Core Tools

Patient Files

Patient Files is the heart of Markoste. Every patient you see has a record here that holds their details, their uploaded documents, and the full history of notes you have written for them.

Because the other tools all attach back to a patient, keeping Patient Files tidy makes everything else – Scribe, PharmCal and the modules – flow smoothly.

The flow at a glance

How Patient Files works

Open Patient Files to see your list of patients. Select a patient to view their record, where you can read past consultations, open documents, and start a new note. Tags help you group and find summaries quickly.

Everyday task

Finding a patient

1

Search or browse your patient list

Start typing a name in the search box to filter your list, or scroll to browse. Select a patient to open their full record.

Patient Files - search and patient list
Search by name to jump straight to a record.

Getting set up

Adding a patient

1

Create a new patient record

Use Add Patient to create a new record. Enter their name and demographics. Once saved, you can write notes, upload documents and schedule follow-ups for them.

Patient Files - add patient form
Enter the patient's details to create their record.

Good to know

Patients you create are only visible to your own organisation. Markoste keeps every organisation's data separate.

Keeping records together

Uploading documents

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Attach referrals, discharge summaries and med lists

Upload PDFs, Word files or text to a patient's record. Markoste reads the text so it can be referenced during a consult and used to find medicines in Scribe.

Patient Files - documents on a patient record
Uploaded files stay with the patient for next time.

Looking back

Consultation history

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Reopen any past note

Every note you save from Scribe appears in the patient's consultation history. Select one to read it again, continue working on it, or use it as the starting point for a new review.

Patient Files - consultation history list
Every saved note is listed by date and name.

Staying organised

Tagging summaries

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Label notes so they are easy to find

When you save a note you can add tags. Later you can filter by a tag to find all notes of a type – for example every HMR, or every diabetes review.

Patient Files - adding tags to a summary
Tags like 'HMR' or 'follow-up' group related notes.

Seeing patterns

Tag analytics

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See how your work breaks down

Patient Files shows simple analytics on your tags, so you can see at a glance how your consultations are distributed and how that changes over time.

Patient Files - tag distribution analytics
A quick view of your tag mix and trends.