🧑‍⚕️ Patient Management

The Patients section is your clinic's central patient directory. You can register new patients, look up existing ones, and access a patient's complete medical history, vitals, documents, and timeline.

Accessible by: Admin, Receptionist, Doctor

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Adding a New Patient

1. In the sidebar, click Patients.
2. Click the + New Patient button (top-right of the page).
3. Fill in the patient registration form:

1. Click Save Patient.

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Finding a Patient

At the top of the Patients page, use the Search bar to search by:

• Patient name (first or last)
• Phone number

Results appear as you type. Click anywhere on a patient row to open their profile.

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Patient Profile Tabs

Each patient profile is organised into tabs:

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Medical History

The Medical History tab stores long-term health information for the patient.

Fields you can record:

To update medical history:

1. Open the patient's profile → Medical History tab.
2. Click Edit.
3. Make changes and click Save.

⚠️ Allergies entered here are used for real-time conflict detection when a doctor adds medicines during a consultation.

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Vitals

The Vitals tab shows all recorded vital signs for the patient, newest first.

Vitals can be recorded from the patient profile or during an active consultation. Fields include:

Out-of-range readings are automatically flagged and displayed with an amber indicator.

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Documents (Professional plan only)

The Documents tab is where lab reports, X-rays, prescription images, and other clinical files are stored for this patient.

Documents count towards your clinic's shared storage pool of up to 5 GB (Professional plan), with a 10 MB cap per file and a maximum of 5 files per visit. See Document Management for full instructions.

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Patient Timeline

The Timeline tab gives a chronological view of every event in the patient's history:

• 🏥 Visits
• 🩺 Consultations
• 🫀 Vitals recorded
• 🧾 Invoices
• 📂 Documents uploaded

This is the fastest way to review a patient's full journey at a glance.

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Patient Notification Preferences

If your clinic has patient reminders enabled, patients receive automated appointment and follow-up reminders by email. You can disable reminders for a specific patient if they've asked not to be contacted.

On the patient's Overview tab, look for the Reminders toggle:

• On (default) — Patient receives reminder notifications as configured in Settings.
• Off — No reminders are sent to this patient, regardless of clinic-wide settings.

Simply click the toggle to change the setting. The change takes effect immediately.

This per-patient control is useful when a patient shares a phone or email with a family member, or has explicitly asked not to receive reminders.

See Patient Notifications for how to configure reminder timing and channels for the whole clinic.

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Editing Patient Details

1. Open the patient's profile.
2. Click the Edit button (top-right).
3. Update the fields and click Save Changes.

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Tips

• Always search before registering — a patient may already exist from a previous visit.
• Phone number is the fastest search key during a busy session.
• Use the Timeline tab for a complete picture before starting a consultation.