Patient Records
The Patient File
Section titled “The Patient File”Every patient has a file with their details, medical history, and consent records.
Personal Details
Section titled “Personal Details”- Full name
- SA ID number (auto-fills date of birth and sex)
- Phone number (primary + alternative)
- Preferred contact method (SMS, WhatsApp, email, phone)
Medical History
Section titled “Medical History”Each entry is tracked over time as active or resolved.
- Allergies
- Chronic conditions
- Chronic medication
- Surgical history
Women’s Health
Section titled “Women’s Health”(when relevant)
- Menstrual status
- Pregnancy status
- Breastfeeding and contraception status
- Basic obstetric history
Consent
Section titled “Consent”- POPIA consent (date recorded)
- Financial responsibility acceptance (date recorded)
Patient Intake
Section titled “Patient Intake”The generic intake link starts with quick lookup, then branches to the right flow.
1. Lookup First
Section titled “1. Lookup First”- Patient enters phone number
- Patient enters SA ID number
If there is no match, the new patient form opens with lookup values pre-filled.
2. New Patient
Section titled “2. New Patient”Patient completes demographics, medical aid, history, current symptoms, and consent.
A patient file and consultation are created together on submission.
3. Returning Patient
Section titled “3. Returning Patient”Matched patients skip demographics and update history/symptoms only.
4. Direct Intake Link
Section titled “4. Direct Intake Link”From a patient profile, you can send a personalised request link with optional history updates.
Day-to-Day
Section titled “Day-to-Day”- Send intake link before the visit
- Patient completes lookup and form
- Review history and current symptoms before seeing the patient
- Open consultation with context ready