Practice Master Pro Logo

Patient Notes Software

Practice Master Pro's patient notes software can streamline your patient notes and move everything in to one place where much of the repetitive work is done for you. For example, you can copy notes in from previous visits to save re-entering data that is much the same. There are lots of options to speed up your note taking from tick box questions to text questions with pre-defined answers.


If you provide your patients with handouts or any other form of information to take home then you can use the handouts screen and/or the document generation features and built-in email integration instead of relying on manual copy-paste-edit methods you are probably already using in your practice.



Watch Video     Book Demo     Free Trial

Accessible Anywhere on Any Device 24/7

Although Practice Master's main desktop software is practice based, you can use our online patient booking features to sync your data to the cloud. This gives you 24/7 access to your patient notes from any device including your smartphone or tablet.


You can even connect the client desktop software direct to the cloud. This gives you all the benefits of the built-in workflows and shortcuts that come with the desktop app while working remotely with a PC.


Access your patient notes online from any device 24/7

Patient Notes Templates

Our patient notes software supports multi-disciplinary practices through the use of template-based patient notes. Of course, if you only practice a single modality you can still benefit from the use of templates by creating an 'Initial Consult' template to use alongside a 'Follow Up' template. You can also separate specific questions in to their own templates like 'Pregnancy' or 'child' templates.


There are many ways you can speed up your note taking by taking advantage of features like 'Copy In' to copy in a previous set of notes where only minimal changes have occurred. You can also take advantage of faster question types like multiple choice, tick box, lists or questions with pre-defined text answers.

Customsable patient notes open in the software

Easily Annotate Diagrams

We have taken a familiar approach to diagrams and streamlined it specifically for annotating and highlighting your own custom medical diagrams. Draw or annotate over the built-in backgrounds or add your own to create professional high quality diagrams for your patient notes with remarkable ease.


You can add multiple diagrams to each visit and with a 'left click' you can draw freehand or lines and circles/ellipses. To quickly annotate diagrams, you can use a 'right click and type' approach anywhere on the diagram.


Diagrams can be a fast, visual way to construct your patient notes and you can even include your patient in the process. This makes it more interactive for them and can help remove the computer as a barrier between patient and practitioner.

Annotated patient diagrams open in the software

Embed Files Directly In Your Templates

The templates in our patient notes software let you embed active files directly in to the patient notes form. Embedding files in to your patient notes templates let you extend the features and functionality offered by Practice Master enormously.


It also means you don't need to manage files outside of your patient record or flick between applications to get the features you need - it's all embedded right in the flow of taking your patient notes.


You can embed the following types of files in our software and benefit from their extra features and layout options:


  • Spreadsheets
    Spreadsheets give you enormous flexibility when capturing key data items about your patients. You can set them up with formulas and analyse data for the current visit, and even track and analyse data over time across all visits.
    You can also use the cells in the spreadsheet to give you excellent layout control for any special tests you peform.
  • Spreadsheets with Charts
    Extending the feature above, you can also include spreadsheets with charts to give you a visual representation of how your patient data is changing over time. Again, you can chart data in a single visit or track data over time across all visits.
  • Word Docs
    Word Docs give you great formatting options like columns and tables and you can even include images. The Word Docs you embed can start out either as empty forms you can fill in, or, as fully filled templates complete with images and you just provide minimal edits during your treatment.
  • PDF's with Form Fields
    Many associations and even training courses provide PDF forms which help set the standard for taking your notes. You can now fully embed them in to your patient notes templates as-is and start using them straight away.

Active files like spreadsheets and charts embedded directly in to your patient notes templates


If you dispense any medications, herbs or mixtures from your practice then you can benefit from using the dedicated prescriptions tab. It is available in the patient record as well as in the patient notes.


Prescriptions integrate with accounts so you can invoice for the prescription specifically or you can include the items automatically on your patient's visit invoice. Prescriptions also tie in to the inventory so stock will be deducted automatically and you can benefit from stock level and expiration date alerts.


If you prepare your own composites/mixtures/packs they can also be added to prescriptions and a 'Dispensary View' can list the component parts to help with their preparation.

The prescriptions tab open in the software

Professional Handouts

If you give your patients handouts or any information to take home then it is likely that you have a selection of 'template' documents on your computer that you copy, edit and print/send to your patient each time you use them.


Practice Master's patient notes system lets you import these straight in and using built-in merge fields you can generate them with a single right-click. Documents are automatically stored in the patient's record or patient notes and can be printed or emailed straight to the patient with a single click.


Because Practice Master integrates with your existing Microsoft Office software you can create professional templates that include images, backgrounds, watermarks, headers/footers and any other professional document features supported in Microsoft Word.

Professional documents & handouts created in the software