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.