Features Patients and records
Lumina Core

Before you treat the patient, understand the patient.

A directory that scales to thousands of records, onboarding that keeps up with the phone call, and a record that surfaces attendance, balances, consents, risks and recalls when staff make decisions, not buried three screens deep.

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lumina Core Priya Nair · 41
Patient recordAK

Signals

surfaced, not buried
Medical history · v7 approved
reviewed by Dr Ahmed · 12 May
Current
2 late cancellations this year
policy: warn at 3 · deposit may apply
Watch
Hygiene recall due September
six-month cycle · reminder scheduled
On recall
Balance £0 · Maple Care member
plan since 2023 · payments up to date
Clear

Household

4 members
DN
Dev Nair · 43 · partner
recall due Oct
Linked
AN
Asha Nair · 9 · child
booked with hygienist · same visit
Linked
Call Create Household Book Portal live
Onboarding and households

Registering a family should not feel like admin punishment.

Patient creation is one of the most frequent jobs in a practice; if it is slow, every phone call gets harder. Lumina takes a parent from "can you fit us all in?" to four linked records and a booking in one flow.

Low-click creation
The essentials first, the rest later. The patient can finish their own details in the Portal.
Households, first-class
Shared address and contacts carry across members; parents act for children without duplicate data entry.
Straight into the diary
From new household to booked appointments without leaving the flow.
lumina Core New household
Step 2 of 3AK

Nair household

address and contacts shared
PN
Priya Nair · 41
lead contact · mobile and email captured
Created
DN
Dev Nair · 43
details copied from household
Created
AN
Asha Nair · 9
guardian: Priya · consent routed to parent
Created
RN
Rohan Nair · 6
guardian: Priya
Adding
Book all four Add another member
lumina Core Record · Luca Bianchi
2 signalsAK
Visits
23
DNAs
2
Owed
£386

Needs attention

before the next visit
Consent unsigned · whitening
sent to Portal 4 days ago · not yet opened
Pending
Balance £386 · crown fit
payment link sent · due before next booking
Owed
Care plan · 2 actions unscheduled
whitening discussed · summary shared
Open
The patient record

One record for clinical, administrative and financial context.

A patient's missed appointments, unsigned consent, unpaid balance or plan membership should not be archaeology. The record brings the operationally important context to the front, with the full history one click behind it.

Signals where decisions happen
Attendance behaviour, risks and balances appear at booking and reception, driven by the policies set in Admin.
Everything in one place
Appointments, cancellations, charting history, documents, payments, consents, plan status and household links.
Patients keep it current
Contact details, GP information and medical history updated from the Portal, flagged for review where needed.
Recalls

Recall is patient care, not a mail-merge.

Dental and hygiene review cycles are part of clinical continuity and operational compliance. Lumina shows who is due, who is overdue and how far, schedules the reminders, and turns breaches into owned recovery work.

Cycles set once
Recall rules configured in Admin; reminders go by email, SMS and Portal notification automatically.
Breaches become tasks
Patients overdue past a threshold create recovery tasks with owners, and feed the compliance picture in Admin.
Booked before they leave
The diary prompts recall booking at checkout, so the next visit exists before the patient reaches the door.
Recalls in the compliance picture
lumina Core Recalls · Maple Street
14 overdueAK

Due and overdue

dental and hygiene cycles
JO
Jordan Okafor · dental
due this month · reminder sent Tue
Due
SR
Sofia Reyes · hygiene
3 months overdue · 2 reminders ignored
Overdue
TD
Tom Davies · dental
9 months overdue · recovery task assigned
Breach
EM
Ella Morgan · hygiene
booked from Portal reminder · Tue 13 May
Booked
Send reminders · 14 Create recovery tasks
Connected by design

The record is where everything meets.

CorePortal

Requests arrive with context

A booking request lands attached to the patient: attendance history, deposit rules and recall status are right there when staff review it.

Booking requests
CorePortal

Medical history, governed

Versioned submissions from home or tablet land on the record with question-level change sets, signed and approved before treatment.

Medical history
Admin

Plan membership follows the patient

Enrolment in a practice plan shows on the record and prices every treatment plan, session and checkout automatically.

Plans and membership

Make patient admin feel light, even when the practice is busy.

Directory, households, records, signals and recalls are part of Lumina Core on every plan.

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