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Every visit at the diagnostic centre is linked to a patient record. Registering the patient correctly the first time saves time on every future visit and ensures test results and reports stay connected to the right person. Who does this: Receptionist, Healthcare Administrator

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Registering a New Patient

Go to Masters in the workspace sidebar and click Patient, then click New.
New patient registration form showing name, date of birth, mobile number, and other fields

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Required Fields

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India Health ID (ABHA)

If the patient has an ABHA (Ayushman Bharat Health Account) card, record it here: Click Save. The system assigns a unique Patient ID automatically.
Saved patient record showing the assigned Patient ID and all fields

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Finding a Returning Patient

For patients who have visited before, search by name or mobile number before creating a new record.
  1. Go to Masters and click Patient.
  2. Use the search bar and type the patient’s name or mobile number.
  3. Click the patient’s name to open their record.
Alternatively, when booking an appointment, type the patient name in the Patient field and the system will search existing records as you type. If the patient does not appear, click Create New from within the appointment form.

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Viewing a Patient’s Full History

From any patient record, click the Patient History button in the top action bar. This opens a timeline of every investigation the patient has had at the centre:
  • Appointments (with dates and types)
  • Scan procedures and their status
  • Lab tests and results
  • Diagnostic reports
  • Billing invoices
Patient history timeline showing all appointments, scans, lab tests, and reports for a patient

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Editing a Patient Record

Open the patient record and click Edit. You can update:
  • Contact information (new mobile number, address)
  • Allergy information (add newly discovered allergies)
  • Chronic conditions
  • ABHA details
Click Save after making changes.

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Patient Record Field Reference

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Best Practices

  • Always search for the patient before creating a new record. Duplicate patient records cause report history to be split.
  • Record contrast dye allergies accurately. A patient with a contrast allergy must be flagged before any CT or MRI with contrast is performed.
  • Collect the mobile number for every patient. Without it, the appointment confirmation and reminder SMS will not be sent.
  • Record the referring doctor’s name in the appointment or patient record so the Diagnostic Report can be addressed correctly.