Patients
The Patients page is your roster of every person you treat. Every other module in HM Praxis (appointments, records, billing, prescriptions) starts from a patient.
Only first name and last name are required. You can save a partial record and fill in the rest later - useful when you are taking a phone call and need to book an appointment quickly.
Adding a New Patient
Open the Patients Page
From the left sidebar, click Patients. You will see the full list of active patients, with a search bar at the top and an Add Patient button on the right.
Click "Add Patient"
The new-patient form opens in a modal. Only first name and last name are required. Everything else can be filled in later from the patient detail page.
Fill in the Patient Details
The form collects:
- First name and last name (required, 2 to 100 characters)
- Email (validated format, optional)
- Phone (10 to 20 characters, optional)
- Date of birth (cannot be in the future)
- Gender, address, city
- Notes for anything that does not fit the structured fields
Save the Record
Click Save. The patient is written to your local SQLite database immediately and shows up in the list. If LAN sync is enabled for your organization, the change is queued and pushed to other devices on the same network.
Patient demographic data is stored locally. The rb-devops.com servers never see it - only authentication and license checks reach our infrastructure.
Searching Patients
The search bar at the top of the Patients page filters by name as you type (debounced 300ms). Matching is case-insensitive and runs against the local database, so results appear instantly even with thousands of records.
- Type a first name, last name, or partial match
- Clear the box to see the full list again
- Click any row to open the patient detail page
Editing and Deleting
Edit a patient
Click Edit next to any row in the patient list, or open the patient detail page and click Edit at the top. The same form opens, pre-filled with the current values.
Delete a patient
Click Delete. A confirmation dialog asks you to verify before the patient and all linked records are removed.
Deleting a patient cascades to their appointments, medical records, prescriptions, and invoices. Take a backup first if you are unsure - see the Backups guide for how to restore.
The Patient Detail Page
Clicking a patient row opens a full profile with everything tied to that patient in one place:
- Demographic and contact information
- Appointment history with status and dates
- Medical records (consultations, treatments, SOAP notes)
- Prescriptions, refills, and status
- Treatment plans in progress
- Invoices and payment history
- Uploaded documents (consent forms, lab results, imaging)
License and Permissions
Creating, editing, and deleting patients requires an active license (Basic or Pro). The Trial tier allows full CRUD during the trial window. After expiration, the patient list is read-only until you activate a license.
Read-only members in a Pro organization can view patients but cannot modify them.
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