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".
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.