Consultations

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This screen lists your practice consultations. Filter by patient or dates, open a visit to edit it, and generate a consultation or prescription PDF.

How to get here

In the left menu choose Consultations list. You can also use View consultations on the dashboard.

What you see

The title is Recent consultations. The description is Filter consultations by patient or date range.

Filters:

  • Patient: search for one person or leave All patients.
  • Date range: open the calendar (Pick a date range / Pick a date).

Active filters show badges (Patient:, Date range:) and Clear all.

The table shows Patient, Consultation date, and Quick actions. Hover a row to see View consultation.

Filter the list

  1. Pick a patient in Search patient....
  2. Optionally pick a day or range (two months are shown).
  3. Pagination resets to page 1 when filters change.
  4. Remove one filter with the badge X, or use Clear all.

No matches: No consultations match your current filters. No data yet: No consultations found.

Open a visit or generate a PDF

  1. Click a row to edit that consultation.
  2. In the ⋯ Quick actions menu:
    • Generate consultation PDF
    • Generate prescription PDF

Those options stay disabled until you assign a default template for consultations or prescriptions.

The list shows 25 consultations per page.

If the list fails to load

You will see Unable to load consultations and Try again. Retry, then refresh if it continues.

Tip

Use the date filter to review one clinic day or last week before you generate documents.

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