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NeoEHR user guide
  • Pages
    • NeoEHR overview
    • Getting started
    • Onboarding
    • NeoEHR User Roles and Access Overview
    • Switch user role
    • Admin/Settings
    • Front Desk personnel
      • Role-specific features
      • Add a new patient
      • Create an appointment
      • Create and pay an invoice for an out-of-pocket patient
      • Create and pay an invoice for an insured patient
      • Edit an appointment
      • View upcoming and previous appointments for a single patient
      • View upcoming and previous appointments for all patients during a period
      • View the patient profile for an existing patient
      • Update demographic information for an existing patient
      • Update insurance information for an existing patient
      • Scan or upload paper records for a patient
      • Review paper records
      • Generate typical Front Desk/HMIS reports
    • Accountant/Cashier
      • Role-specific features
      • Search for a patient
      • Download transactions
      • Download insurance claims
      • Fund a patient's wallet
      • Create an invoice
      • Pay invoices from a patient's wallet
      • Pay invoices via bank transfer
      • Pay invoices via POS
      • View or download receipts
      • Identify insured patients on NeoEHR
      • Sort and filter payment data
      • View finance metrics on the dashboard
      • View invoice and wallet data
    • Nurses & Doctors: Clinical Inputs
    • Pharmacy module
      • Role-specific features
      • Record a sale to a walk-in customer
      • Create an invoice
      • View prescription information
      • Dispense prescribed medication
      • Print prescriptions in NeoEHR
      • Handle medications not yet supplied
      • View pharmacy product information
      • View brands of a particular generic in stock
      • Transfer products to another dispensary or outlet
      • Request supply from your central store
      • Review outlet requests for new supplies
      • Download list of outlet requests
      • Update product quantities and prices in inventory
    • Laboratory module
      • Log investigation requests for a walk-in client
      • Update pricing for laboratory tests
      • Search for a patient in the laboratory queue
      • Add a new walk-in customer as a patient
      • Sort or filter the laboratory queue
      • Record samples and view investigation results
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NeoEHR user guide
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View the patient profile for an existing patient
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From the appointment dashboard, locate the list of scheduled patient appointments or use the search bar to enter the patient’s name or hospital ID
The matching patients will appear in a drop-down format.
Scroll to the desired patient name.
On the far right of the patient's card, click the Burger menu (⋮).
A dropdown menu will appear with several options: (Create appointment, Create invoice, View patient profile, View next of kin)

Add demographic info

Click on "View patient profile".
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Once you select “View patient profile” from the burger menu, you’ll be brought to the Patient Profile Screen, where the patient's details are organized into clearly defined sections. This is what each one does:

Patient Overview (Top Bar)

Located at the top of the profile screen, this compact banner includes:
Patient Name: e.g., Olajumoke Tugele
Age and Gender: e.g., 37 yrs, Female
Patient ID: e.g., APX-153-IKJ

Appointment Details

This section shows the latest or active appointment:
Title: The nature of the appointment, e.g., New Appointment | Walk-in
Clinician: Assigned medical staff, e.g., Mr James Francis, Laboratory Accountant
Date & Time: Includes both the time slot and date, e.g., 12:13 PM – 01:13 PM, Friday,
Status: Shows the current status, e.g., Awaiting doctor
Create Appointment Button: Allows users to quickly add another appointment if needed.
Click "View more" to expand and see additional appointment metadata.

Most Recent Bill (Right Panel)

This section summarizes the most recent billing transaction:
Item: Service rendered, e.g., Consultation
Subtotal & Tax: e.g., ₦2,500
Total Amount: Displayed clearly on the bottom right, e.g., 2,500
Payment Status: e.g., Unpaid (color-coded for visibility)
Issued by: The staff responsible and timestamp, e.g., James Francis • 11 Apr 2025
Edit Button: Lets you modify or update invoice details (if you have permission).
This area updates dynamically with every billing entry tied to this patient.

Review Detailed History
This section is broken into two major areas: Patient Info & Family History
Click "View more" for an in-depth patient history
​Ward Round & Clinic Notes
This section is located below the Review Detailed History section and is dedicated to clinician notes and ward observations.
View Paper Records: Access scanned or uploaded documents by clicking the button.
View All Notes: Click "View all" to see all historical clinical notes.
Empty State: If no notes exist, a placeholder icon indicates that no entries have been added yet.
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Visit the NeoEHR webpage
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Add demographic info
Patient Overview (Top Bar)
Appointment Details
Most Recent Bill (Right Panel)
Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.