Patient Overview - Routiq

Open Patient Overview to see your patient book, then switch to Patients when you need individual records.

Patient Overview showing sample patient groups, Robyn Scores and connected calendars. — Patient Overview showing sample patient groups, Robyn Scores and connected calendars. All patient data shown is fictional.

Overview

The cards show Where your patients stand, Left alone, and why and the Robyn Score. Review the due-back picture before choosing who to contact. Mark lost after controls how long away counts as lost; it is separate from an appointment type’s return interval.

Patients

Use the Patients tab to find someone, inspect their details and open the row’s ⋯ menu. Review their visits and upcoming booking before deciding on outreach. The Text action opens a conversation for your team to write. The Robyn Score is out of 30. It is a ranking aid, not a promise that someone will book.

Export

Press Export to download a CSV of your patient list. Keep the export in your clinic’s approved storage and share it only with people who need it.

Why someone is not being texted

Check the reason shown rather than adding them repeatedly. Existing bookings, contact restrictions and recent texts can keep a patient out. Use the Message Queue to inspect eligible patients and drafts.