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Register a new patient (Quick Registration)

Register a walk-in patient in under a minute with just a name, age, gender and mobile number, and get a CR number.

Quick Registration takes only the details you need to start a visit. The patient gets a CR number the moment you save, and you can add the rest of the details later.

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Who can do this: front desk and registration staff

Where: Patients › Quick Registration (or Patients › Views › Patient List › Add)

Before you start​

  • Make sure the patient is not already registered: search for the patient first to avoid a duplicate record.
  • The titles (Mr., Mrs.) come from Prefix, and the Patient Type list comes from Patient Type.

Steps​

  1. Go to Patients › Quick Registration. The Patient Registration screen opens with Registration Type set to Quick Registration. The empty Quick Registration form

  2. Fill in the patient's details:

    FieldWhat to enterRequired
    Patient TypeThe patient's category, if your hospital uses one.No
    Patient First Name, Middle Name, Last NameThe patient's name as it should print on bills and reports.First name only
    Date of BirthThe date of birth. The age fills in by itself. If you only know the age, type it in Age in Years instead and the date of birth is worked out for you.Yes
    GenderThe patient's gender. The title (Mr., Ms., Mrs.) is picked from the gender and age.Yes
    Country Code, Mobile NumberThe patient's mobile number. The country code is filled in for you.Yes
    Email ID, Preferred LanguageOptional contact details.No

    The Quick Registration form filled in for a test patient

  3. To add an address, open the Contact tab. Country, state and city are filled in with your hospital's defaults; change them if needed.

  4. Leave Patient has been informed of the privacy notice (DPDP) ticked once you have told the patient about it.

  5. Click one of the save buttons:

    • Save & Close — saves and returns to the patient list.
    • Save & Create Appointment — saves and goes on to book an appointment.
    • Save & Bill — saves and goes on to billing.

  6. If other patients are already registered with the same mobile number, a Warning lists them. Check the list:

    • If the patient is already there, click Cancel and open the existing record instead.
    • If this really is a new patient (for example, a family member sharing a phone), click Ok to save.

    The warning listing patients already registered with the same mobile number (names hidden)

  7. You see Your record has been saved. The new patient appears in Patient List with its CR number. Patient List showing the newly registered test patients and their CR numbers

If something goes wrong​

What you seeWhat it meansWhat to do
patient already existsA patient with the same name, date of birth, gender and mobile number is already registered.Search for the patient in Patient List and use the existing record.
A field is underlined in redA required field is empty.Fill in the field and save again.
The title you need is missing from Patient PrefixThe prefix has not been set up or is inactive.Ask your administrator to add it in Prefix.