The Number Cards (Your Live Counters)
At the top of the workspace, four number cards give you an instant snapshot of what is happening right now.
Each card shows a percentage change compared to the previous period, so you can see immediately if your clinic is busier or quieter than yesterday.
The Appointment Chart
Below the number cards, a bar chart shows the number of appointments over time (by appointment date, excluding cancelled). Use this to see:- Which days are the busiest
- Whether appointment volume is growing over weeks or months
- Seasonal patterns in patient visits
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 (Records and Masters)
Below the shortcuts, the workspace is divided into category cards. Each card is a group of related records.Masters
Setup records you need to configure before using the clinic:- Patient - all registered patients
- Healthcare Practitioner - all doctors and clinical staff
- Practitioner Schedule - each doctor’s availability timetable
- Medical Department - departments (General Medicine, Gynaecology, Paediatrics, etc.)
- Patient Care Type - categories of patient care (Inpatient, Outpatient, etc.)
Consultation
Records created during a patient visit:- Patient Appointment - bookings
- Vital Signs - measurements taken before the consultation
- Patient Encounter - the doctor’s consultation record
- Clinical Procedure - in-clinic procedures performed
- Fee Validity - free follow-up tracking
Orders
Formal clinical orders issued by doctors:- Service Request - orders for therapy, procedures, and referrals
- Medication Request - formal prescription orders for dispensing
Inpatient
Records for admitted patients:- Inpatient Record - the main record for each admission
- Inpatient Medication Order - medications scheduled for an inpatient
- Inpatient Medication Entry - records when each dose was actually given
Rehabilitation and Physiotherapy
For clinics that also provide physiotherapy:- Therapy Session - individual physiotherapy sessions
- Patient Assessment - standardised scoring of patient condition
- Therapy Plan - a plan of multiple therapy sessions
Diagnostic Module
For structured clinical observations and imaging:- Diagnostic Report - groups multiple observations into a single report
- Observation - individual structured measurement or finding
- Observation Template - the standard template defining what each observation captures
Nursing
Tasks and activity records for nursing staff:- Nursing Task - individual care tasks assigned to nurses
- Healthcare Activity - general activity log
- Nursing Checklist Template - standard checklists for care routines
Laboratory
Lab testing records:- Lab Test - individual test records
- Sample Collection - records of samples collected from patients
Records and History
Patient timeline and documentation:- Patient History - a chronological timeline of every record linked to a patient
- Patient Progress - therapy and assessment progress view
- Patient Medical Record - the underlying records in the patient history
Reports
Three built-in analytical reports:- Patient Appointment Analytics - appointment volumes over time by department, practitioner, or type
- Lab Test Report - status of all lab tests with filtering
- Diagnosis Trends - which diagnoses are most common over a period
Consultation Setup
Configuration records for consultation content:- Appointment Type - types of visits (General Consultation, Follow-up, Procedure)
- Clinical Procedure Template - standard templates for each procedure type
- Treatment Plan Template - care plan templates for common conditions
- Dosage Form - how medications are delivered (tablet, syrup, injection)
- Prescription Dosage - dosage instructions (1-0-1, 0-0-1, etc.)
- Prescription Duration - duration options (5 days, 10 days, 1 month)
- Complaint - standard symptom/complaint codes
- Diagnosis - standard diagnosis codes
Laboratory Setup
Configuration records for the lab:- Lab Test Template - defines each test and its result parameters
- Lab Test Sample - sample types (Blood, Urine, Swab)
- Lab Test UOM - units of measurement for results
- Antibiotic - antibiotic names for culture sensitivity tests
- Sensitivity - sensitivity result options (Sensitive, Resistant, Intermediate)
Service Units
Room and bed configuration:- Healthcare Service Unit - individual rooms, beds, and consultation areas
- Healthcare Service Unit Type - categories (Ward, Private Room, Consultation Room, OT)
Settings
System configuration:- Healthcare Settings - master configuration for the entire clinic system
- Patient History Settings - controls what record types appear in patient history
Role-Based Access: Who Sees What
Not every role sees every card. The workspace is shown to all healthcare roles, but individual records are permission-controlled.The Healthcare Analytics Dashboard
Click the Dashboard shortcut to open the full analytics dashboard. It shows charts that are not on the workspace:- Clinical Procedures by template type
- Clinical Procedures by status
- Department-wise appointment distribution
- Most common diagnoses
- Inpatient Record statuses
- Lab Tests by test type
- Most common symptoms (complaints)