Category: Consultations

Use the Consultations feature to record, document, and process your healthcare service encounters with your patients. This is essential for your In-person Visits and Video Consultations, but can also be used for further documentation of asynchronous services such as Patient Questions or Remote Monitoring services. Viewing Consultations Under the main Consultations view, Providers can view […]

The Encounter Log is where you record your observations during the consultation with your patient. You can easily do this by recording the patient–provider conversation during an in-person encounter or by dictating an overview of the encounter, and then transcribing the conversation. You can also add text notes during the encounter, capturing observations and other […]

After logging the patient encounter under the Encounter Log, you can use the AI Scribe to draft a structured, professionally formatted clinical document. Drafting a New Document with AI Scribe: To create a new document, Start by selecting the appropriate template, such as a SOAP Note or Patient Visit Summary, etc. Creating a Document using […]

In situations where the Healthcare Provider cannot log an encounter, lacks sufficient credits, or the organization has disabled the AI Scribe functionality, or for any other reasons, the Type feature provides an alternative way to create consultation documents without using AI. You can create multiple consultation documents for a single patient encounter. Drafting a New […]

During a consultation, a healthcare provider can record the encounter, create consultation documents, add prescriptions, lab orders and next steps associated with the encounter. The provider can also view the medications that the patient is on under the patient’s health profile summary. Managing Prescriptions for Patient Visits: To create a Medication Prescription, Start by clicking […]

During a consultation, a healthcare provider can record the encounter, create consultation documents, add prescriptions, lab orders and next steps associated with the encounter. The provider can also view the medications that the patient is on under the patient’s health profile summary. Managing Prescriptions for Patient Visits: To create a Lab Tests during a Consultation, […]

The Billing section helps healthcare providers manage and track payment details related to each consultation. It provides a clear view of all billable services tied to the patient’s visit, including those linked to the appointment. If the consultation is linked to an associate appointment, the payment status for that appointment will be available in the […]

Once a consultation is complete, the next phase is to ensure the patient’s care journey continues smoothly. The Next Steps section allows healthcare providers to schedule follow-ups, assign monitoring plans, and set care goals—all from one place. Schedule a Follow-Up Appointment After completing the consultation and related documentation, the provider can schedule the next appointment […]

What’s New in Enhanced Consultations   AI Scribe Feature Automatically generate consultation notes from conversations with intelligent AI assistance that understands medical terminology and context. Multiple Documents Create multiple consultation documents with individual visibility settings for better organization and privacy control. Audio Transcription Record and transcribe conversations with advanced audio processing and real-time accuracy. Integrated […]

Create your own template for the AI Scribe to use when generating Consultation Documents. Creating a Template with AI Assistant If your organization has enabled template creation permissions, you can create your own custom templates by navigating to the AI Templates section (top-right of the Consultations page) and clicking “Add Note Template.” Steps to Create […]