Patients Module
Patient records, appointments, and clinical workflows
Patients Module
Manage patient records, appointments, and clinical workflows for healthcare organizations.
Overview
The Patients module handles:
- Patient Records - Demographics, history, documents, and contacts
- Appointments - Scheduling, check-in, and follow-ups
- Clinical Notes - Encounters, vitals, and treatment plans
- Billing Integration - Link encounters to invoices
- Communications - Reminders, confirmations, and results
Quick Start
- Install Module - Settings -> Modules -> Patients -> Install
- Configure Fields - Define required patient demographics
- Set Up Appointment Types - Consultation, follow-up, procedure
- Configure Availability - Provider schedules and rooms
- Test Flow - Create a test patient and appointment
Configuration
Patient Fields
- Name, date of birth, gender, contact info
- Identifiers (national ID, medical record number)
- Insurance, next of kin, allergies
- Custom fields per organization
Appointment Types
| Type | Duration | Resources | Color |
|---|---|---|---|
| Consultation | 30 min | Doctor, Room | Blue |
| Follow-up | 15 min | Doctor | Green |
| Procedure | 60 min | Doctor, Nurse, Room | Orange |
Workflows
- New patient onboarding
- Appointment reminders (24h, 2h)
- No-show follow-up
- Referral tracking
Core Features
Patient Records
- Search by name, ID, phone, or barcode
- Timeline of encounters and documents
- Consent and privacy controls
- Duplicate detection and merge
Appointments
- Calendar views (day, week, provider)
- Drag and drop rescheduling
- Waitlist and overbooking rules
- Check-in via kiosk or QR code
Clinical Notes
- SOAP template support
- Vitals and measurements
- Prescriptions and lab orders
- Document attachments