Patient Records
Who uses it: Care Coordinator, Doctor Every patient has a profile in the system. This profile holds the patient’s name, age, contact details, address, medical conditions, current medicines, and known allergies. Any caregiver who is visiting the patient can look at this profile before they arrive so they are not walking in blind. Connects to: Everything. Every visit, every task, every medicine, every bill is linked to a patient record.Visit Scheduling
Who uses it: Care Coordinator When a new patient signs up or a returning patient needs another visit, the coordinator books a visit in the system. The booking records the date, time, which caregiver is going, and what type of service is needed (home consultation, wound dressing, blood test, physiotherapy, etc.). The patient receives an automatic text message confirming the visit. Connects to: The visit record (Patient Encounter) and billing.Home Visit Record
Who uses it: Doctor, Nurse This is the main record of what happened during a visit. The caregiver opens it at the patient’s home (on a phone or tablet), reviews the patient’s history, records their current complaints, checks their vital signs, documents their examination findings, writes down the diagnosis, and raises any orders (blood tests, medicines, procedures). When they are done, they submit the record and it becomes part of the patient’s permanent file. Requires: A scheduled visit. Connects to: Nursing tasks, observations, prescriptions, blood test orders, billing.Nursing Tasks
Who uses it: Nurse Before each visit, the system can have a checklist of tasks for the nurse to complete. When the nurse arrives and starts a task, they tap to record the start time. When they finish, they tap again. This gives the care business a clear log of exactly what was done and how long it took. Tasks might include cleaning a wound, changing a dressing, checking blood pressure, helping the patient exercise, or administering a medicine. Requires: A nursing checklist template must be set up. Connects to: Clinical procedures (a nursing task can be part of a wound dressing procedure).Wound Care and Clinical Procedures
Who uses it: Nurse, Doctor When a nurse performs a specific care procedure at the patient’s home (such as a wound dressing), it is recorded as a clinical procedure. This record includes what was done, which supplies were used, and how long the procedure took. The nurse can also take a photo of the wound and attach it to the record so the care team can see how the wound is progressing from one visit to the next. Requires: A procedure template must be set up (e.g., “Wound Dressing (Home Visit)”). Connects to: Nursing tasks, consumable stock (supplies are deducted from inventory automatically), billing.Patient Monitoring and Observations
Who uses it: Nurse, Doctor During each visit, structured observation checks are recorded:- Wound Photo: A photo uploaded to show the current state of the wound
- Dressing Changed: A yes/no record of whether the dressing was changed
- Feeding Ability: Whether the patient is eating on their own, needing help, or being tube-fed
- Mobility Level: Whether the patient can move independently, needs assistance, or is bedridden
Vital Signs
Who uses it: Nurse, Doctor At each visit, the caregiver records the patient’s vital signs: blood pressure, heart rate, temperature, oxygen level, blood sugar reading (for diabetic patients), and body weight. These readings are stored against the visit and appear in the patient’s history so changes over time are visible. Connects to: Home visit record, patient history.Home Blood Tests
Who uses it: Doctor, Lab User The doctor can order a blood test during a home visit. A lab technician is then scheduled to visit the patient’s home, collect the blood sample, and send it to the laboratory. When the results come back, they are entered into the system and the doctor reviews them. The results are stored in the patient’s record and can be shared with the patient through the portal or by SMS. Requires: Lab test templates must be set up for each type of test. Connects to: Visit record, patient history, billing.Prescriptions
Who uses it: Doctor When a doctor visits a patient at home and decides they need medicine, they raise a prescription from the visit record. The prescription lists each medicine, the dose, how often to take it, and for how many days. The prescription can be printed for the patient, sent to the pharmacy for dispensing, or shared through the patient portal. Connects to: Pharmacy dispensing, patient history.Pharmacy
Who uses it: Pharmacist The system includes a point-of-sale pharmacy counter. When a patient needs medicines, the pharmacist opens the pharmacy screen, scans or selects the items, collects payment, and issues the medicines. Stock is automatically deducted from the pharmacy inventory. The pharmacy can dispense prescription medicines as well as over-the-counter supplies. Requires: Items must be added to the pharmacy stock. A POS profile must be configured. Connects to: Billing, stock management.Medical Supplies Stock
Who uses it: Care Coordinator, Admin Every supply used during a home visit (gauze pads, bandages, betadine solution, gloves, tape) is tracked in inventory. When a nurse uses supplies during a wound dressing, those supplies are automatically removed from the stock count. This lets you know when to reorder so you are never short of essentials. Connects to: Clinical procedures (supplies are consumed per visit).Billing and Invoicing
Who uses it: Care Coordinator, Admin After each visit, a bill is generated for everything that happened: the home visit fee, any procedures performed, any medicines given, and any blood tests ordered. The system shows you which visits have not been billed yet so nothing gets missed. Bills can be sent to the patient, to insurance, or to a corporate client who is paying for the care. Requires: Billing items must be linked to all procedure and appointment templates. Connects to: All clinical records (every service generates a billing entry).Caregiver Management
Who uses it: Admin Each doctor and nurse has a profile in the system with their name, speciality, and availability schedule. This schedule is what the visit booking system uses to show which caregivers are free at any given time. You can set up different schedules for different days of the week. Connects to: Visit scheduling.Reports and Dashboard
Who uses it: Admin, Business Owner Built-in charts and reports show how many visits happened, which services are most in demand, which caregivers are busiest, how many procedures are pending billing, and more. These help you run the business intelligently rather than guessing. Connects to: All records in the system.Automated Messages
Who uses it: System (runs automatically without any manual action) The system automatically sends SMS messages to patients when:- A visit is booked (confirmation message)
- A visit is coming up soon (reminder message)
- A blood test result is ready