About this guide and its review
Find a patient and open the record
Search before adding
Open Patients. Enter at least two characters of the name, phone number or patient number. Remove a filter if the expected patient is missing. An empty disconnected search may mean the record was not prepared on this device.
Use Previous, Next or page numbers to move through results. Changing search, filters or rows per page returns to the first page. The total describes all matching results, not just the visible page. Archiving hides a record from the active list while preserving its history.
Search and check the patient identity. Open an existing record when it matches; register only after reviewing possible duplicates.
Add a patient
- Choose New patient after checking the results.
- Enter the full name and a usable phone number. Birth date and gender can be completed when known.
- Review possible duplicate/shared-contact warnings. Records are not merged automatically.
- Choose Save patient or Save and open record.
SINA assigns the patient number, such as PT-00042. It is a file reference, not a diagnosis or invoice. It stays with the patient; do not replace the patient just to change the number.
Contact and medical details are optional sections. Unanswered medical questions stay unknown. If identity saves but medical information fails, retry that step without registering the patient again.
Which section do I need?
| Section | Use it for |
|---|---|
| Teeth | Dental chart, tooth-specific findings, procedures and notes |
| History | Visits, medical information, previous entries, images and files |
| Account | Permitted invoices, payments and balances |
Check name and patient number before every clinical or financial action. The New appointment shortcut opens a draft for that patient; it does not book automatically.
Import patient details or inspect a clinic copy
An authorized owner opens Clinic setup → Data and backups. The workspace has three tabs: Create a copy, Import or restore, and My previous copies. Your permissions can hide unavailable tabs.
In Import or restore, choose a file or drop it on the file area. CSV/XLSX and the documented patient JSON format import patient details; they are not a way to restore treatments or invoices. Download a template, inspect the preview and possible duplicates, then explicitly save the reviewed list. Do not paste an arbitrary JSON fragment or treat a whole-clinic archive as a patient list. The patient-list limit is 20 MB and 1,000 patients per operation.
A SINA ZIP or protected AGE copy follows archive inspection instead. If protected, supply its private opening key; inspection does not store that key. A file integrity result confirms the inspected files, not a completed restoration.
The currently supported application is a reviewed recovery into the same clinic. Cross-clinic copies can be inspected, but applying them to another clinic is currently blocked. Resolve reported conflicts explicitly; an unresolved conflict or changed preview prevents application. A rollback point is created before an eligible application. Do not retry an uncertain operation as a new import: refresh its status and review its recorded result.
Browser Demo recovery: Demo checks ZIP and key-protected AGE copies inside this browser, without sending records or files to a server. A recovery copy exported by this same Demo source can restore missing records or merge reviewed differences. Choose a decision and reason for every conflict, then approve application separately. Records, original files and the rollback point are saved together. A changed original file is never overwritten; newer edits after the preview require a new review, and newer edits after application block rollback.
Copies from another Demo source or from a SINA server remain read-only here. Resetting Demo or clearing browser storage creates a new source identity; an old copy does not silently adopt that identity. Use the independent reader to access its contents. A local SINA service and the browser Demo remain different environments. A successful file check still does not certify that your own copy has passed an isolated restore test.
Create a copy offers a complete clinic copy with readable material and recovery records, subject to your permissions and available original attachments. An unencrypted ZIP contains readable patient information; choose that only deliberately and keep it private. Keep a protected copy's private key separately. My previous copies shows the operation status and the available download. A download link's expiry does not delete a file already downloaded. A reading index or successful file check is not proof of a tested database recovery.
If the patient record is wrong
- Retry a failed list; do not assume it is empty.
- Ask the owner about a missing section or action.
- If someone changed the record, reload the latest version before editing.
- If the wrong patient is selected, stop and open the correct record before saving.