Create a patient record manually

1. Access the Patients tab via the main navigation.

2. Click on Create.

3. Select Create a patient record.

4. Fill in your patient’s information.

5. Click on Save.

Edit a patient record

You can edit a patient’s record either from the list of patients or from the patient record itself.

From the list of patients

1. Access the Patients tab via the main navigation.

2. Click on the three-dot menu to the right of the patient.

3. Click on Edit.

4. Click on Save once you’re done.

From the patient record

1. Access the Patients tab via the main navigation.

2. Click on the patient record you wish to edit.

3. Click on the pencil icon at the top of the page.

4. Click on Save once you’re done.

Delete a patient record

You can delete a patient’s record either from the patients list or from the record itself.

From the list of patients

1. Access the Patients tab via the main navigation.

2. Click on the three-dot menu to the right of the patient.

3. Click on Delete.

4. Confirm your choice.

From the patient record

1. Access the Patients tab via the main navigation.

2. Click on the patient record you wish to edit.

3. Click on the pencil icon at the top of the page.

4. Click on Delete.

5. Confirm your choice.

Create patient records in batches

This feature allows you to create several patient records at once by importing a XLSX file.

Prepare for importation

1. Access the Patients tab via the main navigation.

2. Click on Patient directory.

3. Click on Create.

4. Select Batch creation (XLSX file).

5. Click on Download template if you wish to use the template we provide.

6. Fill in the downloaded template with your patients’ information.

Import file

1. In the file import area, click on Select a file.

2. Wait for the platform to upload and analyze the file.

3. In the confirmation message, verify that the number of patient records ready to be created matches the number of records you wish to create.

4. Click on Create patient records to launch the import.

Understanding and managing errors

Our system performs several validations during import and may display some error messages if it encounters one of the following issues:

1. Missing mandatory column(s)
   • The mandatory column “Name of the column” is missing.

2. Missing mandatory data
   • Line “row number”: missing value for “Name of the column”.

3. Empty file
   • The file you are trying to import is empty. Please add data and try again.

4. Data format
   • Line "row number": Invalid format for “Name of the column”.

5. Potential duplicates
   • Lines "row number" and "row number": the unique ID is the same.

6. Missing file
   • You must add a file before clicking on Next.

7. Failed import
   • The file import failed. Please review the file and try again.

Creation confirmation

Once your file was successfully imported:

1. A confirmation message is displayed and indicates how many patient records will be created.

2. New patient records will be immediately available in Lime.