{"id":1359,"date":"2025-02-11T18:32:22","date_gmt":"2025-02-11T18:32:22","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4903643539101-medical-card\/"},"modified":"2026-02-20T11:51:31","modified_gmt":"2026-02-20T11:51:31","password":"","slug":"4903643539101-medical-card","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4903643539101-medical-card\/","title":{"rendered":"Medical card"},"content":{"rendered":"\n<p>You can keep a patient\u2019s medical record directly in <strong>Altegio.<\/strong><\/p>\n\n\n\n<p>This feature is available for the following business types in the <strong>Medical<\/strong> category:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Medical center<\/li>\n\n\n\n<li>Dentistry<\/li>\n\n\n\n<li>Veterinary clinic<\/li>\n\n\n\n<li>Psychotherapy and psychology<\/li>\n\n\n\n<li>Alternative medicine<\/li>\n\n\n\n<li>Hospital<\/li>\n\n\n\n<li>Clinic \/ outpatient clinic<\/li>\n\n\n\n<li>Lab tests<\/li>\n\n\n\n<li>Diagnostic center<\/li>\n\n\n\n<li>Women\u2019s health clinic<\/li>\n\n\n\n<li>Other medical services<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Working with the Medical Record<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the patient\u2019s appointment in the Appointment Book and go to the <strong>Medical Record<\/strong> section. To do this, click <strong>More<\/strong> in the client actions panel if the section isn\u2019t added to <strong>Favorites<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd77955&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd77955\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"959\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-1024x959.png\" alt=\"\" class=\"wp-image-158240\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-1024x959.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-300x281.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-768x719.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-1536x1439.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-360x337.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04-1568x1469.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-06-02-at-15.56.04.png 1646w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>If you add this section to <strong>Favorites<\/strong>, it will be available right away without clicking the three dots.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd7a17d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd7a17d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"919\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-1024x919.png\" alt=\"\" class=\"wp-image-279442\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-1024x919.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-300x269.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-768x689.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-1536x1378.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-360x323.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33-1568x1407.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.43.33.png 1792w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Fill in the required fields. You can enter the following information in the medical record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Medical record number<\/li>\n\n\n\n<li>Date of completion<\/li>\n\n\n\n<li>Client name, gender, date of birth, phone number (auto-filled from the client profile section)<\/li>\n\n\n\n<li>Registration address<\/li>\n\n\n\n<li>Area type (rural, urban)<\/li>\n\n\n\n<li>ID document: series and number<\/li>\n\n\n\n<li>Mandatory health insurance policy (OMS)<\/li>\n\n\n\n<li>SNILS<\/li>\n\n\n\n<li>Marital status (registered marriage, not married, unknown)<\/li>\n\n\n\n<li>Education (professional: higher, secondary vocational, general secondary, basic, primary, unknown)<\/li>\n\n\n\n<li>Employment status<\/li>\n\n\n\n<li>Workplace, job title<\/li>\n\n\n\n<li>Beneficiary category code<\/li>\n\n\n\n<li>Insurance company<\/li>\n\n\n\n<li>Disability status<\/li>\n\n\n\n<li>Blood type, Rh factor, Ph<\/li>\n\n\n\n<li>Allergic reactions<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd7ccce&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd7ccce\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"922\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-1024x922.png\" alt=\"\" class=\"wp-image-279460\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-1024x922.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-300x270.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-768x691.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-1536x1383.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-360x324.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29-1568x1411.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.44.29.png 1782w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>After filling in the form, click <strong>Save data<\/strong>. The completed medical record form will be saved within the patient\u2019s visit.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd7ff58&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd7ff58\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"922\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-1024x922.png\" alt=\"\" class=\"wp-image-279499\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-1024x922.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-300x270.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-768x692.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-1536x1383.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-360x324.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19-1568x1412.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.46.19.png 1792w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>To print the medical record or save it to your device, click <strong>Print medical record<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd831ea&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd831ea\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"929\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-1024x929.png\" alt=\"\" class=\"wp-image-279517\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-1024x929.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-300x272.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-768x697.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-1536x1393.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-360x327.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00-1568x1422.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.47.00.png 1786w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>On the page that opens, set your print options \u2014 then you can save the file as a PDF or send it directly to print.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-1024x684.png\" alt=\"\" class=\"wp-image-279535\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-1024x684.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-300x201.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-768x513.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-1536x1027.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-360x241.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27-1568x1048.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.48.27.png 1954w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can view or edit a saved medical record only within the patient\u2019s visit.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Access permissions<\/h2>\n\n\n\n<p>To work with medical records, grant the required permissions to the team member:<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0b3fd86516&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0b3fd86516\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"501\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-1024x501.png\" alt=\"\" class=\"wp-image-279562\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-1024x501.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-300x147.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-768x375.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-1536x751.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-2048x1001.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-360x176.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2025\/02\/Screen-Shot-2026-02-20-at-15.50.28-1568x766.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Team > Team members list<\/strong>.<\/li>\n\n\n\n<li>Click the employee\u2019s role in the <strong>Role<\/strong> column and open the <strong>Access<\/strong> tab.<\/li>\n\n\n\n<li>In <strong>Medical documents<\/strong>, enable <strong>Medical records > View<\/strong>. Also enable additional permissions for printing and editing if needed.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong> at the bottom.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>You can keep a patient\u2019s medical record directly in Altegio. This feature is available for the following business types in the Medical category: Working with the Medical Record If you add this section to Favorites, it will be available right away without clicking the three dots. Fill in the required fields. You can enter the&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4903643539101-medical-card\/\">Continue reading <span class=\"screen-reader-text\">Medical card<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[64],"doc_tag":[1462,1507,1909,1342,1357,1492],"class_list":["post-1359","docs","type-docs","status-publish","hentry","doc_category-medical-records","doc_tag-appointment-en","doc_tag-client-en","doc_tag-documents-en","doc_tag-team-en","doc_tag-team-member-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":326,"total_views":"467","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Medical records","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/medical-records\/"}],"doc_tag_info":[{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Documents","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/documents-en\/"},{"term_name":"Team","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1359","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1359"}],"version-history":[{"count":3,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1359\/revisions"}],"predecessor-version":[{"id":279580,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1359\/revisions\/279580"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1359"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1359"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}