Creating a New Visit

Steps to Create a New Visit

Access the Schedule Tab:

• Navigate to the Schedule tab from the main dashboard. You will see a list of doctors and their availability represented in a time grid.

• Choose the Department that you want to work with.

Click on New Visit:

• In the top-right corner of the Schedule tab, click the + New Visit button to start creating a new visit.

Fill in Patient Information:

• In the New Visit form, start by entering the patient's name. You can either search for an existing patient or add a new one by clicking on Add New Patient.

Add Emergency Contact Information:

• Input the patient's emergency contact details, including the contact name, relation, and phone number.

Complete VIsit Information:

• Select the doctor from the dropdown list.
• Choose the appropriate date for the visit.
• Select the service from the available options, which automatically pulls the available timeslots.
• Based on the service type, select the timeslot that best fits the patient’s need.

Duration of Appointment:

• The duration of the appointment is determined by the time assigned to the service during its creation in the 'Visit' tab. This means that if the service includes a 15-minute consultation, the available time slots will reflect that duration.

Review and Create:

• Review all the information entered, and when ready, click the Create button to finalize the visit.

Visit Confirmation:

• After creating the visit, it will appear in the schedule with details of the patient, the time, and the status (e.g., confirmed, waiting).

💡Notes:

• Ensure that you select a timeslot and service that corresponds to the patient's needs.
• Visit statuses will automatically be updated based on patient confirmation and appointment progress.

Updated on: 30/04/2025