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People — patients & providers

What it does​

The People area is where you register and manage the individuals in the system — patients and providers. Each person has names, a gender, a date of birth, and can have addresses, phone numbers, and identifiers.

Where to find it​

Choose People from the main navigation. You'll see a searchable list of people you're allowed to view.

📸 Screenshot: the People list (people-list).

Common tasks​

Find a person​

  1. In People, type a name or identifier into the search box.
  2. Pick the matching person from the results to open their record.

Only people you're permitted to see appear in results — see Visibility & consent.

Register a new patient​

  1. In People, select Add (or Register patient).
  2. Fill in the required details — name and gender are required; date of birth, addresses, phone numbers, and identifiers are optional but recommended.
  3. Select Save. The person now appears in searches.

Edit a person's details​

  1. Open the person's record and select Edit.
  2. Update names, addresses, or phone numbers and Save. A person can have several addresses and phone numbers; mark one as preferred.

Remove a person​

Removing a person hides the record rather than erasing it, so history is preserved. You'll be asked for a reason. Ask an administrator if you don't see this option.

Tips & limitations​

  • Some organizations encrypt sensitive personal details (names, address lines, phone numbers) so they're protected in storage. This is invisible in day-to-day use — you still search and edit normally. (Technical details are on the Developer site.)
  • Duplicate people can be merged by an administrator; if you spot a duplicate, flag it rather than editing both.