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Patients and electronic health records

Step-by-step guides to create and manage patients, record clinical visits, use electronic health records and access each patient's complete history.

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Patient management

Medical Center › Patients

Create a new patient

1
Enter the left sidebar menu.
2
Click on Patients.
3
Select the New patient button in the top right.
4
Complete the form blocks:
  • Patient information (first name, last name, gender, cell phone, telephone).
  • Contact information (address, email, country, city, date of birth).
  • Emergency contact (optional).
5
Click Save.

The patient is registered in the system with a unique virtual file, centralizing all their clinical and administrative information and facilitating long-term follow-up.

Medical Center › Patients

Manage existing patients

1
Go to Patients from the main menu.
2
Use the search box to find the patient by name, last name, email or phone.
3
Select the patient from the table.
4
Access the action menu to:
  • View profile.
  • Schedule a new appointment.
  • Access their clinical record.

Centralized patient management provides quick access to key data, reduces administrative errors and improves coordination among healthcare team members.

Electronic health records

Patients › Patient › Clinical Records

Record a clinical visit correctly

1
Go to Patients and select the patient.
2
Access their virtual file.
3
Navigate to the Clinical Records section.
4
Click Add.
5
Select the corresponding clinical record type.
6
Complete the required clinical information during the visit.
7
Use Sign and save to finalize the record.

Structured visit recording ensures traceability, legal backup and care continuity, keeping information organized and available for future consultations.

Patients › Patient › Clinical Records

Proper use of electronic health records

1
Access the patient's virtual file.
2
Go to the Clinical Records section.
3
Review the chronological list of clinical records.
4
Select a record to view its full content.

Electronic health records allow each visit to be documented in an orderly, secure and chronological way, facilitating clinical reading and reducing reliance on paper records.

Medical Center › Patients › Patient

Quick access to patient history and progress

1
Go to Patients.
2
Select the patient from the list.
3
Review the virtual file sections:
  • Patient summary.
  • Recorded clinical records.
  • Previous appointments and visits.
  • Associated documents.

The virtual file centralizes history and clinical progress in one place, enabling the professional to make informed decisions quickly and improve continuity of patient care.

Still have questions?

The HCMedic support team is available via WhatsApp and email, Monday to Friday 09:00–18:00 (GMT-3).

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