Patient Records

Overview

The Patient Dashboard is the single hub for everything about a patient — demographics, quick actions, encounters, documents, and linked records. It uses a card-based layout, not tabs.

Accessing the Patient Dashboard

Search for the patient using the top search bar (enter ID) or Patient > Search | Edit | Archive Patient.
Click the patient's ID from the results.
The patient dashboard opens.

Dashboard Layout

Patient Identity Header

At the top, the header shows: patient name, Patient ID, Facility ID, and the current OPD/IPD number (if an open encounter exists).

Quick Actions

A strip of action buttons across the top:

New OPD File Print — Create OPD registration and print the file
New OPD Visit — Start a new OPD clinical encounter
New IPD Visit — Start a new IPD admission encounter
Billing — Open the patient billing page in a new tab
Clinical Tools — Opens a modal with assign doctor, appointments, OPD print, and encounter print

Patient Details Card

Links to patient administration tasks:

Link	Destination
Edit Patient Details	Edit patient demographics and archive toggle
Search edit delete OPD Registration	Past OPD registrations for this patient
Allot Bed	Bed assignment for IPD admission
OT Booking	Operation theatre scheduling
Merge Patient	Merge duplicate patient records
National Health Claim Exchange (NHCX)	Insurance/PMJAY claim workflows

Documents & Encounters Card

Links to clinical documentation:

Link	Destination
Search Edit Encounter	View and edit past encounters
Scan and Upload	Upload scanned documents
Initial Assessment	Create initial clinical assessment
Discharge Summary	Create discharge summary (IPD only)
Discharge Check List	Complete discharge checklist (IPD only)
Diet	Generate diet plan

Records Section

Below the cards, the Patient Records section shows:

A Get Patients Records button to load all compositions
An AI-generated summary of patient history (when records are loaded)
A Documents table listing compositions by date, document type, status, and title

Record Archival

The patient edit form has an Archive toggle (True/False). Setting it to True hides the patient from default search results — the patient search query filters archive = false. The record is retained in the database, not deleted.

New patients default to archive = false.

Merging Duplicate Patients

If duplicate patient records exist, use the merge feature. See Merging Duplicate Patients for rules, encounter behavior, accounting, and step-by-step instructions.

FAQ

Q: Can I export a patient's complete record? A: Use the print function on individual documents. For bulk data export, use the Reports module.

Q: How long are patient records retained? A: Indefinitely, unless explicitly deleted. We recommend archiving rather than deleting for compliance.