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Flows/Create a patient: Difference between revisions

From OHC Network Wiki
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OHC identity seed
 
OHC identity seed
Tag: Reverted
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|domain=clinical
|domain=clinical
|title=Create a patient
|title=Create a patient
|summary=Registering a new patient in Care — the minimum path from search to a saved record ready for an encounter.
|order=1
|order=1
|introduced=3.0
|introduced=3.0
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This flow walks through registering a '''new patient''' in Care — the minimum path from search to a saved record ready for an encounter.
This flow walks through registering a '''new patient''' in Care — the minimum path from search to a saved record ready for an encounter.


{{Info|title=Prerequisite|1=Read [[Concepts/Patient|Patient]] to understand what a patient record contains and how identifiers work.}}
{{Info|title=Prerequisite|1=Read [[Concepts/Patient]] to understand what a patient record contains and how identifiers work.}}


== Before you start ==
== Before you start ==
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{| class="wikitable"
{| class="wikitable"
! Field !! Notes
|-
|-
! Field
| Name || Legal name; supports multiple given names where configured
! Notes
|-
|-
| Name
| Date of birth || Used for duplicate detection
| Legal name; supports multiple given names where configured
|-
|-
| Date of birth
| Sex || Administrative sex for clinical context
| Used for duplicate detection
|-
|-
| Sex
| Phone || Often required for OTP or follow-up contact
| Administrative sex for clinical context
|-
|-
| Phone
| Identifier || Facility MRN or national ID when applicable
| Often required for OTP or follow-up contact
|-
| Identifier
| Facility MRN or national ID when applicable
|}
|}


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{| class="wikitable"
{| class="wikitable"
! Next step !! When
|-
|-
! Next step
| Start an encounter || Patient is at the desk for a visit ''(flow coming soon)''
! When
|-
|-
| Start an encounter
| Print registration slip || Facility policy requires a paper token
| Patient is at the desk for a visit ''(flow coming soon)''
|-
|-
| Print registration slip
| Link national health ID || ABDM or other rails are enabled on your deployment
| Facility policy requires a paper token
|-
| Link national health ID
| ABDM or other rails are enabled on your deployment
|}
|}


== API equivalent ==
== API equivalent ==


<syntaxhighlight lang="http">
<syntaxhighlight lang="http">POST /api/v1/patient/
POST /api/v1/patient/
Content-Type: application/json
Content-Type: application/json
</syntaxhighlight>


<syntaxhighlight lang="json">
{
{
"name": "Jane Doe",
"name": "Jane Doe",
Line 89: Line 97:
"gender": "female",
"gender": "female",
"phone_number": "+91XXXXXXXXXX"
"phone_number": "+91XXXXXXXXXX"
}</syntaxhighlight>
}
</syntaxhighlight>

Exact payload shape depends on your Care version and facility questionnaire. Use the OpenAPI schema for your instance.
Exact payload shape depends on your Care version and facility questionnaire. Use the OpenAPI schema for your instance.


Line 97: Line 103:


Deployment-specific handling (unknown identity, emergency intake without ID, duplicate merges) is documented in playbooks, not here.
Deployment-specific handling (unknown identity, emergency intake without ID, duplicate merges) is documented in playbooks, not here.

→ See [[Outpatient registration|Outpatient registration]] for HMIS registration desk scenarios.


{{Related}}
{{Related}}

Revision as of 04:13, 5 July 2026

flowclinicalCARE 3.0+

This flow walks through registering a new patient in Care — the minimum path from search to a saved record ready for an encounter.

ℹ️ Prerequisite
Read Concepts/Patient to understand what a patient record contains and how identifiers work.

Before you start

  • You need a role with patient create permission (typically registration or front-desk staff).
  • Know which identifiers your facility requires (MRN, national ID, phone-only intake, etc.).
  • If your deployment enforces duplicate checks, have at least two identifiers ready (e.g. name + date of birth + phone).

Steps

From the facility dashboard, go to PatientsSearch (or use the global patient search shortcut).

Search first — Care expects you to confirm the person is not already registered before creating a duplicate.

2. Start registration

If no match is found, select Register new patient.

The registration form opens. Required fields depend on your facility's questionnaire configuration; the baseline set is:

Field Notes
Name Legal name; supports multiple given names where configured
Date of birth Used for duplicate detection
Sex Administrative sex for clinical context
Phone Often required for OTP or follow-up contact
Identifier Facility MRN or national ID when applicable

3. Complete demographics

Fill optional fields as required by your program — address, emergency contact, blood group, photo, etc.

If duplicate detection is enabled, Care may warn when a similar record exists. Resolve the warning before saving (merge, override with justification, or cancel).

4. Save the record

Select Save (or Register).

On success:

  • A patient ID and facility MRN are assigned (if auto-generated).
  • The patient profile opens.
  • You can start an encounter or return to the queue.

After creation

Next step When
Start an encounter Patient is at the desk for a visit (flow coming soon)
Print registration slip Facility policy requires a paper token
Link national health ID ABDM or other rails are enabled on your deployment

API equivalent

POST /api/v1/patient/
Content-Type: application/json

{
  "name": "Jane Doe",
  "age": 34,
  "gender": "female",
  "phone_number": "+91XXXXXXXXXX"
}

Exact payload shape depends on your Care version and facility questionnaire. Use the OpenAPI schema for your instance.

Edge cases

Deployment-specific handling (unknown identity, emergency intake without ID, duplicate merges) is documented in playbooks, not here.

→ See Outpatient registration for HMIS registration desk scenarios.

Pages that link here: