Manage a clinic visit from start to finish
Move from patient identification to care, billing, collection, and reports.
Platform · Last verified:
Starting route: /calendar, /flowboard, or patient details.
Our example is Deniz's patient Kaju visiting today. Check that you have not opened a previous visit or an unrelated sale. This workflow covers the web Platform; actions depend on your role.
1. Verify patient and customer
Search existing records before creating duplicates. Follow patient creation when needed. Distinguish historical context from today's findings.
2. Check appointment and visit
Find the appointment in Calendar and the visit in Flowboard. A scheduled event differs from actual attendance. Check patient, date, assignment, and state; use permitted check-in/examination actions.
Calendar states and Flowboard check-in, care, and checkout stages are different indicators. Do not infer one system's result from the other's label.
3. Prepare the examination
Create the correct examination or use the visit's existing record. Follow the SOAP guide. Check links before creating a second record for the same work.
4. Record performed care
Manage plans, prescriptions, vaccines, diagnostics, medication, or hospitalization in their product areas. Verify actual administration and inventory results through their records. A planned examination line does not prove performance.
Treatment/prescriptions · Vaccines.
5. Review billing
Check the sale's patient/customer and items. Do not manually duplicate examination-linked items. Review quantity, unit, tax-inclusive amount, discount, and stock source. See record a sale.
Where administration already consumed stock, do not treat the sale as a reason to deduct the same quantity again; inspect the record relationships.
6. Payment and outstanding balance
Creating a sale does not receive payment. Check amount/method and any remaining customer balance. Use open-balance collection for later payment, reviewing the amount allocated to each obligation.
7. Complete care, visit, and reports
Check that examination text is saved and complete the permitted signing flow. Reopen Flowboard to verify the visit state and links. Preview patient, content, and recipient before sharing a report.
Verify: correct patient/today's visit; examination/signature; performed care/stock; sale; payment/remaining balance; required report/share. Completing one does not prove the others completed.