Patients & Medical Records
A complete digital patient file with history, documents, and smart assistance.
1
record per patient
7
medical-history sections
4
live balance totals
Overview
One complete patient file shared across the whole clinic — demographics, full medical history, documents, balances, relationships, and a guided visit workflow. Built-in duplicate detection, non-destructive merge, and bulk import keep the registry clean as you grow.
Real-world use cases
Onboard an existing clinic in minutes
Bulk-import patients from a CSV or Excel sheet; rows without a name are skipped and duplicates are merged away, so you start with one clean record per patient.
Kill duplicate records
Find duplicates grouped by phone and name, then merge them — all visits, payments, files, and history move to one record while the old one is safely deactivated, never deleted.
Run a structured visit
Start a patient journey (complaints → history → tests → diagnosis → treatment plan) so every encounter follows the same checklist and links straight to a treatment plan.
Understand who walks in
See new vs returning patients and the gender, age, source, city, and referral mix for any date range — and a live map of where your patients come from.
What you get
Complete digital chart
Demographics, address + geo-location, national ID, source, custom fields, and a free-form note canvas — all on one record.
Structured medical history
Allergies, surgeries, current and past medications, family and social history, and habits, powered by clinic-wide autocomplete vocabularies.
Documents to secure storage
Files upload directly to secure cloud storage and are organized by category, linked to the patient or a specific visit.
Relationships with auto-reverse
Link family members once and the reverse relationship (Parent ↔ Child) is created automatically.
Clean-data toolkit
Duplicate detection, non-destructive merge, unique-name/phone enforcement, and CSV/Excel bulk import.
Configurable Add-Patient form
Show or hide fields, mark required fields, and let individual doctors keep their own layout.
Always-current balances
Paid, current invoices, outstanding, and upcoming totals are recomputed on every billing change and rolled over nightly.
Branch & specialty aware
Multi-location records that adapt to vet, dental, ophthalmology, gynecology, obstetrics, nutrition, and physiotherapy clinics.
How it works
- 1
Add or import patients
Create patients with a form you control, or bulk-import an existing list — each gets a patient number, loyalty record, and clean profile automatically.
- 2
Build the chart
Capture history, attach documents, add vitals and notes; the profile updates live as the whole team contributes.
- 3
Guide the visit & keep it clean
Run the patient journey for each encounter, and merge duplicates whenever they appear to keep one record per patient.
Need implementation details, APIs, or workflows?
Read the full documentationRelated modules
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