Every patient, fully in view
Patient Manager is the shared record every other Newbula module builds on: demographics, notes, visits, documents, medications, and communications — organized, searchable, and always current.
A complete record for every patient
Everything your staff needs to know about a patient, one screen away.
Demographics & contacts
Full demographic and contact information with member IDs, status tracking, and consent flags for automated calls.
Color-coded notes
Clinical, administrative, follow-up, insurance, and personal notes — categorized by color so staff find the right context instantly.
Visit history
Annual wellness, follow-up, urgent care, specialist, and telehealth visits with providers and dates in one timeline.
Documents
Attach records, forms, and correspondence directly to the patient so nothing lives in a shared drive.
Communication timeline
Every call, fax, and email involving the patient appears on their timeline automatically.
Patient map
See your whole panel on a live map with automatic geocoding — plan outreach and transportation geographically.
Clinical context built in
Medications
Track active medications per patient alongside the rest of the record.
Immunizations
Vaccine history at a glance, ready for quality reporting.
PCP manager
Assign and manage primary care providers across your panel.
Facilities & providers
A shared directory of the facilities and providers your team works with every day.
Prospects
Track prospective members separately until they enroll, with status updates and reports.
Bulk import & export
Move data in and out with CSV or Excel, and apply bulk corrections with file-based data adjustments.
From spreadsheet chaos to a single roster
- 1
Import your panel
Bring patients in from CSV or Excel — Newbula maps your columns and validates every row.
- 2
Work the record
Staff add notes, log visits, attach documents, and update statuses as part of their daily flow.
- 3
Everything stays connected
Calls, enrollment changes, ride schedules, and risk analytics all read and write the same record — no duplicate entry.
Ready to give your team one source of truth?
See how Newbula unifies patient management, outreach, and risk analytics for your organization. Get started in less than a week.
Free onboarding and training included.