Resource Center

Patient Management

Patient Demographics

  1. Go to 'Patients' tab, and click on the patient whose demographic details you want to view/edit.
    Patients Tab
  2. Click on 'Patient Details' and select 'Edit demographics' option.
    Edit Patient Details
  3. Make the required changes and click on 'Save'
    Edit Patient Demographics

Medical History

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

Health Vitals

  1. Go to 'Patients' tab
  2. Click on the Patient profile whose health vitals you want to enter
  3. Click on 'Patient Details'
  4. Further, click on 'Health Vitals' tab and then select 'Add vitals' link.
    Add Health Vitals
  5. 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 'Save'

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


  1. Go to 'Patients' and select the patient
  2. Click on 'Patient Details'
  3. Click on 'Medications' tab and the click on 'Add Medication' link.
    Add Patient Medication
  4. Search for the drug name from the master list and click on 'Add' to add the medication.
    Search Medication
  5. If you could not find the drug in the master list, you can add it as a 'Custom Drug'
    Add Custom Drug
  6. The medication will be added.
  7. Similarly, prescription can be added from the 'Add Prescription' option.
    Add Prescription Option
  8. Enter the details of the precription.
    Add Prescription
  9. 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
  10. Click on 'Add' to add the presciption


  1. Go to 'Patients' tab and select the patient
  2. Select 'Patient Details'
  3. Click on 'Allergies' tab and the click on 'Add allergies' link.
  4. If the patient is allergic to any drug/food/environment, it can be addded here.
    Add Allergies
  5. 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
  6. Click 'OK' to add the allergy for the patient.
    Food Allergy


  1. Go to 'Patients' tab 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

Insurance Details

  1. Go to 'Patients' tab and select the patient whose insurance details has to be filled in.
  2. Click on 'Patient Details' and select 'Insurance' tab
  3. Click on 'Add Insurance' option.
    Add Insurance
  4. Key-in the insurance details of the selected patient.
    Add Insurance Details
  5. The insurance details will get added.


  1. Go to 'Patients' tab and select the patient
  2. Click on 'Patient Details' and select 'Pharmacy' tab.
  3. Click on 'Add 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 'Add 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 'Fact Sheet' to view their summary.
  2. You can customize the fact sheet, by clicking on the gear icon.
    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 icon.
    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.
    Patient Timeline Sheet
  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