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Managing Patients

Patient records in NavNX store demographic information and link to surgical cases. Navigate to Patients in the sidebar to access the patient list.

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Creating a Patient

1

Click New Patient

Click the + New Patient button at the top of the patient list, or use the quick action on the dashboard.
2

Enter patient details

Fill in the required fields:
  • First name and Last name
  • Date of birth
  • Gender (Male / Female / Other)
  • MRN (Medical Record Number) — must be unique within your organisation
3

Save

Click Create Patient. The patient record is created and you are taken to the patient detail page.
MRN is used to match patients across systems. Enter the same MRN used in your hospital’s electronic medical record to maintain consistency.

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Editing a Patient

  1. Open the patient detail page by clicking on the patient in the list.
  2. Click Edit to modify the patient’s name, date of birth, gender, or MRN.
  3. Click Save to apply changes.

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Deleting a Patient

  1. Open the patient detail page.
  2. Click Delete Patient and confirm the deletion.
A patient can only be deleted if they have no associated cases. Remove or cancel all cases for the patient before deleting the record.

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Patient Detail Page

The patient detail page displays:
  • Demographics — name, DOB, gender, MRN
  • Case History — a list of all surgical cases for this patient, with status and planned date
  • Quick actions — create a new case for this patient
Click any case in the history list to navigate directly to the case detail page.

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Searching Patients

Use the search field at the top of the patient list to find patients by name or MRN. You can also use the global search (Ctrl+K) from anywhere in the app.