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Everything downstream — triage, consultation, admission, dispensing, billing — starts from a patient record. This is the screen where one is created and found.

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One screen, two doors

On the hospital navigation this list is reachable from two places: Front Desk → Patients and Records → Patient Records. Open either and both entries highlight at once. That is correct, not a fault. Reception registers patients and the records office manages them, but there is only one patient list, so both service lines get a door onto it. Whichever door you came through, you are looking at the same records.

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Register a patient

1

Select New Patient

From the toolbar. The form collects the identity and contact details the rest of the hospital will read.
2

Enter what you have

Take the time to get the name and date of birth right at the counter. Every clinician after you searches on them, and a mistyped name is how one person ends up with two charts.
3

Save

The patient appears in All Patients and is immediately available to triage, appointments and admissions.

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Find and open a record

Patients Management — “Register, view, and manage patient records across your clinic” — opens on the All Patients tab. Search it with Search patients…, then use the row’s ⋯ menu:
  • View details opens the record.
  • Edit changes it, for staff whose role may edit.
  • Send Consent sends a consent document to the patient.
The page header carries Refresh, Import, Export and New Patient. Columns sits with the search box on the table itself, under a Visible Columns list. Six stat cards run above the list — Total Patients, New Patients, Active Patients, Consultations, Triages and Top Blood Type — and an Analytics tab breaks your population down under Gender Distribution, Age Distribution, Country Distribution and Chronic Conditions. Useful when a service line is arguing for a clinic and needs to know who actually attends.
A brand-new hospital sees Your patient registry is empty rather than a blank table, with three ways forward: Explore with sample patients, Import patients, or Add your first patient. The sample tour takes “About 60 seconds · nothing is saved to your clinic” — a record only becomes real if you choose Add to my clinic.

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Work the self-registration waitlist

Patients who register themselves do not go straight onto your list. They arrive as requests, which you find with the Waitlist filter. Each row offers two actions:
1

Read the request

Check the details are a real person and not a duplicate of someone you already hold.
2

Approve or decline

Approve request opens Approve patient request and turns the request into an active patient. Decline request archives it and removes it from the waitlist — “This does not notify the requester.”
3

Decide about the portal, deliberately

The approval dialog carries an Enable client portal access checkbox — “Lets them sign in via magic link to view records, book appointments, and message your team.” It arrives already selected, so approving grants a portal login unless you clear it.Creating a record and giving someone a login are two different decisions, and the second is the one with a security consequence. Clear the box for anyone who should be on your list but not signing in.

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Import and export

Import takes an existing list in bulk, which is how most hospitals arrive. Export takes it out again. Both are in the toolbar. Check a handful of imported records by hand before you rely on the batch — a column mapped to the wrong field is far cheaper to catch at ten records than at ten thousand.

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Check it worked

  • The new patient appears in All Patients and can be found by name.
  • They appear in the picker at triage once a consultation has been paid for.
  • An approved waitlist request has left the Waitlist filter and joined the main list.
  • A patient you approved with the portal box cleared cannot sign in to the portal — which is what you intended.

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If something goes wrong

Expected. They are two doors onto one list — one for reception, one for the records office.
Editing is role-gated, and a user without an editing role gets the read-only view with no error to explain it. Ask an owner or manager to check your role — see Roles.
Almost always the consultation payment. The triage picker only lists patients who have paid, unless your hospital runs in free-clinic mode.
The Enable client portal access box was cleared at approval. Grant access from their record.
Same cause as the read-only view — your role may not edit patient records. View details stays available.
Export the list, correct it outside the product, and import the corrected file. Fix the column mapping before you re-run a large batch.
Both doors depend on care areas — Front desk for Patients, Records for Patient Records. See Turn on your care areas.

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Where to go next

The appointment book

Book the patient you just registered.

Record triage and route a patient

Send them to the right department’s queue.

Records

The other door onto this list, and what the records office does with it.