Patient Management Overview

The Patient Management module in the Medical Second Opinion (MSO) System allows requesters to create and manage patient records.
Each case must be linked to a patient profile, ensuring that medical opinions are accurately tied to individual patients.

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1. Purpose

The patient management feature enables institutions (requesters) to:

• Maintain a database of patients for case creation.
• Add new patients or reuse existing profiles.
• Quickly search and select patients during the case submission process.

Note: A patient record must exist before a case can be created.

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2. Patient Fields

When adding a new patient, the requester must complete the Patient Information Form.

Field	Required	Description
Name	✅	Full name of the patient.
Gender	✅	Select Male or Female.
Phone Number	✅	Used for patient identification and contact.
Date of Birth	✅	Used for age validation and medical context.
Country	Optional	The country of residence.
Nationality	Optional	The patient’s nationality.
National ID / Iqama	Optional	National or residency identification number.

All required fields must be completed before saving a patient record.

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3. Creating a Patient

1. Navigate to Patients → Add New Patient.
2. Fill in the required fields: name, gender, phone number, and date of birth.
3. Optionally, enter the country, nationality, and national ID if available.
4. Click Save to add the patient record.

After saving, the patient appears in the Patient List, and can be selected for new case creation.

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4. Selecting a Patient for a Case

During case creation, the requester can choose an existing patient instead of creating a new one.

1. From the Case Creation form, click Select Patient.
2. Use the search field to find patients by:
   • Name, or
   • National ID / Iqama
3. Select the correct patient from the search results.
4. The selected patient’s details will be automatically linked to the new case.

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5. Known Limitation: Duplicate Patients

Currently, the MSO System does not enforce a unique identifier for patients.
This means:

• The system can accept duplicate patient records (e.g., same name and date of birth).
• Duplicate entries can cause confusion during case selection and tracking.

⚠️ Recommendation:
A future system enhancement should introduce a unique patient identifier (e.g., by combining phone + date of birth or by assigning an internal patient ID) to prevent duplication and improve data consistency.

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6. Viewing and Managing Patients

Both Requesters and Admins can view and manage the list of patients registered within the system.

6.1 Viewing the Patient List

• Navigate to Patients → Patient List.
• The table displays key patient details, including:
  • Patient ID
  • Name
  • Gender
  • Phone Number
  • Date of Birth
  • Nationality (if available)
  • National ID / Iqama (if available)

6.2 Filtering and Searching Patients

To help locate a specific patient, both Requesters and Admins can apply search filters or sort the list by any of the following fields:

Filter	Description
Name	Search by patient’s full or partial name.
National ID / Iqama	Find patients using their identification number.
Patient ID	Search directly by the internal system-generated patient ID.
Gender	Filter by male or female.
Phone Number	Search by full or partial phone number.
Date of Birth	Filter by specific or range of birth dates.

The filters can be combined to narrow search results.

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6.3 Editing Patient Information

Requesters and Admins can update existing patient records as needed.

1. Open Patients → Patient List.
2. Locate the patient using the available filters.
3. Click Edit beside the patient record.
4. Update any of the following fields:
   • Gender
   • Phone number
   • Date of birth
   • Country
   • Nationality
   • National ID / Iqama
5. Click Save to confirm changes.

Note:
The patient’s name cannot be changed once linked to a case, to maintain the accuracy of case history.

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6.4 Permissions Summary

Action	Requester	Admin
View Patient List	✅	✅
Filter / Search Patients	✅	✅
Add New Patient	✅	✅
Edit Patient Details	✅	✅
Delete Patient	🔒	🔒

No deletion or deactivation for the patient.

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7. Example Interfaces

Note:
Each case must be linked to a patient record.
Maintaining accurate patient information improves traceability, reduces duplication, and ensures reliable second-opinion results.