Consultations (doctor workspace)
The doctor's consultation queue and workspace - tabs, Begin Consultation, the consultation form, and what one submit records.
Consultations is the doctor's daily workspace. It lists the doctor's appointments, and opening one shows the patient's details, history and the consultation form. Submitting that form records the notes, issues the prescription, orders tests and records any advised packages in one step. This page is for doctors and for administrators who supervise clinics.
Who sees Consultations
Consultations appears in the sidebar for staff whose staff type is Doctor, and for administrators. Doctors see their own appointments. Users who are allowed to assign appointments to doctors see every doctor's appointments at the selected centre. Which menu items each staff type sees is explained in Roles, navigation and switchers.
The consultation queue
The queue shows appointments that are Confirmed, Checked in, In progress or Completed, for the selected centre and date range. The date range is today when the page opens; widen it to see other days.
Tab | Shows |
|---|---|
All | Every appointment in the date range |
Pending | Confirmed appointments for today, and every checked-in appointment |
Upcoming | Confirmed appointments later than now |
Completed | Completed appointments |
Column | What it shows |
|---|---|
# | Position in the list, in slot order |
Patient | Name, age and gender. Click the name to open the appointment in view mode. |
Visit Type | New, Existing, Follow-Up or Repeat |
Time / Slot | Date and slot time |
Wait Time | The gap between the slot start time and the time the patient checked in, early or late. A dash means the patient has not checked in. |
Status | The appointment status |
Actions | The main button for the row (see below) |
The button in the Actions column changes with the appointment:
Appointment | Button |
|---|---|
Checked in today | Begin Consultation |
In progress today | Continue Consultation |
Completed today | Re-Consult |
Any other case | View Details |
Use the export button to download the visible rows as a CSV file with patient name, age, gender, visit type, date and time, slot, wait time and status. The Tasks button above the list opens your task worklist; see Your task worklist.
The consultation workspace
Opening an appointment shows the patient header (name, visit type, Age, Gender, Blood Group, First Visit, Last Visit and Doctor) with an IVY says summary, and these tabs:
Tab | What it is for |
|---|---|
Consultation Notes | The doctor's form (Doctor's page placement): notes, diagnosis, prescription, tests and packages |
Record Vitals | The vitals form (Nurse's page placement), if the doctor records vitals |
Case Record | All the patient's appointments, with their reports, vitals and prescriptions |
Medical History | A searchable feed of reports, vitals and documents, with Upload Document |
Logs | A day-by-day timeline of clinical activity for the patient |
Patient Analytics | Not available yet (shows a coming-soon notice) |
Profile & Documents | Profile details, KYC, consent forms and financial documents |
For an appointment dated before today, the Consultation Notes tab is hidden and the workspace opens on Record Vitals. You can review the record but not add a new consultation.
Running a consultation
Open the patient
DoctorConsultations
Find the patient on the Pending tab and click Begin Consultation.
Expected result: The workspace opens on the Consultation Notes tab. The form is greyed out behind a Begin Consultation button.
Start the consultation
Click Begin Consultation over the form.
Expected result: You see Consultation started. The appointment moves to In progress and the form becomes available.
Choose the form, if needed
If your hospital publishes more than one consultation form, click the form picker next to the tabs and choose the form for this visit. The first published form is selected by default.
Fill in the form
Enter the complaint, findings, diagnosis, medicines, tests and advice your form asks for. If voice dictation is switched on for your hospital, you can dictate instead of typing; see IVY AI insights and dictation.
Submit
Click the form's submit button.
Expected result: You see Consultation form submitted and return to the consultation queue. The note is saved, the prescription is issued with its PDF, the tests are ordered and any advised packages are recorded.
Review the prescription before you submit
There is no draft prescription in LeapHealthOS. The moment you submit, the prescription is issued, its PDF is generated and the patient can be notified. You cannot edit or cancel an issued prescription from any screen. Check every medicine, dose, frequency, duration and test before you submit.
Each submit creates a new note and, if the form has a prescription section, a new prescription. It does not change the earlier ones. Submitting twice for the same patient therefore gives the patient two prescriptions.
Depending on how your forms are configured, submitting can also complete the appointment, if the form carries an end-consultation action. The Auto-Complete on Prescription setting completes only appointments that are still Checked in; after you click Begin Consultation the appointment is In progress, so that setting does not complete it. See Appointment and slot settings.
Advising a package
If your consultation form has a packages section, the doctor picks one or more packages from your catalog and can add why each was advised.
The front desk sees open advice as a Bill package action in the task details for that appointment; see Working a task. Once the package is billed, the Bill package action no longer appears for it. When the package bill is paid, the package becomes active for the patient.
Withdrawing advice
There is no screen to withdraw an advised package or to record that the patient declined it. Open advice keeps showing as a Bill package action until the package is billed.
Case Record, Medical History and Logs
- Case Record lists every appointment of the patient, eight per page, with the chips All, Upcoming (confirmed), Pending (draft or checked in) and Completed. A completed appointment shows View Reports, View Vitals and View Prescription where they exist. Each card has an IVY appointment summary.
- Medical History merges reports, valid vitals snapshots and active documents into one list. Search with Search reports & vitals, select an item to view it, and read IVY's summary of it on the right. Load more documents fetches older documents.
- Logs shows clinical events grouped by day, such as Vitals, Test Ordered, Report Verified, Report Delivered and Prescription Issued, each with a button to view the details.
Saved notes are not shown
LeapHealthOS does not yet show a saved consultation note anywhere after you submit it. The prescription PDF shows the diagnosis summary and advice from the prescription section. Notes also cannot be signed from any screen today.
Troubleshooting
Last updated on
Clinical forms and placements
How the doctor, nurse and lab forms work in LeapHealthOS, where each form appears, and what one form submit records in the patient's file.
Care Station and the Units board
The nurse's Care Station - the vitals queue for checked-in patients, recording vitals, and the Units board for beds and rooms.