Patient Management

Patient list

The patient list (/dashboard/patients) shows all patients registered to your clinic.

Key columns:

• Patient Number: auto-generated per clinic (e.g. DEN-1042)
• Last Visit: time since last completed appointment, maintained by a database trigger
• Outstanding Balance: live sum of all unpaid invoices, colour-coded (green = clear, amber = partially paid, red = overdue)
• Allergies: chip badges visible at a glance

Search: 150ms debounced, searches by name, phone number, national ID, and patient number simultaneously.

Patient profile tabs

Each patient profile has 16 tabs in four groups:

Clinical: History, Sessions, Prescriptions, Lab Orders, Vitals, X-rays

Specialty (depends on your clinic type):

• Dental: Tooth Chart, Perio, Ortho, Implants, Hygiene Recall
• Optical: Eye Exam, Contact Lens, Frames, Myopia
• Pediatrics: Growth, Vaccinations, Milestones, Bilirubin
• Dermatology: Conditions, Body Map, Photos, Biopsy, Phototherapy
• Cardiology: Risk, Studies, Devices, Programs
• Physiotherapy: Treatment Plans, Outcome Measures, Exercise Programs, Body Chart

Administrative: Appointments, Billing, Documents, Consent Forms

Account: Profile, Allergies, Guardians, Portal Access

Allergy and outstanding balance badges are always visible in the sidebar regardless of which tab is active.

Adding a patient

Click + New Patient from the patient list or inline during appointment booking.

Required fields: First name, Last name, Mobile number

Recommended fields:

• Date of birth (enables age-based features, vaccination scheduling, dosing calculators)
• National ID (required for insurance claims)
• Gender
• Email (for portal access and email invoices)
• Emergency contact

For pediatric patients under 18, a Guardian must be added before portal access can be granted.

Bulk actions

Select multiple patients using the checkboxes. The bulk action bar appears with a preview of selected names (up to 3 shown, then + N more).

Available bulk actions:

• Send WhatsApp: broadcast a message to all selected patients
• Assign Branch: move patients to a different branch
• Export: download selected rows as CSV
• Archive: soft-delete (patients can be restored from Settings > Archived Patients)

Bulk actions are irreversible except archive. Always confirm the patient preview before proceeding.

CSV import

To migrate patients from another system:

1. Go to Patients > Import Patients.
2. Download the import template to ensure correct column formatting.
3. Required columns: First Name, Last Name, Mobile
4. Optional: Email, Date of Birth (DD/MM/YYYY), Gender, National ID, Address
5. Upload your CSV file — preview the first 10 rows and confirm column mapping.
6. Click Import — duplicates (matched by mobile number) are skipped automatically.
7. Download the import report from the Activity Log.

Tip: Save your Excel file as CSV UTF-8 if you see encoding issues with Arabic names.

Medical history and allergy management

MEDICAL HISTORY

Patient Profile > History tab records:

Past Medical History (PMH): free text + ICD-10 coded conditions list

Past Surgical History (PSH): procedure name, date, operating surgeon, hospital

Family History: condition + affected relative (father, mother, sibling, etc.)

Social History: smoking status (never/ex/current + pack-years), alcohol use, occupation, marital status, exercise frequency

Systemic Review: structured checkbox review of 10 body systems

ALLERGY MANAGEMENT

Allergies are always visible in the patient profile sidebar regardless of which tab is active.

Adding an allergy:

1. Patient Profile > Account > Allergies > + Add Allergy.
2. Enter the allergen (drug name, food, environmental, contrast, latex).
3. Set the reaction type: Anaphylaxis / Angioedema / Urticaria / Rash / GI / Respiratory / Other.
4. Set severity: Mild / Moderate / Severe / Life-threatening.
5. Enter the date of reaction if known.

Allergy display:

• Severe and life-threatening allergies show red chip badges in the header
• When a drug matching an allergy is prescribed, a blocking warning appears in the Rx tab before saving
• Allergy chips appear on printed prescriptions and referral letters