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Documentation Index

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The patient registry is the central directory of everyone who has ever been seen at the clinic. Each patient profile stores the demographic and contact information required by Costa Rican healthcare regulations, including the national identification number (cédula). From a patient’s profile you can review their complete appointment history and open their electronic medical record (EMR) in a single click.

Patient profile fields

FieldTypeRequiredDescription
first_namestringYesPatient’s given name.
last_namestringYesPatient’s family name.
identificationstringYesCosta Rican cédula or passport number. Used as the primary search key.
birth_datestring (ISO date)YesDate of birth. Used to calculate the patient’s age throughout the application.
genderM / F / OTHERYesBiological sex as reported by the patient.
whatsapp_phonestringNoWhatsApp-enabled phone number. Used for appointment reminders.
emergency_contactobjectNoFree-form JSON object with emergency contact details (name, relationship, phone).

Searching and filtering patients

The patients list supports real-time search by name or cédula. Results are paginated at 10 patients per page.
  • Type in the search box to filter results. The query is debounced by 250 ms to avoid excessive API calls.
  • Navigate pages with the Anterior and Siguiente buttons.
  • The header shows the total number of registered patients and the current page.
The search sends the search parameter to GET /patients, which matches against first_name, last_name, and identification server-side.

Registering a new patient

New patients can be created from the Patients view or inline from the walk-in sheet when a patient arrives without a prior appointment.
1

Open the New Patient form

From the Patients view, click the “Nuevo paciente” button. From the receptionist dashboard you can also reach this form through the WalkIn sheet.
2

Enter identification

Enter the patient’s cédula in the identification field. This value must be unique within the clinic.
3

Enter name and demographic data

Fill in first_name, last_name, birth_date, and gender. These fields are required.
4

Add contact information (optional)

Enter a whatsapp_phone number if available. This enables the appointment reminder feature. Add an emergency_contact object if the clinic collects this data.
5

Save

Click “Guardar”. The patient is created and immediately available for appointment booking.
If the patient already exists in the system (identified by cédula), the API will return an error. Always search before creating to avoid duplicate records.

Viewing appointment history

From the patient list, click the “Historial de citas” button on any row to expand the appointment history inline. The table shows:
  • Appointment date and time (displayed in the clinic’s local timezone).
  • Service name or reason.
  • Assigned doctor.
  • Current appointment status.
The history is fetched on demand from GET /patients/{id}/appointments the first time the row is expanded. Subsequent toggles use the cached data within the current session. Click “Ver expediente” on any patient row to open the full electronic medical record panel for that patient. This button calls the onOpenEMR handler with the patient’s id, launching the EMRView overlay on top of the current screen. The same action is available from the receptionist dashboard — clicking the patient’s avatar in the appointment queue opens the EMR directly.

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