🧑‍⚕️ 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

Registering and editing patient details is done by Admins and Receptionists. Doctors can view patients and manage their medical history and vitals, but not demographic details.

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.

Got an existing patient list? Admins and Receptionists can bulk-import patients from a CSV file using Import Patients on the Dashboard — no need to type each one. Columns are mapped and previewed before the import runs.

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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 50 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.