User Registration
Registering a patient is slightly different from registering a caregiver since their roles in the OpenMRS are not the same. This manual guides you through both registration processes and explains them briefly.
Buttons redirecting to patient and caregiver registrations are available on the homepage:
To register a patient, the form needs to be completed. Requested data is sorted into the following sections:
Most of requested data is required to successfully register patient (all required fields are marked accordingly):
- name
- given
- family name
- gender
- birthdate
- exact date
- estimated years and/or estimated months
- address
- at least one line
- language
- phone number
- patient location
While filling out the form, the user is not allowed to skip the required section if it remains empty. It is possible to go back to previous sections though.
The "Name" section includes fields for name, family name (those are required) and optionally middle name.
The "Gender" section consists of one required field where the user can choose applicable gender.
On the "Birthdate" section besides fields to input a specific date, a user can provide estimated years and months. Those fields are used in case the exact birthdate is not known and the user has to estimate the age of the patient. The validation for this section means that input can be provided as a specific date or estimated age. Moreover, input different from numbers is blocked.
On the "Address" section at least one field should be filled in in order to complete patient registration.
The "Language" section contains a dropdown field with implemented languages to choose from.
The phone number is validated based on the country selection. The user must first select a country by clicking the “phone” icon and then provide a phone number accordingly.
Note: In this input the “+” sign is not allowed.
The "Patient Location" section allows registering the patient into the chosen location available in the implementation. The user can choose it from the dropdown.
Note: The user can only choose a location he/she is assigned to.
The program identifiers can be required during the registration process. More information on how to add sections is available in the “Administration” section. Below descriptions of exemplary program identifiers.
The program identifier named "Aadhar Number" is validated to a 12-digit number. This field is not mandatory during the registration process.
The program identifier named "ART Number" is not validated nor required.
In the "Relatives" section, persons already registered in the OpenMRS (both patients and caregivers) can be added to the patient profile. To add a relative, it’s needed to choose the “Caregiver” relationship type from the dropdown and enter the desired name in the person name field. The OpenMRS will show the list of registered persons and it’s required to choose the desired person from it.
Note: A person has to be chosen from the list, entering the whole name will not result in adding a relative. If no person is added, a validation message is displayed above the relationship fields.
Note: The dropdown on the person name fields shows applicable names of existing patients and caregivers, regardless of which relationship type you choose in the relationship field.
This section is not mandatory.
For a patient added as a caregiver, a caregiver profile will be created and the suitable link will be displayed on the patient's dashboard.
By clicking the “+” icon, the user can add as many relatives' fields as needed. And by clicking “-” the desired relative can be removed from the registration process.
The last section in the "Patient registration form" is the "Confirm" section. On this page all data provided in the form is summarized and the user decides to confirm it or not by clicking the “Cancel” or “Confirm” button.
The “Cancel” button sends the user back to the name section. All of the provided data is still available and ready to correct. All of the sections are available from this point as well. From this point, to exit registration form, the user needs to click the logo on the header or home icon on the breadcrumbs.
The “Confirm” button completes the registration process and sends the user to the dashboard of the newly created patient.
For the newly created patient, the ID is generated and patient status is set to “No consent” by default.
Consent validation can be turned off for the implementation, see the “Administration” section for further information.
Caregiver registration is very similar to patient registration, but the form contains fewer sections to fill in.
The behavior of this form corresponds with patient registration form:
- The user cannot skip the required section
- The phone number field is validated to digits
- The relatives section behaves in the same way
The "Name" section includes fields for name, family name (those are required) and optionally middle name.
The "Language" section contains a dropdown field with implemented languages to choose from.
The phone number is validated based on the country selection. The user must first select a country by clicking the “phone” icon, then provide a phone number accordingly.
Note: In this input the “+” sign is not allowed.
The "Caregiver location" section allows registering the caregiver into the chosen location available in the implementation. The user can choose it from dropdown.
Note: The user can only choose a location he/she is assigned to.
In the "Relatives" section, persons already registered in the OpenMRS (both patients and caregivers) can be added to the caregiver profile. To add a relative, it’s needed to choose the "Patient" relationship type from the dropdown and enter the desired name in the person name field. The OpenMRS will show the list of registered persons and it’s required to choose the desired person from it.
Note: A person has to be chosen from the list, entering the whole name will not result in adding a relative. If no person is added, a validation message is displayed above the relationship fields.
Note: The dropdown on the person name fields shows applicable names of existing patients and caregivers, regardless of which relationship type you choose in the relationship field.
Note: If you add a relative patient for a caregiver, remember that selecting a person registered only as a caregiver in the system (and not a patient) won't result in creating a patient profile for this person. Creating a patient profile requires much more data, so it is only possible through a patient registration form.
By clicking the “+” icon, the user can add as many relatives' fields as needed. And by clicking “-” the desired relative can be removed from the registration process.
The last section in the "Patient registration form" is the "Confirm" section. On this page all data provided in the form is summarized and the user decides to confirm it or not by clicking the “Cancel” or “Confirm” button.
The “Cancel” button sends the user back to the name section. All of the provided data is still available and ready to correct. All of the sections are available from this point as well. From this point, to exit registration form, the user needs to click the logo on the header or home icon on the breadcrumbs.
The “Confirm” button completes the registration process and sends the user to the dashboard of the newly created caregiver.
For the newly created caregiver, the ID is generated and caregiver status is set to “No consent” by default.
Consent validation can be turned off for the implementation, see the “Administration” section for further information.