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Register a Patient and Book an OPD Appointment

A step-by-step walkthrough of registering a new outpatient in CareOS, booking their consultation, recording payment, and checking them into the OPD queue.

OPD Patient Journey
beginner
2:50

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Follow one outpatient visit through CareOS from registration to a completed doctor consultation: reception, nursing, and the doctor's workflow.

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2:50Video 1Register a Patient and Book an OPD Appointment Selected

2:36Video 2Record Patient VitalsView video

Complete the Doctor Consultation video thumbnail

3:42Video 3Complete the Doctor ConsultationView video

Before you begin

Complete "Admin and Facility Setup" first so the doctor profile, availability, and consultation fees already exist in CareOS.

Step-by-step instructions

10 steps

1
Search before registering
Sign in as the receptionist and search the patient list first to confirm the patient is not already registered before creating a new profile.
2
Register the new patient
Open New Patient and enter the patient's basic information, contact details, and address. CareOS checks the phone number for possible duplicate records before you continue.
3
Choose the doctor
After saving the patient, continue directly into appointment booking and select the doctor and specialization for the visit.
4
Book the appointment slot
Choose the visit type, enter the reason for the visit, select an appointment date, and choose an available slot from the doctor's working schedule.
5
Collect the OPD payment
Continue to billing, where the consultation charge is already included. Select Collect now, choose the payment method, and enter the amount received.
6
Generate the invoice
Review the total, confirm the remaining balance, and save the bill. The invoice keeps the patient, visit, charges, and payment connected in one place.
7
Open Reception Today
Move to the Reception Today view to see the booked appointment before the patient is added to the active OPD queue.
8
Check the patient in
Once the patient has arrived, select Check In. CareOS creates a queue entry, assigns a token number, and updates the appointment status.
9
Confirm the reception workflow is complete
Confirm the patient is registered, the consultation is booked and paid, and the patient is waiting in the OPD queue.
10
Hand off to nursing
With registration, booking, billing, and check-in complete, the visit is ready to continue with the nursing vitals workflow.

Transcript

Read transcript

Our OPD team is ready, so let's continue the journey from reception.

We're signed in as Zara Iqbal.

A new patient, Aarav Mehta, has arrived at Hussaini Hospital with fever, headache, and fatigue for the past two days.

Before creating a patient profile, we'll first search the Patients List to make sure Aarav isn't already registered.

There are no matching records, so open New Patient and continue with a new registration.

Enter Aarav's basic information.

His name is Aarav Mehta, he's thirty-four years old, and his gender is Male.

We'll also add the prepared contact information and address.

Care OS checks the provided phone number for possible duplicate records, helping reception avoid creating multiple profiles for the same patient.

There are no duplicates for Aarav, so we can continue.

Under Continue after registration, select Appointment Book, and save the patient.

Aarav is now registered, and we're taken directly into OPD appointment booking.

Select Dr. Ayesha Khan from General Medicine.

Choose Consultation as the visit type.

The consultation fee is six hundred rupees, based on the fee we configured for Dr. Ayesha during the administration setup.

Now, enter the reason for the visit: fever, headache, and fatigue for the past two days.

Select the appointment date.

Care OS loads Dr. Ayesha's available appointment times based on her working schedule.

Choose an available slot, and continue to billing.

The consultation charge is already included.

Since Aarav is paying now, select Collect now.

Choose the payment method, and enter six hundred rupees as the amount received.

Review the total and confirm that the remaining balance is zero.

Then, select Save Bill.

Aarav's appointment is now booked, the OPD bill has been created, and his payment has been recorded.

The invoice keeps the patient, visit, charges, payment, and remaining balance connected in one place.

Now, let's move to Reception Today.

Here, we can see Aarav's appointment with Dr. Ayesha.

His appointment is booked, but he isn't part of the active OPD queue until we confirm that he's physically present.

Aarav has arrived, so select Check In.

Aarav is now checked in.

Care OS creates his queue entry, assigns a token number, and changes the appointment status to Checked In.

At this point, reception's part of the journey is complete.

Aarav is registered, his consultation with Dr. Ayesha is booked and paid, and he's waiting in the OPD queue.

Next, Sana Malik will continue the journey from nursing.

She'll verify Aarav's visit, record his vital signs, and prepare him for the consultation with Dr. Ayesha.

Let's continue with the nursing workflow.

What success looks like

The patient has a CareOS patient record with a hospital-local patient ID, a booked OPD appointment with the doctor, a generated invoice with payment recorded, and a queue token — with an appointment status of Checked In and ready for the nursing team.

Troubleshooting

The patient search returns an existing record instead of an empty result.

Use New Patient only after confirming there is no existing match — if a match is found, open and use that existing patient record instead of creating a duplicate.