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First patient

Goal and time target​

Register the first walk-in patient in under 60 seconds once one branch exists.

You need​

  • Role: Owner, Branch Manager or Receptionist with patient.create.
  • Route: Patients -> Register Patient (/app/patients/register).
  • Patient name, 10-digit mobile number, date of birth, gender, guardian details and address.

Steps​

  1. Open Patients (/app/patients) and choose Register Patient.
  2. In Branch Selection, choose Select Branch.
  3. In Personal Information, enter Full Name, Contact Number, Date of Birth and Gender.
  4. Fill Guardian Name and Guardian Relation. For a minor, tick the guardian consent confirmation.
  5. Enter Address. Add Primary Diagnosis, Secondary Diagnosis or Referred By only if known.
  6. Click Register Patient.
  7. If Possible duplicate patient appears, click Open existing for the same person, or type a reason in Why is this a different person? and click Create anyway.

Done when...​

The patient record opens or appears in Patients, and no unresolved duplicate warning remains.

Tips​

  • Search before registering when the clinic is busy.
  • Families can share one phone number; use the duplicate reason honestly.
  • Do not put real PHI into training examples.

If something goes wrong​

If the form refuses to save, check Select Branch, required fields and duplicate warning first.

Full guide​