Client & Patient Records

Records That Ask the Right Questions

Q: Can I decide what fields a record has?

Yes. The field library is yours: add the questions you need, group them into sections, and set which are required. Change it later and existing records keep what they already recorded.

Q: Can I store a file that is not attached to an appointment?

Yes — standalone patient files exist for exactly that. A referral letter, an external scan or a lab result belongs to the person, not to a particular booking. Filing it under one would make it hard to find later.

Q: Who on my team can see a record?

Access follows the role you gave each person, and record visibility is part of that. A front-desk role can see what it needs to run the day without opening clinical detail.

Decide what every record asks, once. Then every visit fills the same fields, files attach where they belong, and nothing important lives in someone's memory.

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How It Works

Build your field library — the questions your records should ask, in the order you want them

Every visit opens the same structured record, so two staff record the same thing the same way

Attach files, photographs and signed agreements to the record, and it stays complete

Key Benefits

A field library you define, rather than a fixed form somebody else designed

Sections, so a long record reads as a form and not as a wall

File attachments — scans, referrals, images — on the record itself

Standalone patient files, for anything that is not tied to one appointment

Back-fill past treatment, so a file is complete from the first visit rather than from today

Per-role visibility, so sensitive fields are not open to everyone on the team

In detail

The clinic decides what a record asks

Software that ships one fixed form makes every practice fit it. A field library inverts that. You write the questions, group them, and mark what is required — and every visit from then on records the same things in the same order. That is what makes two clinicians' notes comparable.

Files belong to people, not only to bookings

A referral letter arrives before the first appointment. A lab result arrives after the last one. Standalone patient files hold both, so the things that do not fit a visit are not forced into one and then lost inside it.

History can start before Stylon did

A file that begins the day you switched software is a file with a hole in it. Past treatment can be back-filled into the record and the area or tooth history. A patient's first appointment on Stylon opens with everything you already knew.

Sensitive detail is not open to the whole team

Roles decide what each person can open. Someone running the front desk can see the day, take a payment and move an appointment without reading clinical notes. That is better practice, and much easier to explain to a patient who asks.

From inside Stylon

A patient file open in Stylon, showing visit history and recorded fields

The field library, where a clinic defines what each record asks

A clinical record being filled in on a phone

What's included

Your own field library: Define the questions, the types, the order and what is required.
Attachments on the record: Scans, referrals and images, filed where they were recorded.
Standalone patient files: For anything belonging to the person rather than to one visit.
Role-based visibility: Clinical detail is not open to every role by default.

Frequently Asked Questions

Can I decide what fields a record has?

Can I store a file that is not attached to an appointment?

Who on my team can see a record?

How to Use: Client & Patient Records

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