How To Create A Folder

How to Create a Folder

1. Click Walk-in from the left navigation menu.

2. Navigate to the Add a New Patient section and enter the patient’s details in the appropriate fields.
   Note: The Patient ID will be automatically generated if left blank, or you may enter a fixed ID manually. Fields marked with a red asterisk (First Name, Surname, Gender) are mandatory.

3. Click on Save to create the folder.

4. Click OK on the confirmation prompt to activate the folder.

Updating and deleting the folder

1. On the Walk-in page, enter the patient’s name in the search field.

To delete:

1. From the list, click on the trash icon allocated to the patient’s name.

Note: A patient folder cannot be deleted if it has linked records (e.g., bills or medical history). In such cases, the folder should be deactivated instead.

To update:

1. Click on the patient’s name from the list.

2. Details would be populated in the fields below.

3. Make all necessary changes and click on update.