🩺 Consultations

Before you start

Confirm the clinic, patient name and patient number. Make sure this is the correct visit and doctor. Only record clinical information assigned to your role.

📸 All examples use DEMO TRAINING / 教學病人, a fictional patient. The text, medicine, measurements, laboratory request and vaccine entry are software examples. They are not treatment instructions.

1. Find the correct visit

1. Open Consultation in the left menu. The page heading is Consultations.
2. Check the date. Select Today to return to today.
3. Select Open for unfinished visits or Done for completed visits.
4. Check My or All and use Search if needed. Your permissions still limit the records you can open.
5. Check the patient's name, number, appointment time and doctor on the card.
6. Select Start Consultation to begin. If the visit has already started, select Continue.

Step 1 — Confirm the visit before selecting Continue. Click the image to enlarge it on this page.

Step 1 — Confirm the visit before selecting Continue.

The worklist can group visits under Not Arrived, Waiting and Visiting. Waiting cards can show a queue number and waiting time. Waiting time and appointment time are different.

2. Understand the workspace

The patient and visit stay at the top. The main area contains clinical sections. The right panel contains History, Immunization, Files and Documents. The bottom bar contains Print, Charge Items and Complete.

Step 2 — The patient stays at the top of the workspace. Click the image to enlarge it on this page.

Step 2 — The patient stays at the top of the workspace.

Show a missing section

1. Select Configure your panel.
2. Tick the sections you need under Enable. In this example, we enabled Procedures and Attachments.
3. If a section has a Format choice, check whether you need Free Text or Items.
4. Select Save. Use the back arrow to return to the workspace.
5. Confirm the section now appears.

Step 3 — Enable the sections you need, then save. Click the image to enlarge it on this page.

Step 3 — Enable the sections you need, then save.

Changing the panel does not grant account permissions. If the setting offers This consultation and New consultations, check which scope you are changing before saving.

3. Check vitals, allergies and history

Section	What to check or enter
Vitals	Height, weight, temperature, blood pressure, pulse and other measured values. Check the unit next to each field. Appointment vitals can already be present.
Allergy	Enter the Allergen and Notes, then select Add. Confirm the new row appears.
Medical History	Enter medical, family and drug history in the three matching fields.

Do not tick No known allergy or No known medical history merely because the fields are empty. Confirm the information through your clinic's clinical process.

4. Record this visit

Section	Use it for
Symptoms	This visit's symptom details.
Findings	Examination findings.
Diagnosis	The clinician's diagnosis for this visit.
Treatment Plan	The clinician's plan.
Notes for patient	Notes intended for the patient.
Private notes	Separate internal notes. Check document content before sharing.
Procedures	Procedures or treatment items for this visit.

Enter each item in the matching section. A Pending save indicator means a change is waiting. Let it finish and check for an error before leaving. Reopen the visit if you need to confirm that the content persisted.

Step 4 — Enter content in the matching section. Click the image to enlarge it on this page.

Step 4 — Enter content in the matching section.

5. Add medication lines

1. In Medications, type the medicine name in Start typing Medicines.
2. Select the correct result. Check the full name and strength. Do not create a duplicate item because stock is low.

Step 5 — Select the correct medicine result. Click the image to enlarge it on this page.

Step 5 — Select the correct medicine result.

3. Check Dose, Frequency, Timing, Duration and Instructions against the clinician's instructions.
4. For a searchable choice, select the result after typing. Typed search text alone is not a saved choice.
5. Check QTY and Amount. Confirm the unit, such as Tab(s).
6. If needed, choose Preselect batch (optional). Actual dispensing is checked separately in Checkout.
7. Check the drug-label language using Chinese Labels, English Labels and Drug Label Settings. This setting is separate from the application's interface language.

Step 6 — Review the whole medication line. Click the image to enlarge it on this page.

Step 6 — Review the whole medication line.

The example leaves clinical dosing fields blank and uses DEMO ONLY / 僅供教學 as an instruction. Do not copy this example into a real prescription.

6. Add a laboratory request

1. In Laboratory, select Add.
2. In Create Laboratory Record, choose the Laboratory Item and Supplier.
3. Check Date and Amount. The selected item can supply a default amount.
4. Enter Report Date, Status, Report and attachments only when appropriate. A pending request is not a completed result.
5. Select Create. To leave without creating it, select Cancel.
6. Confirm the row shows the correct test, supplier, status and amount.

Step 7 — Check the test, supplier, status and amount. Click the image to enlarge it on this page.

Step 7 — Check the test, supplier, status and amount.

The form provides a separate laboratory attachment area. Do not confuse it with the consultation's Attachments section or the patient's Files tab.

7. Create a follow-up

1. In Follow Up, select New Follow Up or Add.
2. Check the patient and From consultation reference.
3. Enter Description.
4. Choose In 3 days, In 1 week, In 2 weeks or In 1 month, or enter the correct Date.
5. Choose a colleague under Assign to.
6. Select Create follow up.
7. Check the date, assignee and status on the new card.

Step 8 — A follow-up does not automatically reserve an appointment. Click the image to enlarge it on this page.

Step 8 — A follow-up does not automatically reserve an appointment.

No appointment scheduled means there is no linked appointment. A follow-up date does not reserve a doctor's time. Open the follow-up and use Schedule appointment when a booking is needed. See Leads and follow-ups.

8. Save and reuse templates

Save one section

1. Enter and review the section's content.
2. Select its save icon, such as Save Symptoms template.
3. Select New Template, enter a clear Template Name, then select Save.
4. Use Update existing only when you intend to change an existing template.

Step 9 — Give the template a clear name. Click the image to enlarge it on this page.

Step 9 — Give the template a clear name.

Apply a template

Select the section's search icon, such as Search Symptoms templates, then select the correct result. Read the resulting content immediately.

Step 10 — Review the result after applying a template. Click the image to enlarge it on this page.

Step 10 — Review the result after applying a template.

In the demonstrated Free Text Symptoms field, applying the template appended its text to the existing text. Applying it again can duplicate content. Remove duplicate wording and review the whole section. The top Save template and Search templates controls are separate controls for consultation templates.

9. Use the right panel

Tab	What it contains
History	Previous clinical records available for this patient. Check the visit date before reusing content. A first visit can show No data available.
Immunization	The patient's vaccination entries.
Files	The patient's uploaded files.
Documents	The patient's available generated documents. An empty list is separate from Files.

Step 11 — Files belongs to the selected patient. Click the image to enlarge it on this page.

Step 11 — Files belongs to the selected patient.

Record an immunization entry

1. Select Immunization, then the + button.
2. Check Name, Date, Dose Number, Batch Number, Location and Notes.
3. Select Save.
4. Confirm the saved entry appears under the correct patient.

Step 12 — Check all vaccination fields before saving. Click the image to enlarge it on this page.

Step 12 — Check all vaccination fields before saving.

Step 13 — Confirm the saved entry appears. Click the image to enlarge it on this page.

Step 13 — Confirm the saved entry appears.

Only record an actual event in normal work. This guide's entry explicitly says no real vaccine was given.

10. Upload a consultation attachment

1. Find Attachments in the main area. Enable it through Configure your panel if needed.
2. Select Upload, then choose the correct file from your computer.
3. Wait for preparation and upload to finish.
4. Confirm the filename appears in this consultation. Open the filename or its More menu when needed.

Step 14 — Wait until the uploaded filename appears. Click the image to enlarge it on this page.

Step 14 — Wait until the uploaded filename appears.

The example uploads a text file containing only fictional training text. For patient-level files, use Patient files and documents.

11. Review charges and print content

Review charge items

Select Charge Items. Check the item name, Type, Qty, Unit Price and Amount. Use Add Charge Item only when a required service or package is missing. Close the panel when finished.

Step 15 — Review charge items separately from payments. Click the image to enlarge it on this page.

Step 15 — Review charge items separately from payments.

This panel's sub total is for its charge items. It is not proof that the complete bill has been paid. Review medication, laboratory and payment totals in Checkout.

Prepare a document

For reusable letters and their variables, follow Custom printed letters.

1. Select Print, then the required label or document.
2. The menu includes Patient Label, Drug Labels, Custom Document, Leave Certificate, Attendance Certificate, Doctor Report, Prescription, Referal Letter and Hospital Letter.

Step 16 — Choose the required label or document. Click the image to enlarge it on this page.

Step 16 — Choose the required label or document.

3. For Doctor Report, enter the Title and review Edit Doctor Report Content.
4. Check the patient, date, content and printer. For the internal browser route, select Browser Print.
5. Create Document & Print starts the document and print process. Check the actual preview or saved document before treating it as complete. Cancel leaves the form.

Step 17 — Review title and content before starting the print process. Click the image to enlarge it on this page.

Step 17 — Review title and content before starting the print process.

External printer-service connections are outside this guide. If the browser preview stalls, first check whether a document was saved. Do not repeatedly create the same document. See the FAQ below.

12. Complete or amend the visit

1. Review every clinical section and any unsaved or failed changes.
2. Select Complete in the bottom bar.
3. Return to Consultation and select Done.
4. Confirm this visit appears under the correct patient and date. Select View Consultation to read it.

Step 18 — Confirm the completed visit appears under Done. Click the image to enlarge it on this page.

Step 18 — Confirm the completed visit appears under Done.

To amend a completed visit, open it and select Edit if your role allows it. Review the change, then select Complete to leave editing mode. This does not record a payment.

Step 19 — Complete leaves editing mode after an amendment. Click the image to enlarge it on this page.

Step 19 — Complete leaves editing mode after an amendment.

Before you leave

• Confirm the correct patient, visit, doctor and date.
• Check that changes persisted and that no save error remains.
• Check medication, laboratory and follow-up entries separately.
• Pass billing and dispensing work to the assigned colleague in Checkout.

❓ FAQ

Does Complete mean the patient has paid?

No. It finishes the consultation. Check the bill's payment status and transaction records in Checkout separately.

Why is a clinical section missing?

Open Configure your panel and check Enable. Also check your account permissions. Panel settings and access permissions are separate.

I typed an instruction, but it disappeared. What happened?

Some fields search for a selectable item. Choose a result after typing. If you use Create, complete the creation form and confirm that the item appears in the medication row.

Why did applying a Symptoms template repeat the text?

In the demonstrated Free Text workflow, template content was appended. Review the resulting text after each use. Do not apply it repeatedly while waiting for a save.

The follow-up exists. Why is there no appointment?

A follow-up has its own date, assignee and status. No appointment scheduled means you still need to book and link an appointment if one is required.

Does a Pending laboratory record mean the result is ready?

No. Check the report, report date, attachments and status through your clinic's review process.

Are Files, Documents and Attachments the same list?

No. Files is the patient's uploaded-file list. Documents is the generated-document list. Attachments belongs to the current consultation. Laboratory records also have their own attachment area.

The print preview stalled. Should I select Create Document & Print again?

First close or cancel the browser preview and check Documents. Confirm whether a file was actually saved before trying again. During this demonstration, one Browser Print attempt stalled and Documents remained empty after reloading the saved visit. That attempt is not evidence of a saved document or a printed page.

Next

Continue to Checkout, Patient files and documents or Leads and follow-ups.