Patients

Who this is for

Center administrators, doctors, technicians, reception staff, and nutrition staff who work with dialysis patient records.

What you can do here

• Search patients by name, internal code, or phone
• Create a new patient record
• Open a complete dialysis patient profile
• Edit patient details when your role and center permissions allow it
• Add patient notes
• Record vaccinations and injections
• Request transfer of a patient to another center in the same organization
• Export patient summary records for review and care coordination

Step-by-step guide

1. Open Patients.
2. Use the search box to find a patient by name, patient code, or phone.
3. Center admins can select New patient to add a patient.
4. Open a patient name to view the patient profile.
5. Use the profile tabs and related patient areas for:
6. Overview
7. Notes
8. Vaccinations and injections
9. Labs
10. Nutrition
11. Sessions
12. If you have edit permission, select Edit on the profile and save changes.
13. To add notes:
14. Open the patient notes area.
15. Choose a note type and optional linked session.
16. Save the note.
17. To record medications:
18. Open Vaccines & Injections.
19. Add vaccination or injection details.
20. To transfer a patient:
21. Open the patient overview as a center admin.
22. Choose the target center and optional note.
23. Select Request transfer.

Important notes

• Patient creation is blocked when the workspace reaches its active patient limit.
• Doctors and technicians can edit patient profiles only if the center profile explicitly allows it.
• A patient already marked as transferred cannot be transferred again from the same center.
• Notes can be patient-wide or linked to a dialysis session.
• RenalFlow preserves removed notes in the record history instead of immediately erasing them from clinic workflows.

Common issues

• If New patient is missing, you are not signed in as a center admin.
• If saving fails because of billing or plan limits, the workspace needs an upgrade or billing reactivation.
• If a transfer target is missing, that center may not be part of the same organization or may not be eligible for transfer.

Suggested screenshots

• [Screenshot placeholder: Patients list]
• [Screenshot placeholder: Patient profile overview]
• [Screenshot placeholder: Transfer patient form]