Patient Registration — Administrator Guide

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Overview

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Permission Key Reference

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Default Role Assignments

Note: The org_admin role automatically receives all active permissions via the platform trigger. Custom roles can be configured in Settings > Permissions.

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Managing PM Permissions

1. Navigate to Settings > Permissions (requires org_admin role).
2. Select the Practice Management module from the module list.
3. Assign or revoke permissions per role using the toggle interface.
4. Changes take effect immediately for newly issued tokens; existing sessions refresh on next page load.

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MPI Duplicate Override Audit

• The override reason is stored in the patient’s custom_fields JSONB column under the key mpi_override_reason.
• The created_by column records which user performed the registration.
• The created_at timestamp provides the exact time of registration.

SELECT 
  id,
  mrn,
  first_name,
  last_name,
  created_by,
  created_at,
  custom_fields->>'mpi_override_reason' AS override_reason
FROM pm_patients
WHERE 
  organization_id = '<your_org_id>'
  AND custom_fields->>'mpi_override_reason' IS NOT NULL
ORDER BY created_at DESC;

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Soft Delete vs. Permanent Delete

• Records remain in the database for audit and recovery.
• Application queries filter deleted_at IS NULL.
• RLS policies enforce this at the database level.

UPDATE pm_patients
SET deleted_at = NULL, updated_at = NOW()
WHERE id = '<patient_id>'
  AND organization_id = '<your_org_id>';

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Module Settings

SELECT * FROM pm_module_settings WHERE organization_id = '<your_org_id>';

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Database Tables

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Related Resources

• User Guide
• PM-01 Specification
• Implementation Log
• Platform Permissions: src/platform/permissions/constants.ts