Quick patient registration

ModuleSchedule

Suggested profileReception

PermissionAGENDA: WRITE + PATIENT: WRITE

StatusValidated

Objective

Register a new patient and, in the same flow, assign them to the appointment being captured in the schedule, without leaving the appointment modal.

Before starting

• Be inside the appointment capture modal, opened from a free space in the calendar (or from a reschedule that requires a new patient).
• Have the minimum data of the patient at hand: name, surname, phone and email. The system will request at least what is configured as mandatory in the Patients module.
• Confirm that the patient does not already exist. The search requires at least 3 characters; if they do not appear, you can proceed with the quick registration.

Step by step

1. With the appointment capture modal open, locate the Patient name field.
2. Type at least 3 letters of the name or surname. If the patient appears in the list, select them and skip the rest of the flow.
3. If the patient does not appear, locate the mode selector in the top right corner of the modal. Its options are Schedule, Block and New patient.
4. Click New patient. The modal changes to the complete embedded patient form.
5. Enter the personal data: name, surname, sex, date of birth, phone, email, address and any additional mandatory field.
6. Enter the clinical or administrative data that the system requests (for example, medical record, sexual partner, contact method).
7. Click Save patient.
8. When finished, the system returns to Schedule mode with the newly created patient already selected in the "Patient name" field.
9. Complete the appointment capture: services, branch, tags, observations and, if applicable, additional doctors.
10. Click Save to register the appointment.

Expected result

• The patient is registered in the system and linked to the newly created appointment.
• The appointment appears in the calendar with the patient and the selected services.
• The patient's medical record is available for the rest of the modules.

Pending: add screenshot of agenda-alta-paciente-01.png and agenda-alta-paciente-02.png.

Common errors

Situation	What to do
The patient already exists	Cancel the registration and select the existing patient to avoid duplicates. Use the search in the modal to confirm.
Mandatory data is missing	The system highlights the fields in red. Complete them before saving.
The system does not return to Schedule mode after saving	Close the modal, open a new one by selecting in the calendar and repeat the flow.
The "New patient" mode does not appear	Verify that the user has PATIENT: WRITE permissions. If not, the button is omitted.
The modal is blank when switching modes	Cancel the capture, open a new one from the calendar and repeat the flow.

Suggested permissions

• AGENDA: WRITE to access the appointment modal.
• PATIENT: WRITE to enable the "New patient" mode and register the medical record.

Relation with other modules

• Patients: the embedded form is the same one used in the Patients module; any change here is reflected in the medical record.
• Services and branches: are selected after the patient registration, inside the same modal.
• Notifications and automations: patient creation can trigger welcome messages if there are active rules.