The Visit Page
The doctor's full-screen workspace for a visit: earlier visits, the visit record, prescription and orders, procedures, Facts, and the AI briefing
The visit page is where a doctor works a visit from start to finish. It puts the patient, their history, and everything you write for this visit on one screen, and it updates live while reception works on the same patient.
Opening a visit
As a doctor, tap any booking on the Board or Calendar in Appointments (or in the Doctor Portal). The patient's page opens straight on the visit, full width.
Reception, admins and the owner don't land here when they tap a card. They get the appointment sheet instead, which has an Open visit button that opens this page read-only.
A doctor can only open their own visits. If you are an owner or admin who is also a doctor, you can write on the visits that are booked with you.
The top bar
The top bar stays in view while you scroll.
- The patient's name, the visit status (Reserved, Arrived, In exam, Completed, Cancelled or No-show), a First visit badge when this is the patient's first visit to your clinic, and the queue number (for example
#4) for walk-in doctors. - Gender, age, phone, the visit date, the time (for timed bookings), and the doctor.
- Assistant - opens the Docistra assistant in a side drawer, already set to this patient. Ask about the patient or attach a paper (a lab result, an old prescription), and it files uploads to this patient. See Doctor Assistant.
- Full record - switches to the patient's full profile with all its tabs. Tap Back to the visit to return; what you typed is kept.
- Write MR - (the visit's doctor) opens the medical report window; the report is linked to this visit. See Medical Reports.
- End visit - marks the visit Completed and takes you back to Appointments. Once completed, the button is replaced by Visit completed.
A second row shows the patient at a glance:
| Item | What it shows |
|---|---|
| Earlier visits | How many visits the patient had before this one, or None |
| Last visit | The date of the most recent earlier visit |
| Total paid | Everything the patient has paid your clinic |
| Allergy chips | Each recorded allergy, in red |
| Chronic condition chips | Each recorded chronic condition, in amber |
When the patient is already marked Arrived for today and the doctor opens the visit, it moves to In exam by itself. You don't need to tap Start exam.
Previous visits
Under the top bar, Previous visits shows each earlier visit as a card, newest first, with a count in the header. Tap the header to collapse or expand the row; it starts open.
Each card shows the date, the doctor, the branch, and what was paid. Below that are the first sections that were recorded: complaint, examination, lab and radiology results (including the tests and scans ordered), provisional diagnosis, management plan, procedures, and the prescription. Tap All details to see everything on the card, and Less to fold it again.
For a new patient the row reads "This is the patient's first visit, no earlier visits."
This visit
The main column holds the visit itself, under This visit. If the patient or reception wrote a complaint or notes when booking, they appear on top as Complaint when booking and Booking notes.
The sections follow the order of a clinical note:
| Section | What you write |
|---|---|
| Complaint | The patient's complaint. The booking complaint shows as a hint until you type. |
| Examination | Examination findings |
| Investigation results | Two boxes: Lab and Radiology |
| Provisional diagnosis | Your working diagnosis |
| Management plan | The treatment plan |
| Prescription & orders | Medicines, lab tests and scans. See Prescriptions. |
| Procedures | Procedures done in the visit, from your catalog |
Autosave
There is no save button. Each box saves when you click or tap away from it. You'll see Saving... and then Saved next to the box, or Not saved if something went wrong (type again and click away to retry). End visit saves the box you are typing in before it closes the visit.
Procedures
Tap Add procedure, search your clinic's catalog, and pick one. It is added at its catalog price, which you can change for this visit. Tap a procedure to see the items it uses and adjust their quantities, and tap the cross to remove it. If the catalog is empty, use Add procedures to set it up. See Procedures.
Under the list, a bill box shows Visit fee, Procedures, Total, Paid, and Remaining when something is still owed. Once a visit is fully paid, only a manager can change its procedures.
Visit notes
Below the sections, Doctor notes holds chart notes with attachments (photos or PDFs). Write a note, tap Attach if needed, then Save. Notes from earlier visits appear here too.
The side column
Next to the visit (below it on phones):
- Facts - the patient's lasting history, such as "Diabetic since 2020" or "Appendectomy 2015". Facts you add here are linked to this visit. See Facts.
- AI briefing - tap Summarize for a short AI briefing built from the patient's whole record. See AI briefing.
- Medical alerts - allergies, chronic conditions and current medications, with Edit.
- The patient's Assigned doctor, when one is set.
Live updates
You never need to refresh. The visit status, the sections, earlier visits, payments, procedures, prescriptions, orders, Facts, visit notes and the patient's details all update as soon as anyone changes them. If a box changes elsewhere while you are typing in it, your unsaved typing is kept.
Who can edit
| Who | What they can do |
|---|---|
| The visit's doctor | Write every section, the prescription and orders, Facts, and end the visit |
| Reception, admins, owner | Read the visit (sections show as plain text). They can still add procedures and record payments from the appointment sheet. |
Ending the visit and booking a follow-up
Tap End visit when you're done. You'll see "Visit completed" and return to Appointments.
Follow-ups are booked by reception from the appointment sheet with Book follow-up. The new booking is saved as a follow-up of this visit, with the same doctor, and is priced at the doctor's follow-up fee instead of the full visit fee.