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Before any visit can be booked or any care can be given, the patient must exist in the system. A good patient record saves time on every visit because the nurse or doctor can see the patient’s health background, current medicines, and any allergies before they arrive at the door.

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Before You Start

  • You need the Healthcare Administrator role to register a new patient.
  • Have the patient’s full name, date of birth, mobile number, and home address ready.
  • Ask about medical conditions, current medicines, and allergies at registration.

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Registering a New Patient

  1. Go to Home Care workspace → Masters section → Patient → New
New Patient form showing name, date of birth, gender, mobile number, address, and health background sections
  1. Fill in the patient’s basic details:
  1. Fill in the emergency contact:
  1. Click Save.

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Recording the Patient’s Health Background

The health background is the most important part of the patient record for the care team. Always fill this in at registration and check it is up to date at every visit.

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Medical Conditions

Record any conditions the patient has been diagnosed with: Use the Medical History section of the patient record to enter these conditions.

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Allergies

Always ask about allergies and record them clearly. Go to the Allergies and Drug Reactions section and add:
  • The name of the allergen (e.g., “Penicillin”, “Latex”, “Ibuprofen”, “Aspirin”)
  • What happens when they take it (rash, vomiting, anaphylaxis, breathing difficulty)
  • How serious it is
Allergy alerts show up every time a doctor or nurse opens the patient record. A missed allergy can lead to a dangerous medicine being prescribed or a latex glove being used on a patient who is allergic to latex.

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Current Medicines

Write down every medicine the patient is currently taking:
  • Name of the medicine
  • Dose (e.g., “10mg”)
  • How often they take it (e.g., “Once in the morning”, “Twice daily”)
This helps the doctor at each visit know what has already been prescribed and avoid prescribing something that will conflict with existing medicines.

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Inviting the Patient to the Portal

Patients can view their own visit history, prescriptions, and test results through the Bizaxl patient portal.
  1. Open the patient record
  2. Make sure the patient’s email address is entered
  3. Click Invite User
  4. The patient receives an email with a login link
Once logged in, the patient can:
  • See their upcoming visits
  • Download their prescriptions
  • View their blood test results and reports
  • Update their personal contact details

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Looking at a Patient’s History

The patient history shows every single thing that has ever been recorded for a patient in one timeline, from their very first registration to their most recent visit.
  1. Go to Home Care workspace → (Healthcare workspace) → Records and History → Patient History
  2. Search for the patient by name
  3. The timeline shows: all visits, all procedures, all vital signs, all blood tests, all prescriptions, all observations
Patient history timeline for a home care patient showing a sequence of records: visit booking, visit encounter, wound dressing procedure, wound photo observation, vital signs, and prescription
Tip for caregivers: Before driving to a patient’s home, always open the patient history to see what happened at the last visit, whether there were any concerns, and what the plan was for this visit.

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Field Guide: Patient Record

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Best Practices

  • Always get the exact home address (including floor number, landmark, and gate code if applicable) at registration - a caregiver who cannot find the patient’s home is a wasted visit
  • Record at least one family member or carer contact number alongside the patient’s own number - for elderly or confused patients, the family member is often the one the nurse needs to coordinate with
  • Mark patients as Inactive when they stop using the service rather than deleting them - their history needs to remain on record
  • Update the medicines list at every visit - patients on home care often have medicines changed by their hospital or GP between visits, and an outdated list can lead to dangerous duplicate prescriptions