Patient Registrations

Patient Registrations

1. How to Register a New Patient?

đź“Ś Overview

This document outlines the process for registering a new patient within the Miso Clinic Platform. 
There are three ways a customer can be registered within the system:
  1. Direct Registration (Refer - "Start a New Patient Registration" for navigation assistance)
  2. WhatsApp Registration (Refer - " How to manage patient enquiries received via WhatsApp" for navigation assistance)
  3. Website Registration ( Refer - " How to manage patient enquiries received via the Website" for navigation assistance)
Please refer to the diagram below for a visual overview of the Registration Flow.

đź‘Ą Who Can Use This?

  1. Receptionist
  2. Clinic Administrator
  3. Doctor(s)

Steps to Register a New Patient

  1. Navigate to the Patient Registration Module 
  2. From the left-hand navigation panel, select  Patient Registration module.

2. Start a New Patient Registration

Click the  " Create Patient Registration "  button in the top-right corner.

3. Capture in the Basic Patient Information

Use the table below as a guide to fill out required fields:

4. Save the Patient Information

Click on the " Save " button to save the captured patient details.
đź’ˇ NOTE :
  1. The system automatically assigns a temporary Unique Health Identifier (UHID) to every Patient. This ID helps uniquely identify the patient within the system.
  2. The UHID is displayed in the format TEMP-0001-DAH, where
    1. TEMP - Indicates that this UHID is temporary
    2. 0001 - This is the patient's unique number. 
    3. DAH -  Short for Doctor Arpana's Homeopathy, the clinic name

5.  Review the entered Patient Information

  1. Confirm that all patient information has been captured accurately.
  2. If any information requires modification, click the " Edit "   button to update the relevant fields
  3. After updating, click  Save to finalize the data.

6. Confirm the Patient Registration

  1. After verifying that all patient details are accurate, click the "  Confirm Registration " button to finalize the registration process.
đź’ˇ NOTE :
  1.  Only Patients who have completed the payment should be confirmed. Patient without payment remain unregistered and are retained as Leads for follow-up or promotional messaging.

7.  Access the patient Details Page

  1. Upon confirmation, the patient is successfully registered in the system. The interface will redirect to the  Patient Details page, which functions as the patient's central record. This page displays all relevant data, including visit history, prescriptions, lab results, and attachments.
đź’ˇ NOTE :
  1. After a patient is successfully registered, a  Visit record is automatically created with the stage set to  "First Visit". T his visit can be viewed under the  Patient Visit tab on the  Patient Details page.
  2. Update the visit to include  visit-specific information and any  medication prescribed during the first visit.
  3. A  draft invoice is also created automatically for the first visit. The invoice can be accessed under the  Invoices   tab on the  Patient Details page.

8. How to manage patient enquiries received via WhatsApp?

  1. When a potential patient reaches out to the clinic through WhatsApp—either by sending a "Hi" or an enquiry message—a new record is automatically created in the  Patient Registration module. 
  2. At this initial stage, only two pieces of information are captured:
    1.  Name (as displayed in the WhatsApp profile)
    2.  Phone Number
  3. This auto-generated entry helps the clinic track and follow up with potential patients who contact via WhatsApp.
  4. To confirm the patient’s registration, please refer to the section titled  “How to Register a New Patient” for step-by-step navigation instructions.
đź’ˇ NOTE :
  1. This record must be  manually updated to include all  mandatory fields such as  Last Name ,  Age , and other required details.
  2. Patient registration can be confirmed by clicking the "Confirm Registration" button only when all the mandatory fields are filled in.
  3. Confirm the registration only when the patient visits the clinic and is willing to pay the consultation charges.
  4. The  Patient Registration Source for these records is automatically set to  “WHATSAPP – Dr. Arpana Homeopathy” , enabling easy identification enquiries received through WhatsApp.

9. How to manage patient enquiries received via the Website?

Patients can initiate their interest in the clinic’s services by submitting a form on the website. The following steps outline how such enquiries are handled within the system:

A. Form Submission by Patient

  1. The patient visits the clinic website and fills out the enquiry form, containing the following fields:
    1.  First Name  
    2.  Last Name
    3.  Gender
    4.  Age
    5.  Mobile
    6.  Email
    7.  Description (Specific conditions if the patient mentions)
  2. Once the form is submitted, the patient receives a  confirmation email . Upon clicking the  “Confirm Registration” button in that email, a preliminary record is created in the system.

B. Accessing the Preliminary record

  1. To access these preliminary patient records, navigate to:
    1. Patient Registration Module → Web Approvals
  2. At this stage, only limited information is available in the record (as listed above).
  3. The patient is not considered fully registered at this point.

C. Approving the Patient

  1. If the patient shows interest in availing services (e.g., confirms via follow-up or visits the clinic), select the corresponding record in the  Approve Patient Registration section.
  2. Click the  “Approve” button.
  3. Once approved, the record moves to the  main Patient Registration list view .
  4. Refer to " How to Register a New Patient " for guidance on completing the registration process.
đź’ˇ NOTE :
  1. By default, the condition is set to  Acute . Please update this based on the actual patient case.
  2. The  Patient Registration Source for these records is automatically set to  “Website – Dr. Arpana Homeopathy” , enabling easy identification of enquiries received through the clinic’s website.
  3. Only records that have been  approved will be visible in the Patient Registration list.
  4. An email notification is sent to the assigned portal user (e.g., doctor or receptionist) when a new potential patient is created via the website.
  5. Use the contact details provided to follow up via  WhatsApp or  email . Approve the record  only after the patient visits the clinic and confirms their intent to proceed with payment.

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