The Number Cards (Your Live Counters)
At the top of the workspace, four cards give you an instant snapshot of the current state of your practice.
Each card shows a percentage change compared to the previous period, so you can immediately see if today is busier or quieter than yesterday.
The Appointments Chart
Below the number cards, a bar chart shows appointment volume by day (excluding cancelled appointments). Use this to:- Identify which days of the week are busiest for bookings
- See whether appointment volume is growing over time
- Spot patterns (e.g., more post-op visits after a surgery day)
Your Shortcuts
The shortcuts row gives you one-click access to the most commonly used lists. Each shortcut shows a live count.The Category Cards
Below the shortcuts, the workspace is divided into grouped cards. Each card is a set of related records.Masters
Setup records you need to configure before using the system:- Patient - all registered patients
- Healthcare Practitioner - all ophthalmologists, optometrists, and clinical staff
- Practitioner Schedule - each doctor/optometrist’s availability timetable
- Medical Department - departments (Ophthalmology, Optometry, Glaucoma, Retina, Paediatric Ophthalmology, etc.)
- Patient Care Type - categories (Outpatient, Inpatient, Day Surgery)
Consultation
Records created during each patient visit:- Patient Appointment - all bookings
- Vital Signs - pre-screening measurements (blood pressure, weight - also used for pre-op assessments)
- Patient Encounter - the eye examination record
- Clinical Procedure - investigations and procedures performed
- Fee Validity - free follow-up tracking
Orders
Formal clinical orders issued by the doctor:- Service Request - orders for investigations (OCT, visual fields, etc.) and referrals
- Medication Request - formal prescription orders
Inpatient
Records for surgical admissions or day procedures:- Inpatient Record - the main record for each admitted patient
- Inpatient Medication Order - medications scheduled for an admitted patient
- Inpatient Medication Entry - records of doses actually given
Diagnostic Module
For structured investigation results (imaging, OCT, visual fields):- Diagnostic Report - groups multiple observations into a single investigation report
- Observation - individual clinical measurement or finding
- Observation Template - defines each investigation type and its result format
Laboratory
For pre-operative and other blood/culture tests:- Lab Test - individual test records
- Sample Collection - samples collected from patients
Nursing
Daily care tasks for admitted patients and pre/post-operative nursing:- Nursing Task - care tasks assigned to ophthalmic nurses
- Healthcare Activity - general activity log
- Nursing Checklist Template - standard pre-op and post-op checklists
Records and History
Patient clinical timeline:- Patient History - full chronological timeline of every record for a patient
- Patient Progress - therapy and progress tracking view
- Patient Medical Record - the underlying medical record entries
Reports
Three built-in analytical reports:- Patient Appointment Analytics - appointment volumes by doctor, department, or appointment type
- Lab Test Report - status of all lab tests
- Diagnosis Trends - which eye diagnoses are most common
Consultation Setup
Configuration records for examination content:- Appointment Type - types of visits (Eye Examination, Refraction, Glaucoma Screening, Post-op, etc.)
- Clinical Procedure Template - standard templates for each investigation/procedure type
- Treatment Plan Template - care plan templates for common conditions (e.g., Diabetic Eye Disease Management)
- Dosage Form - how medications are delivered (eye drops, tablets, injections, ointment)
- Prescription Dosage - dosage instructions
- Prescription Duration - duration options
- Complaint - standard complaints (blurry vision, eye pain, floaters, redness, etc.)
- Diagnosis - standard diagnoses (cataract, glaucoma, refractive error, dry eye, AMD, etc.)
Laboratory Setup
Configuration for the lab:- Lab Test Template - defines each test and its parameters
- Lab Test Sample - sample types (Blood, Conjunctival Swab, etc.)
- Lab Test UOM - units of measurement
Service Units
Room and bay configuration:- Healthcare Service Unit - examination rooms, surgical bays, laser rooms, and overnight beds
- Healthcare Service Unit Type - categories (Consultation Room, OT, Day Surgery Bay, Laser Room)
Settings
- Healthcare Settings - master configuration for the entire system
- Patient History Settings - which record types appear in patient history
Role-Based Access: Who Sees What
The Healthcare Analytics Dashboard
Click the Dashboard shortcut to open the full analytics view. It shows:- Clinical Procedures by type (which investigations/procedures are most common)
- Clinical Procedures by status (how many are pending vs completed)
- Department-wise appointment distribution (ophthalmology vs optometry split)
- Most common diagnoses (cataract, glaucoma, refractive error, etc.)
- Inpatient status breakdown (day surgery census)
- Lab Tests by type
- Most common patient complaints (blurry vision, eye pain, redness, floaters)