Medical Records
Learn how to create, manage, and organize medical records for your patients in HM Praxis.
Patient medical records are stored on your device. HM Praxis does not transmit patient data to external servers - you retain full control over where records live and how they're backed up.
Creating a Medical Record
Select Patient
Navigate to the patient you want to create a record for. You can do this from:
- The Patients list (search by name or ID)
- From an appointment in your calendar
- From the patient's profile page
Create New Record
Click the "New Record" button from the patient's profile or appointment view. You'll be presented with a form to create the medical record.
Select Record Type
Choose the type of medical record you want to create:
Consultation
General visit notes and observations
Treatment
Procedures and treatments performed
Prescription
Medications prescribed to patient
Lab Results
Laboratory test results
Imaging
X-rays, scans, and imaging results
Notes
General clinical notes
SOAP Note
Structured Subjective/Objective/Assessment/Plan format
Fill in Record Details
Complete the following fields:
- Title: Brief description (e.g., "Routine checkup", "Root canal - tooth #14")
- Content: Detailed medical information, findings, or notes
- Attachments (Optional): Add supporting documents, images, or PDFs
Save the Record
Click "Save" to store the record. The record is immediately saved to your local database and appears in the patient's medical history.
All medical records are stored locally on your device. HM Praxis does not upload patient data to our servers - only authentication and license status traffic reach our infrastructure.
Structured Records and Templates
Beyond free-text notes, HM Praxis can capture records as structured, typed fields using a record template. A template is a named set of fields (text, number, date, scale, yes/no, or a choice list) that you fill in like a form, so your documentation stays consistent from one visit to the next.
A default for every specialty
HM Praxis ships a tailored default template for each of its 23 specialties, plus universal templates such as a SOAP note (Subjective, Objective, Assessment, Plan). The templates you see are the universal ones plus the one for your own specialty.
Make them your own
Open Settings > Templates to add your own templates or adjust the fields on existing ones. Custom templates use your own field labels and are available the next time you create a record.
When you create a record you can choose a structured template or write a free-text note. Structured fields make later search and reporting far more reliable, so prefer a template whenever one fits.
Records Follow Each Clinician's Specialty
HM Praxis supports 23 specialties, and each member of your team chooses their own. The app then tailors the available record templates to that specialty:
- A dentist gets dental tools (the odontogram, periodontal charting) and dental record templates
- A pediatrician gets growth tracking
- A physiotherapist gets progress tracking
- Everyone keeps the universal templates such as SOAP and consultation notes
You choose your specialty when you first set up the app, and you can change it any time in Settings. The organization never overrides a clinician's personal choice, so a multi-specialty clinic works from one shared database while each provider keeps the right tools. See the Quick Start Guide for first-run setup.
Viewing Medical Records
To view a patient's medical history, navigate to their profile page. All records are displayed chronologically with the most recent at the top.
Search and Filter
You can search records by:
- Record type (consultation, treatment, prescription, etc.)
- Date range
- Keywords in title or content
Edit or Delete Records
Click on any record to view full details. From the detail view, you can:
- Edit the record content
- Add or remove attachments
- Delete the record (requires confirmation)
Attachments
You can attach files to any medical record, such as lab reports, imaging scans, or consent forms. Supported file types include PDF, JPG, PNG, and common document formats. All attachments are stored locally on your device.
🔄Organization Sync (Pro Only)
If you have a Pro subscription with an organization, medical records sync directly between your team's devices over your local network. There is no cloud: patient data never leaves your devices.
How Sync Works
- One team member shares the organization database with a new device over the local network (a one-time pairing)
- After pairing, changes sync directly between paired devices on the same network
- Sync is peer-to-peer over your LAN. No patient data passes through or is stored on any external server
- Paired team members on the same network see the same medical records
Team members must first copy the organization database via local network. After that, real-time sync happens automatically. See the Data Sync Guide for setup instructions.
Best Practices
- ✓Use descriptive titles that clearly identify the visit or procedure
- ✓Choose the appropriate record type for better organization
- ✓Attach relevant documents (lab results, imaging, consent forms) for easy reference
- ✓Link records to appointments when applicable for better tracking
- ✓Use SOAP notes format for structured clinical documentation
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