Clinic & OPD

Patients

The Patients page stores patient contact and health information for the selected location.

You can register patients, view or update their records, check billing totals, manage patient documents, and create a patient portal link.

How to Find This Page

1
Sign in to EliteHMS
2
Select Patients from the left-hand menu

Patients option in the left-hand menu — Patients in the left-hand menu

Note:Check the location shown in the top bar. Patient records are associated with the selected branch.

Search and Patient List

Search by patient name, patient ID, or phone number. The page shows up to 15 patients at a time; use the controls below the list to see more.

Tip:If the page says No patients found, register a patient or check the search text and selected location.

When records are available, the table can show the patient’s name, ID, age, gender, city, contact details, blood group, doctor, and billing totals.

Billed: Total amount of the patient’s bills.
Paid: Amount recorded as paid.
Balance: The amount still owed. Cleared means no balance is currently due.

Patient list with search box and billing totals — The patient list with Billed, Paid, and Balance

Select View Balances to open the Patient Balances page, where staff can review outstanding dues and record payments.

Register a Patient

1
Select Add Patient
2
Enter the patient’s Full Name
This is required.
3
Add other details as available
See the list below.
4
Check the details and select Register Patient

Other details you can add:

Age and gender
Phone and email
Blood group
City and address
Attending doctor
Medical history
Known allergies

Note:The app assigns a patient ID after registration.

Tip:Enter allergies separated by commas, for example: Penicillin, Aspirin.

Tip:Search the patient list before registering so you can check whether a record already exists.

View or Update a Patient

Select the view icon on a patient’s row to open the patient profile. The Info tab can show contact details, blood group, doctor, billing totals, address, medical history, and allergies. Select Documents to view or upload files for that patient.

To update details:

1
Select Edit in the profile or the edit icon in the list
2
Make the changes
3
Select Update Patient

The patient profile

Patient Documents

1
In the patient profile, open Documents
2
Select Upload to attach a file
3
Add a title and choose a category

Categories include ID Card, Previous Prescription, Test Result, Insurance Card, Discharge Summary, Referral Letter, Consent Form, or Other.

Upload document form with title and category — Uploading a patient document

Note:The page accepts PDF, JPG, JPEG, PNG, and WEBP files up to 10 MB. You can open or delete an uploaded document from the list.

Warning:Upload files only to the correct patient record and protect them as private information.

Patient Portal Link

Select the link icon on the patient’s row to generate a private portal link. The patient can use it to view bills, prescriptions, lab tests, and appointments without signing in.

You can copy or share the link, open it, or revoke access. If you revoke access, the existing link stops working.

Warning:Share the link only with the intended patient.

Delete a Patient

Delete is available only to accounts with the required permission.

Warning:The confirmation says the patient record will be removed permanently. Check carefully before confirming; use Edit to correct information rather than deleting the record.

Keep Patient Records Accurate and Private

Confirm you have the correct patient before viewing, editing, uploading, or sharing information.
Check spelling and contact details so staff can find the right record.
Record allergies and medical history carefully.
Do not share patient portal links or documents with unintended recipients.