👤 Patient Registration & Onboarding Guide
This guide provides a step-by-step walkthrough for hospital receptionists, nurses, and registration admins to register new patients on Medzit NexHealth HMS (nh-dev.medzit.in/patients/register).
📌 Registration Workflow Overview
🔍 Phase 1: Search Existing Patient (Duplicate Prevention)
To prevent duplicate patient records in the hospital database:
- Navigate to Patients in the left sidebar (
/patients). - Click
+ New Patient(top right) or use the search bar. - Type the patient's Name, Mobile Number, or National ID.
- If no record exists, click
Create New Patienton the popup modal.
📝 Phase 2: 5-Step Patient Registration Form Wizard
1️⃣ Step 1: Patient Information & Demographics
Fill in basic identity and demographic details:
| Section | Form Field | Description / Format | Mandatory |
|---|---|---|---|
| Patient Info | Title | Select Mr., Mrs., Ms., Dr., Master | Yes |
| Patient Info | First Name | Patient given name (e.g., John) | Yes |
| Patient Info | Middle Name | Optional middle name | No |
| Patient Info | Last Name | Surname / Family name (e.g., Doe) | Yes |
| Patient Info | Gender | Select Male, Female, Other | Yes |
| Patient Info | Date of Birth | Format MM/DD/YYYY or age calculator | Yes |
| Contact Info | Primary Phone | 10-digit mobile number (e.g., +91-9876543210) | Yes |
| Contact Info | Secondary Phone | Alternate contact / guardian number | No |
| Contact Info | Email Address | For digital receipts & prescription PDF dispatch | Yes |
| Demographics | Blood Group | Select A+, A-, B+, B-, O+, O-, AB+, AB- | Yes |
| Demographics | Marital Status | Select Single, Married, Widowed, Divorced | Yes |
| Demographics | Preferred Language | Language for SMS reminders (e.g., English, Hindi, Swahili) | No |
| Identification | Government ID | Aadhaar Card / National Identity Number | Yes |
| Identification | Passport Number | Required for international medical tourist patients | No |
💡 Tip: Click the blue
Continuebutton at the bottom right to proceed to Step 2.
2️⃣ Step 2: Address & Emergency Contact
Enter permanent residential address and emergency contact person:
[Address Line 1] : House No. 42, Green Park Avenue
[Address Line 2] : Near Central Metro Station
[City / District] : Kampala / New Delhi
[State / Province] : Central / Delhi
[Postal / ZIP Code] : 110016
[Emergency Name] : Sarah Doe (Spouse)
[Emergency Phone] : +91-9876543211
3️⃣ Step 3: Medical History & Baseline Vitals
Capture baseline clinical data for doctor consultations:
- Known Allergies: Drug allergies (e.g.,
Penicillin,Sulfa), Food allergies. - Chronic Conditions: Hypertension, Diabetes Type-2, Asthma, Heart Condition.
- Assigned Primary Doctor: Select attending physician from dropdown.
- Initial Vitals:
- Blood Pressure (systolic/diastolic):
120/80 mmHg - Body Temperature:
98.6 °F - Pulse Rate:
72 bpm - Weight:
68 kg| Height:175 cm
- Blood Pressure (systolic/diastolic):
4️⃣ Step 4: Insurance & TPA Billing Details
If the patient is covered under cashless hospital insurance:
- Payer Type: Select
Self-Pay (Cash)orInsurance / TPA. - Insurance Provider: Select insurance vendor (e.g.,
Star Health,Religare,National Insurance). - Policy / TPA Member ID: Enter policy card number.
- Pre-Authorization Status: Enter pre-approved sum insured limit.
5️⃣ Step 5: Final Preview & Confirmation
- Review the generated Patient Card Summary.
- Verify Name, DOB, Contact Mobile, and Government ID.
- Click
Submit & Complete Registration.
✅ Post-Registration Actions & Verification
Upon clicking Submit, the system automatically:
- Generates a unique Medical Record Number (MRN / PID) (e.g.,
PRN-2026-000015). - Issues an OPD Token / Wristband Barcode for outpatient visits.
- Sends an automated SMS/Email Welcome Confirmation to the patient.
- Opens the Patient Profile Ledger for instant consultation scheduling.
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