Patients

The Patients module concentrates the administrative and basic clinical record of each registered person. From here you can create, search, edit, link with the sexual partner and open the complete information drawer (personal data, addresses, contacts, partners, studies, payments and obstetric records).

How the screen is organized

The main screen shows a lazy table with server-side pagination and a global search. Above the table there is a toolbar with the high and bulk delete buttons. The first column allows multi-selection for bulk delete (only if the user has ADMIN).

Column	Description
Checkbox	Selection for bulk delete (requires ADMIN).
Medical record	Patient's medical record number.
Name	Patient's surname and name.
Sex	Colored tag: Female (pink) or Male (blue).
Age	Calculated from the date of birth.
Phone	Main contact phone.
Status	Switch to enable or disable.
Actions	Edit, delete, link partner, information, QR.

The global search accepts name, surname, medical record and phone. It requires at least 3 characters and applies a 500 ms debounce before querying the backend.

Available actions

• New patient: opens the dialog with the complete form (tabs: Patient, Contact, Address, Record).
• Edit patient: loads the patient and opens the same dialog in edit mode.
• Delete patient: asks for confirmation; requires PATIENTS: ADMIN.
• Link sexual partner: opens the dialog to associate the patient with their partner.
• View information: opens a side drawer with the complete record (data, contact, addresses, partners, studies, payments, obstetric).
• QR code: shows a dialog with the patient's QR.
• Activate or deactivate: in-line switch; changes the patient's status.

Roles and permissions

• PATIENTS: WRITE to create, edit, link partner and change status.
• PATIENTS: ADMIN to delete individual or bulk patients.

Documented features

Feature	Page
Register a patient	Register patient
Search a patient	Search patient
Edit a patient	Edit patient
View complete information	View patient information
Link sexual partner	Link sexual partner
Delete a patient	Delete patient

Relation with other modules

• Schedule: the patient search in the schedule reuses the same service; when creating an appointment from the schedule, the patient can be registered in the same modal.
• Cash box: payments and advances for the patient are recorded from Cash box and visible in their information drawer.
• Prescriptions: prescriptions are associated with the patient; the Prescriptions module starts from a TreeTable with patients.
• Medical studies: studies (seminogram, fragmentation, insemination, freezing, etc.) are associated with the patient.
• Gamete bank: the plans, positions and transactions of the gamete bank are associated with the patient.
• Landing / CRM: when creating a patient, the system searches for matches with CRM prospects and allows linking them.

Operational recommendations

• Before registering, confirm that the patient does not already exist using the search.
• Capture at least phone and date of birth so the record is useful in the schedule and cash box.
• Keep status active only for current patients; instead of deleting, deactivate.
• If the patient has a partner, link them from the actions menu so partner searches work correctly.