PRM (Patient Relationship Management)

Overview

PRM stands for Patient Relationship Management. It is the NICE HMS module for managing the hospital's referral network — the doctors, pharmacies, ambulance services, and other contacts who send patients to (or receive patients from) the hospital.

PRM tracks the full lifecycle of a referred patient:

1. A contact (e.g. a referring doctor) is recorded.
2. You log contact visits and engagement.
3. A patient is sent to another facility, or received from a referring contact.
4. The referral is tracked as a lead with a deal value, and its status is updated as the patient progresses (expected → referred → OPD/IPD/diagnostic → received).

This gives the hospital visibility into where patients come from and how much revenue each referral partner generates.

Core concepts

Contacts (referral partners)

Contacts are the people and organisations who refer patients to you. Each contact has a type:

doctor, social worker, ambulance, pharmacy, blood bank, government office, hospital, clinic, healthcare worker, politician, others.

You log your engagement with each contact using a contact method:

Physical Visit, Phone Call, SMS, WhatsApp, Email, entered by error.

Contact search is at /admin/prm/contacts/search, and contacts are created from /admin/prm/contacts/create.

Contact visits

For each contact you can record individual visits (physical meetings, calls, follow-ups) to track your ongoing relationship. See /admin/prm/contacts/search/visits/[contactid].

Patient referral — send & receive

Referrals between organisations are recorded in the refferingTrans table. There are two directions:

• Send patient (/admin/prm/refer-patient/send-patient) — you refer a patient out to another facility (the receiving organisation is validated as a registered NICE HMS organisation).
• Receive patient (/admin/prm/refer-patient/receive-patient) — you receive a patient referred to you by another facility or contact.

Each referral record captures: sending/receiving organisation, patient name and phone, from-doctor and to-doctor, creator, dates, and the lead/deal status.

Lead status

A referred patient moves through a lead status pipeline:

Deal status & value

Each referral can be tracked as a deal with a monetary value:

• Deal status: open, won, lost
• Deal value: the revenue amount the referral is expected to / did generate

This lets you measure the ROI of each referral partner.

Scheduling & notifications

PRM also includes:

• Schedule (/admin/prm/schedule) — schedule follow-ups and appointments.
• Appointment console (/admin/prm/appointment/console) — manage referred-patient appointments.
• Notifications (/admin/prm/notification/search) — push/notification history to contacts (backed by FCM push tokens and a doctor-slot manager).

Navigation

Related guides

• Patient Dashboard — the referred patient's clinical record
• MIS Reports — PRM-related revenue reports (PRM Doc Month Wise)
• Doctor Revenue & Expense — how referring-doctor (PRM) commission is paid