Healthcare Clinical Work

Consultations and Orders

Use this guide when a clinician needs to record the consultation and create prescriptions or billable service orders.

Select the patient for consultation

1. From the main dashboard, click Healthcare.
2. Click Consultations.
3. In the Waiting list, click the patient's name.
4. Confirm the selected patient name appears in the Clinical note panel.

Record the clinical note

1. Enter Practitioner.
2. Enter Symptoms.
3. Enter Examination notes.
4. Enter Diagnosis.
5. Enter Treatment plan.
6. Select a Follow-up date if follow-up is required.

Add a prescription

1. Stay on the selected consultation.
2. In the Prescription panel, enter Medication.
3. Enter Dosage, Frequency, and Duration.
4. Enter Instructions.
5. Click Add prescription.

Order and bill a service

1. In the Billable service order panel, click Service.
2. Select the lab, imaging, procedure, nursing, consultation, or other service.
3. Add order notes if needed.
4. Click Order and bill service.
5. Repeat for each billable service required by the visit.

Complete the consultation

1. Review the clinical note, prescriptions, and ordered services.
2. Click Complete consultation.
3. Open Healthcare, then click Encounters if the clinic needs to review completed clinical encounters.

Billable service orders depend on the service catalog. If a service is missing, ask an administrator to add it in Healthcare Billing before ordering it.