Levion features
Patients & leads — a complete digital record for every patient
When a patient calls, everything the team needs should be in one place: the details, the medical intake, who treats them, what happened last visit and what's next. Levion's patient record is built for exactly that — on one non-negotiable principle: a patient is never deleted, and every action is recorded.
Last updated: 2026-08-28
What the Levion patient record includes
A full digital patient record
Personal details, a medical intake questionnaire, the care team, custom fields and a photo — everything the clinic needs, on one screen.
Notes with visibility levels
Every note carries its own visibility level — so a sensitive medical note is never exposed to someone who shouldn't see it.
Per-patient reminders
"Call about results", "confirm attendance" — reminders with a priority and an assignee from your team, marked done when the task is closed.
Files that stay organized
Drag-and-drop document upload with categories and sub-categories — scans, referrals and forms exactly where they belong.
A smart visit history
Every visit with its post-appointment remarks, and a visit-report PDF export generated entirely in the browser — medical data never leaves the machine.
Clinic lead management
Every new enquiry gets its own timeline and follow-up actions — and when it's ready, one-click conversion to a patient, with no retyping.
Why can't a patient be deleted in Levion?
Because a medical record is not just another row in a table. In Levion, patients are archived and never deleted, and every action in the record is written to an append-only audit log — history cannot be rewritten, not even by mistake. One wrong click can't erase years of care continuity, and the clinic can always show who did what and when.
How do you stop losing new enquiries?
An unhandled enquiry is a patient who went to another clinic. In Levion, every lead lives on its own timeline: when they reached out, who followed up, what was agreed and what comes next. When the lead books — one click turns everything you've collected into a full patient record. No manual copying, no details lost along the way.
See it in action: a visit report in one click
Video transcript
A patient's history used to mean digging through a folder. This is six months of care — consultation to crown — logged visit by visit. After each session, the doctor notes what happened — right on the appointment. And when someone needs the full story — one click. Every visit, dated, in order, with the doctor's remarks — ready to share. Levion Clinic Plus. The whole story, one click away.
Patient management FAQ
What if a patient is deleted by mistake?
Patients can't be deleted — only archived. Every action is written to an append-only audit log, so there is always a complete record of who did what and when.
Can we adapt the patient record to our clinic?
Yes. Beyond the details, medical intake and care team, you can add custom fields for whatever matters specifically to your clinic — and attach a photo to every record.
How does lead management work?
Every new enquiry gets a timeline with follow-up actions, and when it's ready — one-click conversion to a patient. Everything collected at the lead stage carries over to the patient record.
Is the visit-report export safe?
Yes. The visit-history PDF is generated client-side, inside the browser — medical data is never sent to any external server during export.
Want to see it up close?
Book a personal demo — we'll walk through your own clinic's scenarios together.