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Written forDoctor

The consultation and the visit note

Start a consultation, write and sign the note, and finish the visit with a prescription, a test order, an invoice or a follow-up.

Last reviewed: 2026-10-24

Write the note

The visit form follows the specialty chosen in the doctor's profile. The first five fields are the same in every form: Reason for visit, History, Examination, Assessment and Plan. Rarely used fields are under More fields, and there is a box for Free notes.

Numbers and findings are saved as you type them. The system calculates no scores or percentages and suggests no diagnosis: the clinical decision is yours.

  1. Press Start consultation on Today, then Open consultation.

  2. Fill in the form. Press Save draft whenever you like.

  3. When the note is complete press Sign the note.

After the visit

The box After the visit has the next actions:

  1. Press Finish consultation when everything is done.

  • New prescription: see prescriptions.
  • Order a test: see tests and results.
  • Create invoice: the appointment needs a service, and the service needs a price; otherwise the page asks you to choose a service.
  • Book follow-up: opens the appointment form for the same patient.

Automatic drafts

If the owner has switched on Automatic drafts (optional) and the system is set up for it, you can press Draft a summary (automatic). The result is only a draft: you read it, you decide whether to add it to the free notes, and nothing is saved on its own. It never prescribes, orders or releases anything. Without the owner's choice the buttons do not appear, and everything else works the same.

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Still need help?

Tell us which screen you were on and what happened. Do not send any patient information.

No contact channel has been published for this site yet. The clinic owner or a doctor can open a support request from inside the application, or you can request a demo.

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