Register patient

ModulePatients

Suggested profileReception

PermissionPATIENTS: WRITE

StatusValidated

Objective

Register a new patient with their personal data, contact and address, and make them available for the schedule, cash box, prescriptions and studies flows.

Before starting

• Have PATIENTS: WRITE permission.
• Confirm that the patient does not already exist using the module's global search.
• Have at hand: full name, date of birth, sex, phone and email.

Step by step

1. Enter the Patients module from the side menu.
2. Click New patient (top-left toolbar button).
3. The Register patient dialog opens with four tabs: Patient, Contact, Address and Record.

Patient tab

4. Enter Name(s) and Surname(s).
5. Choose the Sex (Female or Male). Determines the color of the tag in the list.
6. Enter the Date of birth. Age is calculated automatically.
7. If applicable, enter the Sexual partner by searching by name or medical record.
8. Continue to the next tab.

Contact tab

9. Enter at least one Phone (mandatory field).
10. Enter the Email if available.
11. If the patient comes from the CRM (Landing), the system may suggest linking with a prospect. Accept only if the identity is confirmed.

Address tab

12. Enter the address. If the system allows it, the field uses Google autocomplete to suggest the structured address.
13. Confirm country, state, city and postal code.

Record tab

14. Complete the clinical or administrative fields that the system requests (for example, medical record, medical group, observations).
15. Click Save.

Expected result

• The dialog closes.
• The patient appears in the list with their medical record, age, phone and active status.
• The system shows a success message.
• The patient becomes available for selection in the Schedule, Cash box, Prescriptions and Studies searches.

Pending: add screenshot of pacientes-alta-01-dialogo.png and pacientes-alta-02-pestana-ficha.png.

Common errors

Situation	What to do
The dialog does not appear	Verify that the user has PATIENTS: WRITE; otherwise, the New patient button is disabled.
The patient already exists	Cancel the registration and open them from the list to avoid duplicates.
Mandatory data is missing	The system highlights the fields in red. Complete them before saving.
The date of birth is not valid	Verify the format; the system rejects future dates or incorrect formats.
The dialog does not accept the address	If Google autocomplete does not respond, enter the address manually in the structured fields.

Suggested permissions

• PATIENTS: WRITE minimum.
• ADMIN is not required to register.

Relation with other modules

• Schedule: the newly created patient immediately appears in the schedule search.
• Cash box: the patient becomes selectable to record charges and advances.
• Prescriptions and studies: the patient becomes available as the root of prescriptions and studies.
• Landing / CRM: if the patient comes from a prospect, when saving the system may offer the linking.