Manage your patients

This tutorial will walk you through how to add new patients, edit their information, and view their booking. Please note that you can only perform certain actions if you have been granted the respective user permission(s).

How to add new patients

1. On the side menu, click the 😷 Patient tab.

2. Click the Add New Patient button on the top-left corner.

3. Enter the required information, and click Confirm to add the patient.

How to edit patient information

1. Search for that patient by using the patient name, phone number or identity number.

2. Click View Patient to enter the patient profile.

3. In the Basic Information tab, you can view the information of the patient. Click the ✏️ Edit button at the top-right to modify the information.

4. After editing, click Confirm to save.

How to modify medical history

1. After entering the respective patient profile, click the Medical History tab.

2. You can view or directly edit (by clicking the data fields) the medical history of the patient, including allergies, chronic conditions, chronic drugs, and other relevant information.

How to view patient’s booking

1. After entering the respective patient profile, click the Booking tab.

2. You can see all upcoming bookings of the patient in your clinic.

3. You can also edit the appointment details by click the ✏️ Edit icon.

How to upload documents related to patients

1. After entering the respective patient profile, click the Documents tab.

2. To upload any documents related to this patient, click the “Upload Document” button.

3. After uploading your documents, you can view it by clicking on the document name.

How to view or reprint letters

1. After entering the respective patient profile, click the Letter Records tab.

2. Click the 👁 (Eye icon) button to view.

3. Click the 🖨 (Printer icon) button to re-print.

How to create and document follow-up notes on patient progress

1. After entering the respective patient profile, click the Follow Ups tab.

2. To create a follow-up record, click the ➕ Add New Record button, and a pop-up window will appear.

3. Enter your notes about the follow-up with the patient, and you may set a reminder for the subsequent follow-up with the patient if necessary.

4. After entering details of the follow-up, click Confirm to save.

Export patient summary

On the patient profile, click Patient Summary button to export a .pdf file that consist of extracts of the patient information described in the above.

How to archive a patient profile

1. In a patient profile, click the Archivebutton at the bottom of the Basic Information tab, and a pop-up window will appear.

2. Enter the information as required, and click the Confirm button to archive the patient profile.

3. On the side menu, click the 😷 Patient tab to return to the list of patient profiles documented at your clinic.

4. Click the “Archived” tab and you will find the patient profile(s) you have archived.