Patient management

On this screen you can:

• find a patient registered in your organization or in the platform
• book an appointment for a patient registered in your organization
• open the information of the selected patient, containing all their appointments
• register a patient in the organization who has a profile on the platform and provides you with a PIN
• register a patient in the organization who does not yet have a profile by creating one
  

Searching for patients

You can search for patients by PIN, name, email, or phone number.

Registering a patient who has a profile on the platform

The patient needs to provide you with the PIN of their profile. Enter the PIN in the patient search field. If the patient is not yet registered in your organization, a form with profile data and an option to register will appear.

Registering a patient who does not have a profile on the platform

Registration is available through “Create new patient”. A registration form opens, depending on whether you are registering a child or an adult.

Creating a profile and registering an adult patient

You need to fill in the following information:

• Names – mandatory field for registration
• Email – not a mandatory field, but necessary to provide the patient with access to the profile. The user will receive an email with access details to the application.
• Phone – mandatory field for registration
• Gender
• Date of birth
• Country
• City
  

*Upon selecting the “Create and register” button, a user profile will be created in the system and registered in your clinic, which allows booking an appointment.

Creating a profile and registering a child

You need to fill in the following information for the child:

• Names – mandatory field for registration
• Gender
• Date of birth
• Country
• City
  

And the following contact details (for parent/guardian):

• Names – mandatory field for registration
• Phone
• Email – The user will receive an email with access details to the application.
  

At least one of the fields Email or Phone from the contact details is mandatory.

*Upon selecting the “Create and register” button, user profiles for the parent/guardian and the child will be created in the system. The child’s profile will be registered in your clinic, allowing appointment booking.

Booking an appointment for a patient registered in the practice

You can book an appointment for a patient by selecting the “Book appointment” button. After selecting a doctor and appointment type, you will have the option to choose from available dates and times or select a date and time outside of regular working hours. The patient will receive an email with information about the booked appointment.