Patient Records
Maintain complete patient profiles including medical history, allergies, outstanding balances and uploaded documents.
Adding a patient
Go to Patients and click Add Patient. Fill in the name, age, gender, phone number and blood group. Add any known allergies — these appear as a red warning banner every time you create a bill for this patient. Add medical history notes if relevant. A unique Patient ID is generated automatically (e.g. PT-00042).
Viewing a patient record
Click the eye icon on any patient row to open their full profile. The Info tab shows contact details, blood group, allergies, medical history and outstanding balance. The Documents tab shows all uploaded files for this patient.
Patient portal link
Click the link icon on any patient row to generate a unique portal link. Share this link with the patient via WhatsApp or SMS. The patient opens it on their phone and can see all their bills, prescriptions, lab results and appointments — no login required. You can revoke the link at any time.
Uploading patient documents
Open a patient record and go to the Documents tab. Click Upload. Select the file (PDF, JPG or PNG, max 10MB) and choose a category such as ID Card, Test Result or Insurance Card. The file is stored securely on Cloudinary and can be opened from any device.
WhatsApp payment reminders
Go to Patient Balance page to see all patients with outstanding bills. Click the Remind button next to any patient. WhatsApp Web opens with a pre-written message showing their name, balance amount and your store name. Just press Send.