Patients

This guide covers patient management in ProMediClinic: registration, profile maintenance, tags, insurance linkage, and appointment history access.

Access

• Menu: Dashboard -> Patients
• Routes:
  • /dashboard/patients
  • /dashboard/patients/create
  • /dashboard/patients/{patient}
  • /dashboard/settings/patient_tags

What You Can Do

• Create and update patient profiles
• Store contact and demographic details
• Add medical number and notes
• Link insurance provider and policy number
• Assign patient tags for segmentation
• Review recent appointment history per patient

Patient List Workflow

From the patient list page, you can:

• Search by patient information
• Filter by tag
• Filter by insurance provider
• Filter by email availability (has email / no email)
• Open profile pages for details and history

The page also shows summary stats such as filtered count, insured patients, and total appointments in the filtered result set.

Create a New Patient

1. Open Patients and click Add Patient.
2. Fill required fields:
   • first name
   • last name
3. Add optional fields as needed:
   • email, phone
   • date of birth, gender
   • address
   • medical number (must be unique if used)
   • insurance provider and policy number
   • notes
   • tags
4. Save.

Edit or Delete a Patient

• Use Edit on the patient profile page to update details and tags.
• Use Delete from patient actions when you need to remove a record.

Patient Tags

Patient tags are managed in settings:

• Dashboard -> Settings -> Patient Tags
• Route: /dashboard/settings/patient_tags

For each tag, you can define:

• name
• slug (auto-generated)
• color

Use tags for segmentation such as chronic follow-up, VIP, pediatrics, or insurance class.

Insurance Mapping

Patients can be linked to an active insurance provider.

• Select provider in create/edit form
• Store policy number for billing and front-desk verification

Legacy Email-Based Lookup

There is also an email-based history view route:

• /dashboard/patients/show?email=...

This supports cases where older appointment records exist by email but no full patient profile was created at booking time.

Validation and Common Errors

• Medical number already used: choose a unique medical number.
• Invalid email format: correct email and retry.
• Missing required name fields: first and last names are required.
• Invalid tag/provider: ensure selected tag/provider still exists.

Related

• features/appointments.md
• features/invoicing-payments.md
• reference/route-map.md