<AccordionGroup>
  <Accordion icon="user" title="Contact information">
    Name, phone number, and the channel through which they first contacted the clinic.
  </Accordion>

  <Accordion icon="calendar" title="Appointment history">
    A full list of all their appointments at your clinic — past, upcoming, completed, and cancelled.
  </Accordion>

  <Accordion icon="messages" title="Conversation history">
    All WhatsApp or widget conversations this patient has had with your AI agent. Click any conversation to read the full chat.
  </Accordion>

  <Accordion icon="info" title="Patient notes">
    Any internal notes your staff has added to this patient's record. Not visible to the patient.
  </Accordion>
</AccordionGroup>

## Adding patients manually

To add a patient without them having messaged your clinic:

1. Go to **Dashboard → Patients**
2. Click **Add Patient**
3. Enter their name and phone number
4. Optionally book an appointment directly from their record

## Patient identity

Kashfy identifies patients primarily by their **phone number**:

* WhatsApp patients: identified by their WhatsApp phone number
* Widget patients: identified by a browser session key (no phone required)

If the same patient contacts your clinic via both WhatsApp and the website widget, they will appear as two separate records (since the widget session doesn't require a phone number). Merging is not yet supported.

## Searching for a patient

Use the search bar at the top of the patients list to find a patient by name or phone number.

## Privacy and data

Patient data stored in Kashfy includes only what is needed for appointment management: name, phone number, booking history, and conversation logs. No medical records or clinical data are stored.

<CardGroup cols={2}>
  <Card title="Conversations" icon="messages" href="/patients/conversations">
    Read the full WhatsApp and widget chat histories.
  </Card>

  <Card title="Appointments" icon="calendar" href="/appointments/overview">
    View all bookings associated with patients.
  </Card>
</CardGroup>