Crownly

Patient records

A complete digital chart for every patient, accessible from anywhere.

Crownly's patient module stores demographics, medical history, treatment history, photos, radiographs, payments, and notes in a single record. Records open in under a second and can be searched by name, phone, file number, or referrer.

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Crownly patient record showing balance, treatment phase, next visit, and ortho treatment progress

The problem this removes

Paper files, scattered Excel sheets, and folders of x-rays make it impossible to see a patient's full history at a glance.

How Patients works in Crownly

  • Single patient record with demographics, history, and contact info
  • Linked photos, radiographs, treatment plans, and payments
  • Search by name, phone, file number, or referrer
  • Soft archive instead of delete, so old patients never disappear
  • WhatsApp message thread per patient, viewable inline

Questions about Patients

How does Crownly store patient records?

Each patient is a single document in Google Cloud Firestore, scoped to a clinic. Photos and radiographs are stored in Google Cloud Storage and linked from the patient record. All data is region-locked to asia-south1 (Mumbai).

Can I import existing patients from my current software?

Yes. Send a CSV or Excel export and we will help you import patients with their history. Migration support is included on the Scale plan and available as a one time service for other plans.

Are deleted patients really gone?

No. Crownly archives patients instead of deleting them, so historical records, payments, and treatment outcomes are preserved. Archived patients can be restored at any time.

Related features

Ready to run patients on Crownly?

Start a free 30 day trial. No credit card required.