A Visit is the central record of every patient encounter at your clinic. Every appointment, consultation, invoice, and follow-up is tied to a single visit — giving you one place to see the full patient journey from check-in to payment.
Accessible by: Admin, Receptionist, Doctor
When a patient arrives at the clinic, a visit is created (either from a scheduled appointment or as a walk-in). The visit tracks the patient through every step:
Check-in → Consultation → Payment → Follow-up / Referral → Completed
Each step has a clear status so your whole team knows where the patient is at any moment.
| Status | What It Means |
|---|---|
| 🔵 Checked In | Patient has arrived and is waiting to be seen |
| 🟡 In Consultation | Doctor has started the consultation |
| 🟠 Awaiting Payment | Consultation is done; invoice is pending |
| 🔁 Follow-up Scheduled | Visit complete; a follow-up appointment has been booked |
| ➡️ Referred | Patient referred to another provider or specialist |
| ✅ Completed | All steps done; visit fully closed |
In the sidebar, click Visits to open the queue view. This shows all active visits for today in a live list, colour-coded by status.
From the queue you can:
The Today's Queue widget on the Dashboard shows the same information without leaving the home screen.
Click any visit (from the queue or from a patient profile) to open its detail page. The detail page shows the complete picture for that encounter:
| Section | What's Here |
|---|---|
| Patient info | Name, age, phone, key medical alerts |
| Appointment | Linked appointment details |
| Consultation | Clinical notes, diagnosis, prescription |
| Vitals | Vitals recorded during this visit |
| Invoice | Billing status and payment details |
| Follow-up | Any follow-up scheduled from this visit |
Every scheduled appointment creates a visit when the patient checks in. Walk-in patients can also have a visit created directly, without a prior appointment.
When a walk-in visit is created, the system automatically assigns a queue token — a short identifier (e.g. W-04) that helps your front desk manage the order patients are seen. The token is displayed on the visit card in the queue and can be communicated to the patient while they wait.
Walk-in visits follow the same status flow as appointment-based visits and appear in the same queue view.
Once a visit exists, the appointment and consultation are both visible within it — you don't need to navigate between separate sections.
To see all past visits for a patient, open their profile and go to the Timeline tab. Every visit appears in chronological order alongside consultations, vitals, invoices, and documents.
ZidBit Clinic OS · v1.8.0 · Last updated June 2026