Patients at the front desk

Find a patient

Use Search patients in the top bar (name, patient number, or phone), or open Patients and pick someone from Recent patients.

Add a patient

Patients → New patient (or New on a phone). Enter the name, ID or passport, date of birth, mobile, email, and medical aid, then Create patient.

• A 13-digit South African ID fills the date of birth for you.
• A passport number is stored as a protected value. It is not put in the web address.
• Put the ID on the chart if that person will connect the patient portal. If they cannot connect, add or correct the ID, then ask them to search again.

Update a chart

Open the chart → Details → edit demographics, allergies, and alerts → Save demographics.

You can Archive chart and later Reactivate chart. Archiving is not deletion. You cannot delete a chart.

On the chart you see contact details, the next and last appointment, and the appointment list. You can Book. You do not see Start visit, New prescription, the Visits tab, or the vitals graph.

Prescriptions

You only see prescriptions if an admin has turned on Reception may view prescriptions. Then the chart has a Prescriptions tab marked view only. You can open an issued script and its PDF. You cannot add medications, sign, void, or reissue. Drafts stay with the doctor.