Adding and Managing Patients

ProTerapia centralizes all your patients’ information in one place, with a history of appointments and sessions.

Registering a New Patient

1. Access Patients in the side menu
2. Click on New Patient
3. Fill in the details:
   • Name (required)
   • Phone — primary number, used for WhatsApp (required)
   • Email (optional)
   • Date of birth (optional)
   • General notes — free notes about the patient (optional)
4. Click on Save

You can also quickly register a patient while creating an appointment by clicking on New patient in the search field.

LGPD Consent

In accordance with the General Data Protection Law (LGPD), ProTerapia tracks the consent of each patient:

Status	Meaning
Pending	Consent has not yet been requested or responded to
Granted	Patient has authorized the use of their data
Revoked	Patient has withdrawn authorization

The consent status and the date it was recorded are available in the patient’s profile.

Searching and Filtering Patients

On the patients screen, use the search bar to quickly find by:

• Name
• Phone
• Email

Patient Profile

Each patient’s profile shows:

• Contact details — name, phone, email
• General notes — free notes
• Appointment history — all past and future appointments
• Session history — sessions conducted with notes and therapeutic data
• LGPD consent status

Editing a Patient

1. Click on the patient in the list
2. Edit the desired fields
3. Click on Save

Deleting a Patient

To comply with LGPD (right to deletion):

1. Open the patient’s profile
2. Click on Delete patient
3. Confirm the action

Deletion is done “soft” — the data is marked as deleted and anonymized, but the financial history is preserved for accounting purposes.

Who Can Manage Patients

Role	Permission
Owner	Full access to all patients
Therapist	Full access to all patients
Assistant	Can register and edit, but does not have access to session notes