Articles on: OneHash CRM | Healthcare

Healthcare : Patient


In OneHash Healthcare, the Patient document corresponds to any individual who is the recipient of the healthcare services you provide. For every document, it is important to have a Patient associated with it.

You can create a new Patient from

Home>Healthcare > Masters > Patient > New Patient

1. How to Create a Patient

Go to the Patient list and click on New.
Enter the First Name, Gender, Blood Group, DOB, etc.
Enter the patient's mobile number. This is important if you have enabled SMS alerts for patients.
Enter the email address for the patient.
For the "Customer" field you can create a customer and select it here. If you don't create select a Customer and you have enabled "Link Customer to Patient" in Healthcare Settings, a customer will be automatically created and linked as soon as you save the document.

Note: Linking a Customer to the Patient is necessary for billing and invoicing.

Switch to "Image" view from the list sidebar to view and edit multiple patients along with their photos.

2. Features

2.1 Capture History

Personal History

You can optionally capture Personal History like Occupation and Marital Status along with Patient's Relations with existing patients.

Capture Medical History

Optionally capture Medical History like Allergies, Medications, Medical History and Surgical History.

Capture Risk Factors and More

Capture Risk Factors like Tobacco and Alcohol consumption habits, etc.

Patient as a Customer

OneHash, especially the Accounts module, makes use of Customer document for booking all transactions. So, you may want to associate every Patient to be associated with a Customer in OneHash. By default, OneHash Healthcare creates a Customer alongside a Patient and links to it - every transaction against a Patient is booked against the associated Customer. If, for some reason you do not intend to use the OneHash Accounts module you can turn this behavior off by unchecking this flag "Link Customer to Patient" in Healthcare Settings.

In many cases, you may want to associate multiple Patients to a single Customer against whom you want to book the transactions. For instance, a Veterinarian would require the care services provided to different pets of an individual invoiced against a single Customer.

Registration Fee

Many clinical facilities collect a registration fee during Registration. You can turn this feature on and set the registration fee amount by checking this flag "Collect Registration Fee" in Healthcare Settings and set the registration fee amount.

Healthcare > Setup > Healthcare Settings > Collect Fee for Patient Registration

If you have this option enabled, all new Patients you create will be in Disabled mode by default and will only be enabled after Invoicing the Registration Fee. To create Invoice and record the payment receipt, you can use the** Invoice Patient Registration** button in the Patient document.

Note: "Disabled" Patients are filtered out in all OneHash Healthcare documents.

Grant access to Patient Portal

OneHash Healthcare allows you to create a portal user associated with a Patient by simply entering the user email id. A welcome email will be sent to the Patient email address to "Complete" registration.


You can use the document links in the dashboard to traverse the linked document list with Patient filter applied, or use the + icons to create new records. Apart from this, the Patient document allows you to,

View Patient's Health History, using View > Medical Record button.

Create > Vital Signs to record the vitals of the Patient.

Manually add data to a Patient's Medical Record, for instance a scanned copy of a Lab Test performed in an external Laboratory or a quick note on the Patient's condition, using* Create > Medical Record** button.

Record the details of an encounter by using Create > Patient Encounter button

The Patient document holds the Patient barcode and can be used in any the default print formats or any Custom Print Formats that you create for printing patient identification tags.

Note: This Form has been Changed in Version 13.

3. Related Topics

Healthcare Settings

Updated on: 30/12/2021

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