Steps to Create a New Visit
Access the Schedule Tab:
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Navigate to the Schedule tab from the main dashboard. You will see a list of doctors and their availability represented in a time grid.
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Choose the Department that you want to work with.
Click on New Visit:
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In the top-right corner of the Schedule tab, click the + New Visit button to start creating a new visit.
Fill in Patient Information:
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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:
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Input the patient’s emergency contact details, including the contact name, relation, and phone number.
Complete VIsit Information:
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Select the doctor from the dropdown list.
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Choose the appropriate date for the visit.
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Select the service from the available options, which automatically pulls the available timeslots.
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Based on the service type, select the timeslot that best fits the patient’s need.
Duration of Appointment:
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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:
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Review all the information entered, and when ready, click the Create button to finalize the visit.
Visit Confirmation:
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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:
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Ensure that you select a timeslot and service that corresponds to the patient’s needs.
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Visit statuses will automatically be updated based on patient confirmation and appointment progress.