Documentation

User manuals

Log in

Patients

The central patient registry: create, search, and jump straight into clinical actions for each patient.

Available to: Owner, Doctor, Nurse, and Assistant

Go to module
Register a new patient
  1. 1Click “New patient.”
  2. 2Fill in First name, Last name, Date of birth, and Gender (required).
  3. 3Optionally add Phone, Email address, and Address.
  4. 4Click “Create patient.” The system automatically generates a record number (e.g. #CMT-0001).
Search and manage patients
  1. 1Use the search box to find a patient by name, phone, or email, and filter by Gender.
  2. 2Click “Edit” to update their information.
  3. 3Click “History” to view their past visits (only shown if the patient already has appointments on record).
  4. 4Click “Attend now” to send them straight to Direct care.
Illustrative example

First name

María

Last name

López

Date of birth

04/12/1990

Gender

Female

María López

#CMT-0001

34

Carlos Ramírez

#CMT-0002

51

Simplified preview for illustration only. Not an actual screenshot of the system.

Tips

• The phone field only accepts numbers and must have between 8 and 15 digits.

• You can sort the list by most recent, oldest, or name (A-Z / Z-A).