Resource Center

Patient Management

Patient Demographics

  1. Click on the 'Patients' icon in Home page, which will show the list view of the patients.
    Patients Tab
  2. Click on the patient whose demographic details you want to view/edit.
  3. Click on 'Patient Details' and select 'Edit' option.
    Edit Patient Details
  4. Make the required changes and click on 'Update'

Medical History

  1. Click on 'Patients' icon in Home page, and select the patient from the list.
  2. Click on 'Diagnoses' tab
  3. Select 'View Active' option from the drop box, to view the active list of diagnosis.
    Patient Medical History
  4. Select 'View History' to view the past medical history of diagnosis.
    Past Medical History

Health Vitals

  1. Click on 'Patients' icon
  2. Select the patient whose health vitals you want to enter
  3. Click on 'Vitals' and then select '+ Vitals' button.
  4. Choose the date of entry from the 'Date' field and enter the health vitals of the patient, viz., Height, Weight, Blood Pressure, etc. and click on 'Add'
    Add Health Vitals

Plot Health Vitals

  1. To plot the health vitals, Click on the 'Plot' option.
    Plot Health Vitals
  2. Select the parameter you want to plot from the drop box. The graph for the parameter will be plotted.
    Health Vital Chart
  3. You can also import the past health vitals of the patient using the 'Import Vitals' option.
  4. To do this, create an Excel sheet with the following parameters as comma separated values. The order should be Date[dd/mm/yyyy], Weight (kgs), Height (cms), Head Circuference (cms), BP Systolic, BP Diastolic, Pulse.
  5. Browse to the Excel sheet and click on 'Import' to import the past health vitals.
    Import Health Vitals

Patient Alerts

Critical information about the patients that need to stand out can be added as 'Alerts'. The alerts added to the patient are highly visible and shown as a popup whenever you open the patient chart. Follow the steps given below to add and manage patient alerts.

  1. Go to 'Patient Dashboard > Alerts' section and click on the '+ Alert' button. Additionally you can click on the '+' icon provided on the top right band of the patient and click on the 'Alert' menu.
    Add Patient Alert Option
  2. Enter the Alert description. You can also add the commonly used alerts in your practice to the 'Alert Master List'. This helps to quickly search and add the alerts fromt the master list, instead of typing them for each patient. If the patient has some linked patients (family members) and you want to add the alert to all of them, you can do that as well.
    Add Patient Alert Dialog
  3. When the patient has some alerts added, it will be shown as a popup whenever you open the patient chart. Alert notifications are shown in other sections as well, while searching patients, booking appointments, etc.
    Patient Alerts
  4. You can also manage the 'Alert Master List' from 'Settings > Patient > Alerts' section.
    Manage Patient Alerts


  1. Click on 'Patients' icon and select the patient from the list.
  2. Click on 'Medications' tab and the click on 'Add Medication' button
    Add Patient Medication
  3. Search for the drug name from the master list and click on 'Add' to add the medication. You can make use of the Strength, Route and Dose Form filters to refine the search results.
    Search Medication
  4. If you could not find the drug in the master list, you can add it as a 'Custom Drug'
    Add Custom Drug
  5. The medication will be added.
  6. Similarly, prescription can be added from the '+ Prescription' option.
    Add Prescription Option
  7. Enter the details of the precription.
    Add Prescription
  8. There are two ways in which you can add the dosage, 'Default Dosage' and 'Custom Dosage'. Choose the dosage option according to your need.
    Add Custom Dosage
  9. Click on 'Add' to add the presciption.  Use the 'Add & Sign' option to sign and add the prescription.


  1. Click on 'Patients' icon and select the patient
  2. Click on 'Allergies' tab and the click on '+ Allergies' link.
  3. If the patient is allergic to any drug/food/environment, it can be addded here.
    Add Allergies
  4. Add the allergens to the 'Allergen' field and choose the 'Type' of allergy. You can also add more details like when the allergy was observed, severity of the allergy, etc.
    Add Allergen
  5. Click 'Add' to add the allergy for the patient.


  1. Click on 'Patients' icon and select the patient
  2. Select 'Patient Details'
  3. Click on 'Questionnaires' tab.
  4. You can view all the filled up questionnaire by the patient.
    Patient Questionnaire
  5. For questionnaires with Allergy, Medication or Supplement widgets, an option is provided to reconcile the data filled by the patient with their existing records in the EHR. When the patient checks-in for the consultation, the nurse staff can reconfirm the details with the patient and then use the 'Reconcile' option to update the records.
    Reconcile Questionnaire
  6. The 'Reconcile Patient Records' window lists the data filled by patients in Questionnaires and the data present in EHR together. Data filled in the questionnaire will be shown in a different color to distinguish them from the patient's existing records
  7. Use the 'Add All' or individual 'Add' option to add the questionnaire data to the EHR. If any corrections has to be made, use the 'Edit & Add' option. If there are invalid entries use the 'Ignore' or 'Ignore All' option. You can also 'Inactivate' some of the existing patient records in EHR, if they are no longer valid.
  8. Once reconcile, use the 'Preview' option to preview all the actions performed in the previous step. After reviewing the data, click on the 'Save' button to update the patient record

Insurance Details

  1. Click on 'Patients' icon and select the patient whose insurance details has to be filled in.
  2. Click on 'Patient Details' and select 'Insurance' tab
  3. Click on '+ Insurance' option.
    Add Insurance
  4. Key-in the insurance details of the selected patient.
    Add Insurance Details
  5. You can also add multiple prior authorization numbers specific to each speciality. Appropriate prior authorization number can be selected while generating the claim.
    Multiple Prior Authorization
  6. The insurance details will get added.


  1. Click on 'Patients' icon and select the patient
  2. Click on 'Patient Details' and select 'Pharmacy' tab.
  3. Click on '+ e-Rx Pharmacy' option to add the pharmacy
    Add eRx Pharmacy
  4. Search for the pharmacy name and add it to the list of e-Rx pharmacies.
  5. You can also add a custom pharmacy using the '+ Custom Pharmacy' option or 'Select from Pharmacy Directory'
    Add Custom Pharmacy
  6. The custom pharmacies will get added under the head 'Other Pharmacy'
    Other Pharmacy

Patient Facesheet

Practitioner can get a quick overview about the patient by viewing the patient's 'Face Sheet'

  1. Go to Patient Dashboard and click on 'Face Sheet' to view their summary.
  2. You can customize the fact sheet, by clicking on the 'Customize' button.
    Patient Facesheet
  3. Select the sections you want in the Face Sheet, by selecting the check boxes.
    Customize Patient Facesheet
  4. You can also print the fact sheet by clicking on the 'Download' link.
    Download Patient Facesheet

Timeline View

Timeline view shows the patient's medical records in a pictorial fashion. Records included in the timeline view are Appointments, Intake Forms, Encounters, Diagnoses, Prescription, Lab Orders, Image Orders, Referrals, Lab Results, Image Results and Messages.

  1. Go to Patient Dashboard. Click on the 'Timeline' tab.
    Patient Timeline Option
  2. The timeline will appear as shown below. Records are shown in the chronological order with recent entry on the top.
  3. You can also filter a particular section of the timeline you want to view.
    Patient Timeline Options

TagCloud View

Tagcloud view provides a bird's eye view of the patient's medical data. It is a color coded visual representation of Diagnoses, Prescriptions, Supplements, and Abnormal Lab Record parameters. Different patient data points are depicted in different font sizes based on calculated weights using custom algorithms.

  1. Go to patient dashboard and click on 'Tag Cloud' option to view the tag cloud.
    Patient Tagcloud Option
  2. Tag Cloud can be regenerated by choosing the various parameter types like Rx, Diagnoses, Supplements, Allergies, Lab, etc.
    Patient Tagcloud