Appearance
Patients
The patients page (/patients) maintains your lab’s patient registry. Each patient receives a unique MR number used across invoices, reports, and the public online portal.
Patient field visibility and required rules are controlled in Patient fields settings.
Search and list
| Control | Behavior |
|---|---|
| Search input | Matches name, phone, MR number, CNIC, etc. |
| Search button | Applies query (also Enter in search box) |
| New patient | Opens registration dialog (hidden in read-only mode) |
Deep links:
?search=0300…— pre-fills and runs search?patientId={uuid}— opens edit dialog for that patient
Table columns
| Column | Sortable | Default visible |
|---|---|---|
| MR number | Yes (mrnumber) | Yes |
| Name | Yes (name) | Yes |
| Age | Yes (age) | Yes |
| Gender | Yes (gender) | |
| Blood group | — | |
| City | Yes (city) | Yes |
| CNIC | Yes (cnic) | |
Yes (email) | ||
| Mother name, occupation, address, passport | — | |
| Phone | Yes (phone) | Yes |
| Father / husband name | — | |
| Date of birth | Yes (dateofbirth) | |
| Marital status | — | |
| Actions | — | Edit / delete (read-only: hidden) |
- 50 patients per page; sort preference is saved per user.
- Export via table menu (CSV/Excel).
Header shows total count: “N patients”.
Register patient dialog
Click New patient. Required fields follow your patient fields settings; the form always requires Name and Gender.
| Field | Input type | Notes |
|---|---|---|
| Name | Text | Required |
| Phone | Phone input | Pakistan format normalization |
| CNIC | CNIC masked input | 13-digit ID |
| Father / husband name | Text | |
| Mother name | Text | |
| Age | Number | |
| Gender | Select | Male / Female / Other |
| Date of birth | Date picker | Future dates disabled |
| Blood group | Text | e.g. A+, O− |
| Marital status | Select | Single, Married, etc. |
| Occupation | Text | |
| Country / province / city | Location picker | Defaults from lab account settings |
| Passport no | Text | |
| Address | Text | Full width |
| Button | Action |
|---|---|
| Save patient | Creates record; assigns MR number; refreshes list and dashboard |
Edit patient dialog
Actions → Edit on any row (or ?patientId= link).
- Title shows Edit patient and MR number.
- Same fields as create.
- Update patient saves changes.
Delete patient
Actions → Delete → confirmation with patient name.
Deletion impact
Deleting a patient does not remove historical invoices. Prefer deactivating or correcting data if invoices exist. Deleted patients cannot be recovered from the tenant portal UI.
Integration with invoices
When creating an invoice:
- Enter phone — matching patients appear as chips.
- Or use health card lookup for family members.
- Selecting a chip loads their demographics into the invoice form.
New patients can also be created implicitly when saving an invoice if no existing patient.id is set.
Read-only mode
In read-only mode:
- New patient button is hidden.
- Actions column is removed.
- Existing records remain searchable and exportable.
Related documentation
- Invoices — billing workflow
- Settings / Patient fields
- Account settings / Lab location — default country/province/city
- Public portal / Report lookup — patients use MR/invoice + access code