Consultations¶
A consultation is one encounter between a practitioner and a patient. It records why the patient came, what was found and what was decided.
The list of consultations¶
Practice → Consultations lists the consultations, the latest first: date, reference, patient, practitioner, place, reason and status. Switch to the calendar to see them by week.
The search offers In Progress, Done, At the Practice, Home Visits and Date, and grouping by Patient, Practitioner or Date.
Start a consultation¶
From an appointment: Start Consultation (see Appointments).
Without an appointment: click New in Practice → Consultations.
Fill in:
Patient and Practitioner (you, by default);
Reason: why the patient came, in a few words;
Date and Place: At the Practice or Home Visit;
Appointment: the appointment it honours, if it was booked. Choosing it fills in the patient, the practitioner, the date and the reason.
Each consultation gets a reference that follows the year: CONS/2026/00001.
The SOAP note¶
The SOAP Note tab has four headings:
Subjective: the complaint and the history, what the patient says;
Objective: the examination and the measurements;
Assessment: the diagnosis, the problem;
Plan: the treatment, the follow-up, the referral.
Close the consultation¶
Status |
Meaning |
|---|---|
In Progress |
The consultation is being written. |
Done |
Closed: the consultation is read-only. |
Cancelled |
It did not take place. |
Close Consultation sets it to Done; its appointment shows Seen.
Reopen puts a done or cancelled consultation back in progress.
Cancel cancels a consultation in progress.
The thread at the bottom keeps the messages and every change of patient, practitioner, date, place, reason and status, with who made it and when.
Bill the consultation¶
The Acts tab lists the acts performed during the consultation, and Create Invoice turns them into the patient’s invoice: see Per-act billing.