Medical card

You can keep a patient’s medical record directly in Altegio.

This feature is available for the following business types in the Medical category:

Open the patient’s appointment in the Appointment Book and go to the Medical Record section. To do this, click More in the client actions panel if the section isn’t added to Favorites.

If you add this section to Favorites, it will be available right away without clicking the three dots.

Fill in the required fields. You can enter the following information in the medical record:

Medical record number
Date of completion
Client name, gender, date of birth, phone number (auto-filled from the client profile section)
Registration address
Area type (rural, urban)
ID document: series and number
Mandatory health insurance policy (OMS)
SNILS
Marital status (registered marriage, not married, unknown)
Education (professional: higher, secondary vocational, general secondary, basic, primary, unknown)
Employment status
Workplace, job title
Beneficiary category code
Insurance company
Disability status
Blood type, Rh factor, Ph
Allergic reactions

After filling in the form, click Save data. The completed medical record form will be saved within the patient’s visit.

To print the medical record or save it to your device, click Print medical record.

On the page that opens, set your print options — then you can save the file as a PDF or send it directly to print.

You can view or edit a saved medical record only within the patient’s visit.

Access permissions #

To work with medical records, grant the required permissions to the team member:

Go to Team > Team members list.
Click the employee’s role in the Role column and open the Access tab.
In Medical documents, enable Medical records > View. Also enable additional permissions for printing and editing if needed.
Click Save at the bottom.