Add Patient


Table of Contents:

Instructions

  • Log in to OnCare360.
  • In the home page, you'll see Patient's tab active at the top.

  1. You can view the phone icon beside the Mobile number of the patient, on clicking which will call the patient directly on cell.
  2. Click on 'Add Patient' button on right, to add a new patient to a center.

  • We have 4 sections as follows:

Basic Details

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  1. It further has 5 sections as follows:
  • Personal Demographics
  • Contact Details & Address
  • Guardian Info
  • Insurance
  • Communication Preferences

  1. You can fill the contact details manually if the data doesn't get populated.
  2. Here, you can view a toggle for enabling the mobile application, i.e., if the patient wants to use the mobile application, the PC should enable the toggle for which the email is Mandatory.
  3. If the toggle is OFF, the patient cannot use the mobile application. If he adds an email, keeping thee toggle OFF, he'll still receive the emails but won't be able to use the Mobile application. Until then, the email field is optional.

  4. You can view the info icon beside the toggle and on hovering it, you will view an overlay as follows:

    "Email and Mobile number are required to enable Mobile app services"

  5. Enter the Email and Mobile number based on the preferences.

  1. You have the option to manually enter the personal details.
  2. Secondary Contact is optional it is for the Guardian Info.

  1. To add an insurance, click on the button - Add Insurance.

  2. You will view the Insurance pop-up as follows:

  1. Enter all the required field details, Group Number and Group Name fields are optional.
  2. Click on the Save button, to add this Insurance record. And, to delete it, click on Delete while adding or click on the delete icon on the record.
  3. In Communication preferences, Notifications are sent via SMS, Email and App Notifications, by default all the boxes will be checked.
  4. Once you fill all the fields, click on Save & Continue Button at the Bottom-right to proceed. The Provider Details tab appears.

Provider Details

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  1. In the Provider Details tab, you have 2 sections as follows:
  • External Consultant Details
  • Assigned Provider
  • Assigned Care coordinator

  1. To add an External Consultant, click on the 'Add Consultant' button on the right.

  2. The Search Provider pop-up is displayed.

  1. You can search by NPI or any of the fields in the pop-up. Click on the Search Button, to see the list of provider matching your search criteria.

  1. Select the provider you want to add and click on Select Button.
  2. The details will get populated in the respective fields of External Consultant Pop-up as follows:

  1. You can make edits here and click on save to add the record, on clicking Delete this record will get deleted/ cancelled.
  2. By clicking on the "Add Consultant" button, you have the ability to include additional external consultants, if necessary.
  3. In order to assign a Provider, select the human avatar. Once it is selected, the icon colour will change to purple and you will see the label "primary" above the name of the provider in the table.

  • By clicking on the "Assign Provider" button, you have the ability to include or add the unassigned or deleted providers, if necessary.

  • In order to assign a care coordinator , select the human avatar. Once it is selected, the icon colour will change to purple and you will see the label "primary" above the name of the provider in the table.

  1. By clicking on the "Assign Care coordinator " button, you have the ability to include or add the unassigned or deleted Care coordinator, if necessary.

  2. Once all the fields are filled, click on Save & Continue to proceed. Diagnosis & Treatment Tab appears.

Diagnosis & Treatment

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  1. In this tab, we have 5 sections as follows:
  • Diagnosis
  • Surgery
  • Test/ Procedures
  • Medications
  • Allergies

  1. To add Diagnosis, Surgeries, Test/ Procedures and Allergies Sections, you have to fill the details in the respective pop-ups.
  2. In the Diagnosis section, click on Add Condition button, you will view a pop-up as follows:

  1. Click on Search button, you will view Search Condition pop-up as follows:

  1. Enter 3 characters to view the dropdown. Click the condition you want to add and click on the Select button. Click on the Save button, to add this Condition, else click on Delete button.

  1. The same with Surgeries and Test/Procedures, click on Add Surgery and Add Test/ Procedure Buttons.

  1. You will view the following pop-ups:

  1. Fill all the required fields and click on Save button to add/save the record or Delete button to delete the record.
  2. In Test/ Procedure, you have an optional field - Attachment where can upload an attachment by clicking on Choose file button.
  3. To add Medications, click on Add Medications button, Medication pop-up appears.

  1. Click on Search button, you will the following pop-up:

  1. Search for medicine, to see the dropdown list. Select the medicine you want to add and click on the Select button. Medicine details will get populated in the respective fields.

  2. All the medicine details will get auto-populated, fill the other details and click on the Save button to add this Medicine or click on Delete to cancel/delete this record.
  3. You can also add Refill reminder, click on the checkbox, add a reminder.

  1. You can view 2 options - 5 Days and 10 Days. The patient will get notified either 5 days before or 100 days before the Course End date.


  1. To fill the Allergy Sections, click on the Add Allergy Button you will view the following pop-up:

  1. Enter the required fields and click on the Save Button to add the record or delete button to remove the record.
  2. After entering all the details, click on the Save & Continue Button. Target & Notes Screen appears.

Note: If there is no information you need to add for a section, you can proceed without adding any of the details and you will view the tables as follows.

Targets & Notes

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  1. In this tab, you'll see 3 sections as follows:
  • Activity
  • Vitals sign parameters
  • Surveys


  1. Fill the fields in Activity section. You can click on Auto-fill standard Vital signs parameters to populate the data other than weight, fill the details.
  2. You can add a New Survey, by clicking on the Add Survey button on the right, you will the following pop-up:

  1. After entering all the details click on the Save button to add the record or delete button to remove it.

  1. All the patient details are filled, now click on Save & Add Patient. The Patient will be added to the list in the Dashboard - Patient Listing.

View Patient Profile:

  1. To View the Patient profile, click on the eye icon of the desired patient.

  1. Upon navigating to the patient profile, all the sections will be disabled mode, If you would like to edit any of the sections, then click on the edit button, which is on the top right corner of each section.

  1. Once the necessary changes have been made, click the "Save Changes" button to apply them. If you wish to revert the changes, click the "Cancel" button.
  2. Upon clicking the "Cancel" button, a pop-up will appear to verify that you want to cancel the changes you made.

  • We can also perform actions such as Adding, Editing, and Deleting.

  • To modify the Diagnosis & Treatment section, click on the edit icon. Upon clicking it, you will be presented with a pop-up containing pre-filled data.

  • When entering a diagnosis, please note that the condition name cannot be modified once it has been added. If you wish to make changes, you have the option to either add a new diagnosis condition or delete the undesired conditions.
  • As for surgeries, tests/procedures, and allergies, you have the ability to fully edit the data.

  • Regarding the medications section, it is important to note that once a medicine name is added, it cannot be changed. If a change is necessary, a new medicine can be added, the unwanted medicine can be deleted, or it can be made inactive by clicking on the toggle button.

  • To reactivate the medication, click on the inactive toggle button. Upon clicking, a popup will appear prompting you to select the end table of the medication. Once selected, the medication will become active.

  • When you click on the delete icon of any selections record, a popup will appear to verify if you want to make the change. If you select "yes," the record will be permanently deleted.

Note: In all the tabs, to go back, you can click on the Previous Button on the bottom-left and Cancel Button to cancel and discard the changes made.

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