Patients

The patient record is the anchor for everything else in Med: appointments, consent sessions, recordings, generated paperwork and uploaded files all hang off it. It is also where the identity details that print on signed documents live, so it is worth getting right once rather than at the chair side.

Find it under Patients → Patients.

Adding a patient

Press New Patient. The form is headed Patient details, with the reason for it stated: “Identity data is reused when generating clinic paperwork.”

Only Name is required. Everything else is optional — but a consent document prints what it prints, so fill in what your paperwork needs:

Group	Fields
Basic	Name, Email, Phone, Date of Birth
Identity	CNP / ID, Address, ID document series, ID document number, First name, Last name
Legal representative	Name, Relationship, Legal representative ID (the empowering document), CNP, Address, ID series, ID number
Record	Medical Record Number
Notes	Notes

Press Create Patient.

Why first and last name are separate from Name

Name is the display name you see everywhere in Med. First name and Last name exist because some forms print “Numele … Prenumele …” on separate lines, and there is no reliable way to split a Romanian name back into its parts. If your paperwork uses those fields, fill them in.

Legal representatives

Where someone signs on the patient’s behalf — a parent for a minor, a carer for a patient who cannot sign — record them here:

• Legal representative name and relationship (for example Mother).
• Legal representative ID is the document that empowers them: a notarial power of attorney, a court order, or the identity document produced. The patient’s page labels this Representation document.
• The representative’s own CNP, address and ID document are separate fields, because the representative signs handover and refusal forms in their own name and those documents print their details.

A consent session can also capture a representative on the spot, and what you enter there lands on the patient record.

Finding a patient

The patient list shows how many patients you have, how many were added in the last month, and how many have upcoming appointments. To find someone:

• Search by name, email or medical record number.
• Sort by clicking the Name or Date of birth column headings.
• The list pages at 24 patients.

Columns show the name, date of birth, record number, an appointment count with how many are upcoming, and the email.

Same names

When two patients share a name, Med marks the row: “Several patients share this name — check the date of birth.” and emphasises the date of birth. Check it before you open a record, and certainly before you generate a document.

The patient’s page

Opening a patient gives you, in order:

• Appointments — this patient’s appointments with their status, and where a visit produced consent paperwork, a line reading Consent: draft / final / signed.
• Visit history — every visit, with its date, whether it was tied to an appointment, and a Finished or In progress pill. “Open a visit to continue or change its paperwork.”
• Patient documents — the paperwork Med generated. A finished visit opens as a file of downloadable documents, with translation annexes as sub-rows. An unfinished visit reads “Available once the consultation is finished” — the work still belongs to the open visit. A To complete section offers the admission, refusal or discharge forms still outstanding.
• Uploaded documents — PDFs you have attached (below).
• Notes, when there are any.

The right-hand column repeats the contact and identity details, the legal representative when there is one, a link to Edit my clinic identity (“CNP and ID details used on clinic forms you create”), and Delete Patient.

Uploading a patient’s documents

Use the Uploaded documents card: Choose PDF, an optional Title, then Upload.

• PDF only. Med checks both the file name and the file’s contents, so a renamed file is rejected.
• The default size limit is 10 MB per file; your platform administrator can change it.
• The file is indexed into your clinic’s clinical knowledge library as patient data, which is what makes its contents available to the consent engine and to search. While that happens the row shows “Reading the document…” and the card refreshes itself; if it fails you see “The document could not be read — upload it again.”
• Each row offers Download and, for the treating doctor, delete. Deleting removes the file and its indexed copy.

Uploaded patient documents stay inside your clinic. They are marked as patient data, which also keeps them out of the protocol suggestions offered when you author approved consent content.

Who can see and change what

• Everything is scoped to the clinic you are working in. A patient belonging to another clinic is not found — not “forbidden”, simply absent.
• A doctor sees the patients they created.
• A clinic administrator gets a read-only view across the clinic. Med labels it: “Clinic admin view — read-only. Only the treating doctor can edit this record.” No edit, no delete, no upload.

If you work at more than one clinic, check which one you are in before you create a patient — the Hub header shows the current organization and lets you switch. Med also protects you from getting this wrong in a second tab: if the active clinic changed since you opened a form, the save is refused with Your active clinic changed and nothing is written.

Deleting a patient

Delete Patient in the right-hand column, then confirm. Med warns you: “This will permanently delete this patient and all associated appointments.”

In practice it removes more than that, and there is no undo:

• the patient record and their appointments;
• their visits, audio recordings and transcripts;
• their generated and signed documents;
• their uploaded PDFs;
• the indexed copies of all of the above in your clinic’s knowledge library, and the stored files themselves.

Download anything you are obliged to retain before deleting. If a patient is exercising a data-protection right, treat this as the deletion step and keep your own record that it was done.

Things Med does not offer here

• There is no way to merge two patient records. If you have created a duplicate, move what you need and delete the duplicate.
• The clinical flags the consent templates can use — whether a patient lacks capacity, may be pregnant, or cannot read — are not editable on this screen. Where such a circumstance affects consent, say so in the consultation and check the generated wording before you sign.