Skip to main content

Patient record

The patient record combines a patient's administrative information and clinical work for the active shift.

Create and open a record

From Home, tap New patient. The record is created immediately. You can also open an existing patient from the activity feed.

The record has four tabs:

TabContent
DetailsIdentity and administrative information
NotesDictated or edited clinical notes
FormsGenerated forms and PDF documents
BillingDiagnosis, visits, and billing codes

Complete the details

You can enter:

  • full name;
  • RAMQ number and expiry date;
  • phone number and date of birth;
  • record number;
  • consultation number;
  • location, such as stretcher or ambulatory.

Tap Save after manual entry. If you try to leave with unsaved changes, Saro offers to save them.

Fill from a photo

In the Details tab, tap Take photo and photograph a document where the information is readable. Analysis continues in Deferred Tasks. Always verify the extracted fields before using them.

Scan record numbers

When your workplace supports this feature, the barcode icon fills the record number or consultation number using the camera.

Delete a patient

Use the trash icon in the record header, then confirm. This action is irreversible and removes the record and its associated content.

tip

The patient's date of birth is required to protect access when forms are sent from the web app.