Help Center
Patient Management
Last updated: March 10, 2026
The patient module is your complete patient database. Every interaction — appointments, prescriptions, lab reports, and billing — is linked to the patient record for a unified medical history.
Adding a New Patient
Click "+ Add Patient" and fill in the required fields: name, phone number, age, and gender. Optional fields include email, address, blood group, allergies, and existing conditions.
Searching for Patients
Use the search bar at the top of the Patients page to find patients by name, phone number, or patient ID. The global search (Ctrl+K) also searches across patients.
Viewing Patient History
Click on any patient to open their profile. The timeline view shows all interactions chronologically — visits, prescriptions, lab reports, and billing. Use the tab filters to view specific categories.
Editing Patient Records
Click the "Edit" button on the patient profile to update any field. Changes are logged in the audit trail so you can see what was modified and by whom.
Important
Patient data is protected under healthcare privacy regulations. Ensure only authorized staff have access to patient records. Review permissions in Settings → Team.
Tips
- Always record allergies — they appear as warnings during prescription creation
- Use tags to categorize patients (e.g., "Chronic," "VIP," "Insurance")
- Merge duplicate patient records from Settings → Data Management