Managing Patient Records

Before creating a new patient entry, search the database to confirm the patient does not already have a record. Separate patient entries cannot be merged.

To Search for a Patient Record

1. Click Search. The right side of the screen will show search options.
2. Enter known patient details in any of the search fields (Patient ID, First Name, Last Name, Date of Birth, or Gender). The results list will filter automatically as information is entered.
3. Click any column heading to sort results by that field; click again to reverse the sort order.
4. Click anywhere in a patient's row to select that record.
5. Click Cancel to end the search and return to the full patient list.

To Create a New Patient Record

1. Click New. A modal will appear with entry fields.
2. Enter all mandatory fields, marked with an asterisk (*). Additional fields are optional.
3. Click Save.

To Edit an Existing Patient Record

1. Select the patient record (search if necessary).
2. Click Edit. A modal will appear with the entry fields.
3. Once changes are finished, click Save.

Note: Editing a patient's ID, First Name, or Last Name is not case-sensitive. To change the capitalization of a field, first correct any spelling errors and save, then modify the capitalization and save again.

To Delete a Patient Record

Warning: Deleted data is permanently removed from the database and cannot be recovered.

1. Select the patient record (search if necessary).
2. Click Delete.
3. Select Yes from the confirmation modal to confirm deletion.