> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Patient Management
> How to register a new patient, fill in their health background, record allergies, and use the patient history to review everything that has ever been done for them.
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.
***
## 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.
***
## Registering a New Patient
1. Go to Home Care workspace → Masters section → **Patient** → New
2. Fill in the patient's basic details:
| Field | What to Enter | Why It Matters |
| ------------- | -------------------------- | --------------------------------------------------- |
| First Name | Patient's first name | Used in all records and messages |
| Last Name | Patient's last name | |
| Sex | Male / Female / Other | Relevant for care planning |
| Date of Birth | Patient's birthday | The system calculates their age automatically |
| Status | Active | Set to Inactive if they stop using the service |
| Blood Group | If known (A+, O-, etc.) | Useful in emergencies |
| Mobile | Patient's mobile number | Used for confirmation and reminder SMS messages |
| Email | Patient's email address | Used for portal access and emailed reports |
| Address | The patient's home address | The caregiver needs this to find the patient's home |
3. Fill in the **emergency contact**:
| Field | What to Enter |
| --------------------------------- | ----------------------------------------------------------------- |
| Guardian / Emergency Contact Name | Name of the person to call in an emergency |
| Relation | How they are related to the patient (son, daughter, spouse, etc.) |
| Emergency Contact Mobile | Their phone number |
4. Click **Save**.
***
## 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.
### Medical Conditions
Record any conditions the patient has been diagnosed with:
| Condition | Why It Matters for Home Care |
| ----------------------------------- | ---------------------------------------------------------------------------- |
| Diabetes | Affects wound healing, blood sugar monitoring needed, foot care important |
| Heart disease / High blood pressure | Affects care planning, certain activities may be restricted |
| Stroke / Paralysis | Mobility assistance needed, fall risk high |
| Cancer | Fatigue, weight loss, infection risk - affects care needs |
| Chronic kidney disease | Fluid intake monitoring, affects which medicines can be given |
| Parkinson's disease | Tremors, falls risk, swallowing difficulties |
| Dementia / Alzheimer's disease | May not remember instructions, family member should be present during visits |
| COPD / Breathing problems | Oxygen monitoring important, avoid exertion during care |
| Bedsores (Pressure Ulcers) | Position changing protocol needed, wound care required |
| Recent surgery | Wound care, restricted movement, specific post-op instructions from hospital |
Use the **Medical History** section of the patient record to enter these conditions.
### 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.
### 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.
***
## 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
***
## 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
**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.
***
## Field Guide: Patient Record
| Field | What It Contains |
| ---------------------------- | ------------------------------------------------------------------------ |
| Patient ID | A unique number automatically assigned when the patient is created |
| Full Name | The patient's name |
| Sex | Male / Female / Other |
| Date of Birth | Used to calculate age |
| Status | Active or Inactive |
| Blood Group | Blood type |
| Mobile | Phone number used for SMS messages |
| Email | Email address for portal and reports |
| Address | Home address for visit planning |
| Invite User | Button that sends a portal invitation to the patient |
| Customer | The billing account automatically created when the patient is registered |
| Allergies and Drug Reactions | List of known allergens and their reactions |
| Medical History | Current medical conditions |
| Risk Factors | Any risk factors noted (fall risk, infection risk, confusion) |
| Referring Doctor | The doctor who referred this patient to your care service |
***
## 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
***
## Related Features
* [Scheduling Visits](/health-wellness/homecare-services/scheduling-visits): Every visit is linked to a patient record
* [Home Visit Record](/health-wellness/homecare-services/home-visit): The visit record references the patient's health background
* [Medications and Pharmacy](/health-wellness/homecare-services/medications-pharmacy): Allergy alerts show when medicines are prescribed
* [Billing and Finance](/health-wellness/homecare-services/billing-finance): The patient's billing account is created automatically when they are registered