Counselling
The counsellor's session list and session view - booking advised tests, managing upcoming appointments, billing overview, and the current Counsellor Notes limitation.
Counselling is the counsellor's workspace. It lists the centre's appointments, and opening one shows the patient's record with tools to book the tests the doctor advised and to manage the patient's upcoming appointments. This page is for counsellors and the administrators who support them.
Counsellor Notes are not saved
The Counsellor Notes text box and its Save button do not store anything. Clicking Save shows Note saved, but the text is lost as soon as you leave or reload the page, and nobody else can see it. Do not rely on Counsellor Notes for anything you need to keep. If the patient has an open task, you can keep a saved record of the conversation as a note on that task; see Working a task.
Who sees Counselling
Counselling appears in the sidebar for staff whose staff type is Counsellor, and for administrators.
The session list
The list shows the selected centre's appointments in the date range (today by default). It is not limited to sessions booked with you: every counsellor sees all of the centre's appointments.
Tab | Shows |
|---|---|
All | Every appointment in the date range |
Pending | Confirmed appointments for today, and every checked-in appointment |
Completed | Completed appointments |
Columns: #, Patient (name, age, gender), Visit Type, Doctor, Time / Slot, Status and Actions. Statuses read Upcoming, Checked-In, In Progress or Completed. Cancelled, no-show and expired appointments are not listed. Click View Session to open the patient.
The session view
Tab | What it is for |
|---|---|
Counsellor Notes | A notes box (not saved, see above) and the Next Task list of tests to book |
Record Vitals | The vitals form (Nurse's page placement). After you submit, you return to Counsellor Notes. |
Case Record | All of the patient's appointments, with actions on upcoming ones |
Medical History | Reports, vitals and documents, with Upload Document |
Logs | The patient's clinical timeline |
Billings | The patient's bills and payments |
Patient Analytics | Not available yet |
Booking the tests a doctor advised
When the doctor has ordered tests that are not booked yet, the Counsellor Notes tab shows a Next Task panel with up to 10 of them. Each test shows when it is due:
Shown | Meaning |
|---|---|
A date with Overdue | The due date has passed |
Due Today | Due today |
In N days or In N weeks | Time left until the due date |
Open the session
CounsellorCounselling
Click View Session for the patient.
Expected result: The session opens on the Counsellor Notes tab. Ordered tests are listed under Next Task.
Start the booking
Click Book Appointment on the test.
Expected result: The booking wizard opens with the patient, the test's service and the test request filled in.
Complete the booking
Choose the centre, slot and payment as usual. See Booking an appointment.
Expected result: When the appointment is confirmed, the test becomes Scheduled and appears in the lab's Test worklist.
Go To Main Consultation under each test opens the patient's Case Record tab, where you can see the consultation the test came from.
For what happens to the test next, see Tests worklist and reports.
Managing upcoming appointments
On the Case Record tab, each future appointment with the status Confirmed offers three actions to counsellors:
Action | What it does |
|---|---|
Send Reminder | Sends the patient an appointment reminder. You see Reminder sent successfully. |
Reschedule | Opens the booking wizard to move the appointment. See Rescheduling, cancellation and refunds. |
Cancel | Cancels the appointment straight away. You see Appointment cancelled successfully. |
Cancel acts immediately
Cancel on the Case Record does not ask you to confirm and does not ask for a reason. The appointment is cancelled the moment you click. Make sure you have the right appointment before clicking.
Completed appointments show View Reports, View Vitals and View Prescription where they exist, and every card has an IVY summary of the appointment.
The Billings tab
The Billings tab summarises the patient's money position with Total Paid, Pending and Next Amount, and lists their bills. Use View Invoice to open an invoice. To take a payment, see Creating a payment and collecting money.
Troubleshooting
Last updated on
Tests worklist and reports
How tests are ordered, booked and worked in the Test worklist, how one lab submit verifies and delivers the report, and the test statuses.
Document checklist and consents
The patient's KYC, medical and consent document checklist - statuses, partner documents, uploading and replacing files, and generated documents.