Patient Management
Register patients, manage demographics, handle medical aid details, and use duplicate detection to keep your records clean.
Viewing Patients
Navigate to Patients in the sidebar. The patient list displays all registered patients with their name, SA ID, phone, account number, and registration date.
Search & Filter
Use the search bar to find patients by name, SA ID number, or phone number. The status dropdown filters between Active, Inactive, and All patients. Inactive patients are those who have been deactivated (soft deleted).
Adding a New Patient
Click Add Patient to open the two-step registration flow.
Step 1: Patient Details
The registration form captures the following sections:
| Section | Fields |
|---|---|
| Personal Information | Title, Initials, First Name*, Surname*, SA ID Number, Passport No., Date of Birth, Gender, Nationality, Language, File No., Alt File No. |
| Contact Details | Mobile*, Alt Phone, Work Phone, Email*, Preferred Contact Method (SMS/Email/Phone/WhatsApp), Employer |
| Physical Address | Street Address, City, Province, Postal Code |
| Postal Address | Postal Address, City, Postal Code |
| Emergency Contact | Name, Phone, Relationship |
| Referring Doctor | Doctor Name, Practice Number |
| Medical Aid | Medical Aid Name* (e.g. Discovery), Plan/Option (e.g. KeyCare Plus), Membership No.*, Main Member, Cash Patient toggle |
| Notes | Free-text notes field |
Soft-required fields
Step 2: Add Request
After saving the patient, you're redirected to the test ordering page with the patient pre-selected. You can also click Save Only to skip this step and add requests later.
Duplicate Detection
As you fill in the patient form, the system automatically checks for duplicates using a debounced query (500ms delay). Matches are found by:
- SA ID number (exact match)
- Passport number (exact match)
- First name + Last name + Date of birth (combination match)
When duplicates are found, a warning banner appears with options to Add Request to the existing patient or View their record. If the patient is genuinely new, continue filling in the form below the warning.
Request Form Scanning
The right-hand panel on the patient registration page accepts doctor's request forms:
- Supported formats: PDF, JPG, PNG (max 10 MB)
- Upload:Drag & drop or click to browse
- AI Auto-fill:Click “Auto-fill with AI” to parse the form and pre-populate patient details and test orders (coming soon)
- Persistence: The uploaded file is carried through to the test ordering step via session storage
Patient Detail View
Click any patient row to view their full profile. The detail page shows:
- Header with initials avatar, name, account number, SA ID, and file number
- Profile cards: Personal Info, Contact, Medical Aid, Address, Emergency Contact, Referring Doctor, Notes
- Lab requests list with expandable rows showing individual tests, amounts, payment statuses, and results
Editing a Patient
Click Edit in the header bar to switch to edit mode. All fields become editable. Click Save Changes to persist or Cancel to discard.
Deactivating a Patient
Click Deactivateto soft-delete a patient. They will appear with an “Inactive” badge and can be found using the Inactive status filter. Deactivated patients cannot have new requests created against them.