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The patient management module is the central hub for storing and accessing all patient information. It allows medical staff to create comprehensive patient profiles, search existing records, and maintain up-to-date demographic and clinical data.

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Overview

The patient management system provides:

Patient registration

Create new patient profiles with complete demographic and medical information

Patient search

Quickly find patients using the searchable patient list

Profile editing

Update patient information with confirmation workflow

Patient selection

Select active patients for appointments, prescriptions, and clinical records

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Key features

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Comprehensive patient profiles

Patient records are organized into three categories: Basic information
  • Full name (first name, paternal surname, maternal surname)
  • Date of birth (with automatic age calculation)
  • Gender (Masculino/Femenino)
  • Email address
  • Phone number
  • Blood type (A+, A-, B+, B-, AB+, AB-, O+, O-)
  • Allergies (comma-separated list)
  • Referring physician
  • Medical observations
Supplementary information
  • CURP (18 characters)
  • RFC (tax ID)
  • Marital status (Soltero, Casado, Viudo, Divorciado, Unión Libre)
  • Postal code with automatic address lookup
  • Street address
  • Colony/neighborhood
  • City/population
  • Municipality
  • State
  • Emergency contact
Personal information
  • Occupation
  • Insurance provider (from active insurers list)
  • Patient type (Particular, Aseguradora, Empresa)
  • State of birth
  • Nationality (autocomplete)
  • Religion
  • Indigenous language
  • Ethnic group
  • Disability status
  • Legal guardian/responsible party

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Patient list selector

The patient list displays all registered patients with:
  • Search functionality to filter by name
  • Patient name and basic details
  • Click-to-select functionality
  • Visual indication of currently selected patient

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How to use

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Registering a new patient

1

Access patient section

Navigate to the “Pacientes” section from the main menu
2

Click 'Nuevo' button

Click the “Nuevo” button in the top-right corner to open the patient form
3

Fill basic information

On the “Básicos” tab, enter:
  • Patient’s full name (Nombre, Paterno, Materno)
  • Date of birth
  • Gender
  • Email (optional)
  • Phone (optional)
  • Blood type (optional)
  • Allergies (optional, comma-separated)
  • Referring physician (optional)
  • Medical observations (optional)
4

Add supplementary details

Switch to the “Complementarios” tab to enter:
  • CURP (up to 18 characters)
  • RFC
  • Marital status
  • Postal code (triggers automatic address lookup)
  • Full address details
  • Emergency contact
5

Complete personal information

Switch to the “Personales” tab to add:
  • Occupation
  • Insurance provider (select from dropdown)
  • Patient type
  • State of birth
  • Nationality (use autocomplete)
  • Religion, language, ethnicity
  • Disability information
  • Legal guardian if applicable
6

Save the record

Click “Guardar” to create the patient record. The new patient will be automatically selected
Required fields are marked with an asterisk (*). At minimum, you must enter the patient’s name, paternal surname, date of birth, and gender.

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Searching for a patient

1

Use the search field

In the patient list, use the search bar to filter patients by name
2

Click to select

Click on any patient in the list to select them as the active patient
3

View selection

The selected patient is highlighted and becomes the active patient for all clinical operations

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Editing patient information

1

Select the patient

Click on the patient you want to edit from the patient list
2

Click 'Editar' button

With a patient selected, click the “Editar” button that appears next to “Nuevo”
3

Modify information

Navigate through the three tabs (Básicos, Complementarios, Personales) and update any fields as needed
4

Confirm changes

Click “Guardar” and confirm the modification in the dialog that appears
When you enter a postal code in the Complementarios tab, the system automatically looks up and fills in the colony, municipality, and state information.

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Best practices

Always update phone numbers and email addresses when patients inform you of changes. This ensures you can reach them for appointment reminders and follow-ups.
Enter all known allergies in the Allergies field, separated by commas. This critical information appears prominently when prescribing medications.
When available, enter the patient’s CURP to ensure unique identification, especially for patients with similar names.
Before creating appointments or prescriptions, verify that the correct patient is selected by checking the highlighted name in the patient list.

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Patient selection context

Once a patient is selected from the list, they become the “active patient” throughout the system. This selection:
  • Persists across different sections of the application
  • Is required before creating appointments, prescriptions, or clinical records
  • Is displayed prominently in the header or context area
  • Can be changed at any time by returning to the Pacientes section and selecting a different patient
If you attempt to access Clinical Evolution, Prescriptions, or Calendar without selecting a patient first, the system will prompt you to select a patient from the Pacientes section.

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