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  • Go to ‘Patient’ (Side Nav)
  • Select ‘New Patient’
Example

Step 1:​

  • Enter Basic Patient Information​

Field NameDetails
Full NameFirst Name
GenderMale / Female
Date of Birth / AgeEither exact DOB or estimated age
Contact NumberMobile or landline
Email AddressOptional
Example

Step 2:​

  • Enter Demographic/Address Details​

    • Locality/Address/Pincode/Occupation/Education/ID
    • Add Insurance details (Insurance No./Insurance Provider), if insured.

Step 3:​

  • Mobile Number Verification​

    • Enter Mobile Number
    • Tick the check box for ‘Send OTP’
    • Enter the 4 digit OTP send to the registered Mobile No.
    • If Valid - Green Checkmark Icon-Indicates that the Phone Number has been successfully authenticated.
    • If Invalid - An Error message appears like ‘Invalid OTP'
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Step 4​

  • Check Boxes​

    • Foreign Checkbox - To indicate that the patient is a non- National/International individual
    • VIP Checkbox-To flag patients who require special attention, privacy, or priority handling.
  • Patient Type & Flags (Check Boxes)
    • Camp/Emergency/Follow up/Review Paid/Vulnerable/Post OP/Free OP.
    • It will reflect in the Dr screen
    • Organ Donor: Whether the patient is an organ donor.
    • Bio Hazard: Whether the patient is suffering from contagious diseases like TB, Hep B, HIV etc.
    • Immunization: Whether the patient is fully immunized upto age.
    • Insurance: Whether the patient has insurance policy. Enter Insurance Number and Insurance Provider Name in the provided fields.
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  • Patient allergy Check Box- Can Search/type the allergic medicines. An alert message will appear when the Dr. prescribe medicine.
Example Example

Step 5:​

  • Patient Clinical Information​

    • Referal Details: Name of the referred Dr.or clinic/Phone no./email (for follow up or co-ordination)

    • Emergency Contact Details: Full Name/email id/ Ph.No./Address of the person to be contacted in case of a medical emergency. And also add the relationship of the emergency contact to the patient (Eg: Father/spouse etc.)

    • Complaints:

      • Description: The Patient’s main symptom/compliant (Eg: Redness, Watering etc.)
      • Comments: Additional notes or context about the complaint
      • Eye: Indicates if the complaint relates to one or both eyes (options: Left, Right, Both)
      • Duration: How long the patient has experienced the complaint
        ➕ Button-Adds a new Complaint row
        🗑️ Button-Deletes the corresponding Complaint row

    • Previous Medical History:

      • Medical Description (Drop Down): Select a relevant past medical issue or treatment from the predefined list (e.g., Diabetes, Eye Surgery, Stroke). This helps clinicians quickly identify high-risk conditions.
      • Comment: Add any extra notes or specifics related to the selected condition (e.g., “On insulin for 5 years”, or “Surgery on left eye in 2022”).
      • Duration: Enter the time since the condition started or was diagnosed (e.g., "3 years", "6 months"). Useful for understanding chronicity and progression.
        ➕ Button-Add a new Medical History
        🗑️ Button-Deletes the corresponding entry
Example
  • Current Medication: Enter current medications.
  • Attachments: Add attachemnets/Comments and upload or delete the files
  • Family History: Select a relevant medical issue from the predefined list/add comment and duration.
    ➕ Button-Add a new Family History
    🗑️ Button-Deletes the corresponding entry

Step 6:​

  • Reception Notes:​

    • Receptionist can add any remarks about the Patient in the field provided.

Step 7:​

  • Select Consulting Doctor:​

    • Select the name of the Doctor the patient wants to consult from the drop-down list.

Step 8:​

  • Add to Queue​

    • Click Submit Button to submit all the patient details entered.
    • Generate Bill if needed.
    • Click Add to Queue to add the patient to the Waiting queue.