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CARE documentation
Concepts, flows, references, and playbooks for the CARE EMR
Start with concepts to build mental models, follow flows to do something in the product, use references for module-level technical detail, and playbooks when a deployment combines flows into a real-world scenario.
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Concepts
What is…? — definitions and platform primitives in plain language.
A person who receives care through your facility or program — the record holds demographic and contact details and anchors all clinical documentation.
One interaction between a patient and a facility — an outpatient visit, admission, observation stay, emergency visit, virtual consultation, or home visit — grouping everything the care team records.
A clinical problem recorded as a symptom or diagnosis, including status, verification, severity, onset date, and notes.
A substance that causes a reaction in a patient, with category, criticality, verification, clinical status, occurrence, and notes.
The result of a diagnostic service request, grouping observations, a conclusion, notes, and attachments.
A request for a diagnostic test, procedure, referral, or other service for a patient during an encounter.
A biological sample collected from a patient for testing as part of a service request.
A patient's permission or refusal for treatment, research, or sharing information, recorded against an encounter.
The space where staff record and exchange written notes about a patient in titled discussions.
The record of one submitted form, including its author, submission time, answers, patient, encounter, and status.
The staff who look after a patient during one encounter, with each member's clinical role and one primary member.
A hospital, clinic, health center, or other place that provides care to patients — the top-level unit that holds departments, users, patients, and encounters.
A group inside a facility — a ward, a clinical team, or an administrative unit. Departments form a hierarchy, and Care models them on the FHIR Organization resource.
A physical place inside a facility — a building, a ward, a room, or a bed. Locations sit inside one another and form a hierarchy.
An order or prescription for a specific medicine for a patient, created during an encounter and grouped under a named prescription.
A tag in Care is a label that you define once and then attach to records such as encounters, service requests, and accounts. You define a tag for one facility, and staff at that facility can then apply it. A superuser can also define an instance-wide tag that every facility can use.
A schedule records when a resource can be booked at a facility. Each schedule holds availability sessions, and Care creates bookable slots from them.
A numbered place in a queue. Care gives a token to a patient so that staff call the patient in order.
A period when a resource is not available, even though a schedule makes it available. The exception overrides the regular schedule, and Care offers no slots for booking during the period.
Care keeps two kinds of records for every item that a facility stocks or dispenses. A Product Knowledge entry is the catalog definition of a type of product, for example "Paracetamol 500mg tablet". A Product is one facility's stocked batch of that catalog entry, with its own lot number, expiry date, and purchase price.
An inventory item in Care shows how much of one stocked batch is in stock at one location. Care calculates this count for you. You cannot create or edit an inventory item, and there is no manual stock adjustment.
A supply order in Care records a request to move stock from one location to another location in the same facility. For example, a ward asks the central store to send more supplies. One supply order bundles one or more requested items, and each requested item names a product and a quantity.
A supply delivery in Care records stock that moves from one location to another location in the same facility. For example, the central store dispatches supplies to a ward. One supply delivery groups one or more delivered items under a single delivery. When you complete the delivery, Care moves the stock from the source location count to the destination location count.
Flows
How do I…? — step-by-step guides for tasks in CARE.
Create a new role that groups permissions for users in Care.
Create a government organization under a parent in the Governance hierarchy.
Add a new responsibility group in Care.
Create a user account and link it to a Care group.
Add a supplier that can be selected on purchase orders.
Change a custom role or clone an existing role in Care.
Change editable profile details for a Care user.
Change a supplier’s name and description.
Change a government organization's name and description.
Change a supplier's name and description.
Record which responsibility oversees another responsibility.
Change your own password or reset a forgotten password.
Browse the government organization hierarchy in Care.
View which permissions each role holds in Care.
Open the responsibilities available to you from your Care dashboard.
Delete a government organization that has no child organizations.
Protect your Care account with an authenticator app.
Link an existing user to a group and grant a role.
Archive or remove a user account so it can no longer sign in.
Change a user's role in a group or remove the user from it.
Find a Care user in a group or facility users list.
This flow describes how to open a payment in Care and read its details. You can also print a receipt for the payment.
This flow describes how to change the details and the items of a draft invoice in Care.
This flow describes how to create an account for a patient at a facility. The account collects the charges and payments for that patient at that facility.
This flow describes how to cancel a payment or mark it entered in error. Care recalculates the account balance after you confirm.
This flow describes how to move one or more payments from one account to a different account of the same patient. Use this flow when you record a payment against the wrong account.
This flow describes how to issue a draft invoice in Care. When you issue an invoice, Care fixes its line items and offers to record a payment.
This flow describes how to open an invoice in Care and read its details. You can also print a copy of the invoice.
This flow describes how to lock or unlock an invoice in Care. A lock prevents further changes to the invoice. A lock also hides the invoice totals from anyone without the Can Manage Locked Invoice permission.
This flow describes how to mark an issued invoice as balanced in Care. Care checks the payments and credit notes recorded against the invoice, then closes it.
This flow describes how to open an account in Care. The account page shows the financial summary, the billing progress, and the billing records of the patient.
This flow describes how to move one or more charge items from one account to a different account of the same patient. Use this flow when staff add charge items to the wrong account.
This flow describes how to cancel a charge item in Care. You give a reason for the cancellation when you change the status.
This flow describes how to change the details of a charge item in Care. You can edit a charge item only while its status is Billable.
This flow describes how to settle an account in Care and close it with a reason.
This flow describes how to add one or more charge items for a patient in Care. You add charge items to record the billable products and services that the patient receives.
This flow describes how to change the details of an account in Care. You can update the name, description, status, billing status, and primary encounter.
This flow describes how to move an account forward in the billing cycle. The billing status shows where the account is in the billing cycle. It is separate from the Active or Inactive status of the account.
This flow describes how to record a payment reconciliation in Care. You record a payment against an issued invoice, or as a general credit on an account.
This flow describes how to create an invoice for an account in Care. The new invoice starts in the Draft state.
This flow describes how to cancel an invoice in Care, or how to mark it as Entered in Error.
Start a clinical encounter for a patient at a facility — from the patient page or from an appointment — and save it.
Create a service request from the facility service catalogue during an encounter.
Record a patient's allergy or intolerance during an open encounter.
Add a facility user to an encounter's care team and assign a clinical role.
Record a patient's consent against an active encounter.
Start a titled Clinical Notes discussion for a patient or encounter.
Find and read questionnaire responses for a patient or encounter.
Search for an existing patient in Care before registering a new one — search methods, results, and verification, to prevent duplicate records.
Create a diagnostic report and enter observation results for a service request.
Upload a file to a patient or encounter from a device, camera, or audio recording.
Record a symptom for a patient during an active encounter.
Record collection details and identify a specimen for a service request.
Change the status, class, priority and hospitalization details of an open encounter.
Open a supported file in Care or download an unsupported type.
Record one or more diagnoses during an active encounter.
Find and open service requests for an encounter or facility location.
Read a Clinical Notes discussion and post another message.
Print one questionnaire response or responses to the same form.
Open and review a diagnostic report for an encounter.
Change the primary member or remove a member from an encounter's care team.
Register a new patient in Care — the fields for personal details and identifiers, and how to save the record.
Record a processing step for a collected specimen.
Change the editable values of a saved allergy during an open encounter.
Find and review the consents recorded for an encounter.
Open a patient's profile in Care and read the demographic, contact, and clinical information it shows in tabs.
Discard a specimen and record why it cannot be used.
Change the display name of an uploaded file.
Mark a service request complete after its work is finished.
Record the bed or room a patient occupies during an encounter, move the patient, and correct earlier stays.
Change the status or note of an existing consent.
Mark an incorrect questionnaire response invalid while retaining it for audit.
Retract an allergy recorded by mistake while preserving the audit history.
Change the editable details of a diagnostic report.
Find the separate Clinical Notes discussions for a patient or encounter.
Bring earlier symptoms or diagnoses into the current encounter.
Open an encounter's care team and review its members, roles, and primary member.
Understand consent verification data and the current product limitation.
Change a saved symptom or diagnosis during an open encounter.
Edit the details of an existing patient in Care from the patient's profile — the fields you can change and how to save them.
Remove a file from active use by archiving it with a reason.
Add, remove and reorder the staff who look after a patient during an encounter, and set the primary member.
Cancel a service request that the care team no longer needs.
Open the print-formatted diagnostic report and print it.
Review earlier specimens for a service request.
Review a patient's allergy history across all encounters.
Link departments to an encounter and remove them — the departments control who can see the encounter.
Set, view, and change a patient's identifiers in Care — required, optional, unique, format-validated, and auto-generated types.
Retract a symptom or diagnosis recorded by mistake.
Download an attached file from Care to your device.
Apply and remove tags on an encounter, so staff can find and filter encounters later.
Add and remove tags on a patient record in Care to mark or categorize the patient, separate from clinical data.
Review a patient's symptoms and diagnoses across encounters.
Record where a patient goes and when they leave the facility — the discharge does not close the encounter.
Record that a patient is deceased in Care — the status and the date and time of death, from the patient's profile.
Mark an encounter as complete — the final, locked state that closes it for all further changes.
Assign a user to a patient with a role in Care for field support, and remove an assigned user's access.
Open Patient Home in Care and view a patient's appointments and queue tokens, including the quick actions it offers.
Reopen a completed encounter and set its status back to In Progress so the care team can record clinical data again.
Create a new questionnaire in Care.
References
How is it built? — module-level technical documentation for developers and integrators.
Technical reference for the Patient module in Care EMR — models, fields, relationships, and save behaviour.
Technical reference for the encounter care team in Care EMR — the JSONField on the Encounter model, its Pydantic specs, and the set_care_team_members write path.
Required structure for documenting every CARE instance
Weekly CARE release-staging and E2E environment for 10BedICU production deployments
Rolling CARE development instance managed by Open Healthcare Network
Rolling CARE development and feature-validation instance managed by Open Healthcare Network
Catalog of all CARE deployments
Catalog of all CARE plugins — backend, frontend, and paired plugins
AI Voice Scribe for clinical transcription
Health Claims Exchange integration
National Health Claims Exchange integration
Kutumba family health integration
Pinelabs POS payment integration
Radiology and diagnostic imaging
Razorpay payment gateway
SAST integration
TeleICU device integration
Demo facility setup
Notifications
Playbooks & guides
Deployment-specific scenarios and cross-cutting guides (contributing, deployment).