Visit Form

Patient--> Visiti Form

HamaraCRM Help

Last Update hace 7 meses

What is a Visit Form?

The "Visit Form" serves as the primary confirmation of a patient's appointment at the clinic. It is used by the Front Desk Officer (FDO) to officially confirm the scheduled visit. Certainly, other functions include:

  • Visit Confirmation: The form is used to confirm the patient's appointment or scheduled visit with the FDO(Front Desk Officer). This confirmation helps ensure that the patient is aware of the appointment date and time.
  • Doctor Assignment: "Assigning a required or available doctor to a patient for a scheduled visit is the responsibility of the Front Desk Officer (FDO)."
  • Consultation Fee Payment: Patients must make payment for the consult fee linked to their visit before they are granted access to consult with a doctor(Case Sheet).
  • Appointment Details: The form contains essential appointment details, such as the date and time of the visit, etc.
  • Patient Information: It includes basic patient information, such as the patient's name, contact details, and personal details.


How to make effective use of the Visit Form?


When a patient comes to the clinic for a scheduled appointment or as a walk-in, the Front Desk Officer (FDO) will use the Visit Form to confirm the visit, assign a doctor, collect additional patient details, and document the consultation fee.

Front Desk Officer (FDO)

The Patients Dropdown Navigation Menu displays the Patient Visit Form module, then Click the module opens the Patient Visit Form-Visit Calendar.


Then the visit calendar page will be displayed, and the three options will be their Mobile number, Registration ID, and Appointment Date.

To Click on "View" for Mobile Number or Registration ID, you can access the specific appointment details for a particular patient. For "Appointment Date," you can view the comprehensive appointment details for a particular day.

There are two options to visit Schedule an appointment:

  • Visit by Edit
  • Quick Visit

Patient Visit Form-Visit Calendar

Click on "Visit by Edit," there are options to make changes to patient details and courier Address, Assign a doctor /Select a Slot, and then either proceed to Submit the changes or option to Cancel the appointment Appointment Visit Cancel.




Visit Calendar

Visit Form-Visit Form by Edit

Quick Visit:

Click on "Quick Visit" triggers a pop-up window where you can select a doctor and a time slot.


Visit Form -Quick Visit

Visit Form -Quick Visit-Select the Doctor in the drop-down of Doctor Name

Select the Available slot time of a Doctor in the drop-down of Slot

If need to change the Patient's assigned Doctor Click on the Doctor Change Icon.


Select a Doctor From the Doctor Name drop-down and Click on Submit.

Patient Visit Form-Visit Calendar

Visit Form-Doctor Change

Visit Form-Doctor Change- Select From Dropdown

Visit Form-Doctor Change -Submit

Doctor Talk Appointment Visit

If the Doctor Talk Appointment for a Patient visit to the Clinic the templates will be Sent to patient Whatsapp. 

Next, Follow to Consult Fee-->Consult Fee

FAQ

1. What Is a Visit Form?

2. How to make effective use of the Visit Form?

3. Patient Visit Form-Visit Calendar

4. Visit Form-Visit Form By Edit

5. Visit Form -Quick Visit

6. Visit Form -Quick Visit

7. Visit Form -Quick Visit

8. Patient Visit Form-Visit Calendar

9. Visit Form-Doctor Change

10. Visit Form-Doctor Change

11. Visit Form-Doctor Change

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