🩺 Consultations

The Consultations module is the doctor's workspace. Here you record clinical notes, diagnosis, prescriptions, vitals, and schedule follow-ups.

Accessible by: Admin, Doctor

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Starting a Consultation

Consultations start from today's queue — the list of patients waiting to be seen.

1. In the sidebar, click Consultations.
2. Find the patient in the queue. Both booked appointments (once the patient has checked in) and walk-ins appear here, alongside any patients due for a follow-up.
3. Click to start the consultation.

This opens the consultation workspace for that patient.

Only Admins and Doctors can start and conduct a consultation. The front desk can see the queue but cannot open the clinical workspace.

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The Consultation Workspace

1. Patient Info Panel

Shows the patient's name, date of birth, gender, and a summary of past visits. This is pulled automatically — no entry required.

Active allergies from the patient's medical history are shown here as a quick reference.

2. Vitals

Record the patient's current vitals before the clinical assessment:

Out-of-range values are flagged automatically in amber.

3. Clinical Notes

Next to Diagnosis you can search the ICD-10 reference by code or keyword — selecting a result adds the standardised code straight to your diagnosis. See Clinical Tools.

4. Prescription Builder

Click + Add Medicine to add more items. Trash icon removes an item.

Save time with templates. Click Apply on a saved prescription template and its medicines drop straight into the prescription, ready to adjust for this patient. You can also save the current medicines as a new template for next time.

⚠️ If a prescribed medicine matches a known allergy from the patient's medical history, the system will display a conflict warning. Review carefully before proceeding.

5. Follow-up

Before finalising, you can schedule a follow-up for the patient:

The follow-up will appear in the Pending Follow-ups widget on the dashboard and in the Follow-ups section.

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Consultation Outcomes

When finalising, you choose an outcome that reflects the clinical result:

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Finalising the Consultation

1. Review all sections — vitals, clinical notes, prescription, and follow-up.
2. Select the appropriate outcome (Completed, Follow-up Scheduled, or Referred).
3. Click Finalise Consultation.

What happens:

• Visit status updates to reflect the outcome ✅
• A billing draft is automatically created
• The consultation and prescription become available to email or print
• Vitals are saved to the patient's vitals history
• Follow-up (if set) appears on the dashboard and in the Follow-ups section

⚠️ You cannot edit a finalised consultation. If a correction is needed, contact your Admin.

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Sharing the Prescription

After finalising, from the consultation summary you can:

• Email Consultation + Prescription — send a formatted copy straight to the patient's registered email address.
• Print Consultation + Prescription — open a print-ready PDF with clinic details, patient info, medicines, and a doctor signature line; print it or save as PDF.

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Tips

• Check the Timeline tab on the patient profile before starting — it shows the complete history at a glance.
• Always finalise before the patient leaves — the billing team needs it to generate the invoice.
• Record vitals even if they're normal — they build a longitudinal record over time.