Getting Around

When you log in to Bizaxl and open the Home Care workspace, you will see everything you need to run the day’s operations. This page walks you through what is in the workspace and where to find each feature.

Opening the Home Care Workspace

After you log in, look for Home Care in the left sidebar, or use the search bar (press /) and type “Home Care”.

Home Care workspace showing the five card sections: Masters, Orders, Consultation, Nurse, and Pharmacy

Quick Shortcuts at the Top

At the top of the workspace you will see two quick links:

Shortcut	What It Opens
Healthcare Service Unit	The list of locations where care is delivered
Healthcare Practitioner	The list of doctors and nurses on your team
Dashboard	Charts and numbers showing how the business is performing

The Five Sections of the Workspace

The workspace is organised into five sections. Here is what each one contains.

Masters

This section holds the setup records. You come here when you are first setting up the system or when something needs to be updated.

Link	What It Is in Plain Language
Patient	The list of all your patients. Click here to register a new patient or look up an existing one.
Healthcare Practitioner	The list of all your nurses and doctors.
Practitioner Schedule	The days and hours each doctor or nurse is available for visits.
Medical Department	The types of care you offer (Home Care, Nursing, Physiotherapy, etc.).
Patient Care Type	Categories of patient care.
Diagnosis	A library of medical condition names used when recording a diagnosis.
Healthcare Service Unit	The locations in your system (consultation rooms, patient home zones).
Healthcare Service Unit Type	The types of locations (room, zone, bay).

Orders

This section is where clinical orders are created and managed - things a doctor orders during a visit that need to be acted on.

Link	What It Is in Plain Language
Service Request	An order for a test or investigation (e.g., blood test to be collected at home).
Medication Request	An order for a medicine to be given to the patient.
Diagnostic Report	A compiled report of test findings or investigation results.
Observation	A recorded check or measurement from a visit (wound photo, mobility level, feeding ability).
Observation Template	The template that defines what observations are recorded (set up once by admin).

Consultation

This is where the day-to-day care records live. Nurses and doctors use this section most often.

Link	What It Is in Plain Language
Patient Appointment	The visit schedule. Book a new home visit here, or check who has visits today.
Vital Signs	Blood pressure, heart rate, oxygen level, blood sugar recordings from each visit.
Patient Encounter	The main visit record. Everything the caregiver found and did during the visit.
Clinical Procedure	A specific procedure performed during a visit (e.g., wound dressing).
Clinical Note Type	Categories for clinical notes.
Clinical Note	Free-text notes added by the caregiver during a visit.
Clinical Procedure Template	The template that defines each procedure type (set up once by admin).

Nurse

This section is used by the nursing team.

Link	What It Is in Plain Language
Nursing Checklist Template	The list of tasks that should be completed at a certain type of visit (set up once by admin).
Nursing Task	The individual task records for each patient visit, with start time, end time, and completion status.

Pharmacy

This section is for your in-house pharmacy or medicines counter.

Link	What It Is in Plain Language
POS Profile	The setup for the pharmacy counter (price list, payment methods).
POS Opening Entry	Opening the pharmacy cash register at the start of the day.
point-of-sale	The pharmacy dispensing screen - this is where medicines are sold/dispensed to patients.
POS Closing Entry	Closing the pharmacy counter at the end of the day.
POS Invoice	The receipt for each pharmacy sale.

Number Cards on the Dashboard

Three number cards show you the most important live counts at a glance.

Card	What It Tells You
Open Appointments	How many visits are currently scheduled and have not been completed
Total Patients Admitted	Patients currently admitted (relevant if you manage inpatient beds alongside home care)
Appointments to Bill	Completed visits that have not been invoiced yet - this should be zero at the end of the day

Dashboard Charts

Open the Healthcare Dashboard to see four charts:

Chart	What It Shows
Patient Appointments	How many visits happened each day over the past period
Department wise Patient Appointments	Which care departments (Home Care, Nursing, Physiotherapy) are handling the most visits
Clinical Procedures	How many procedures (wound dressings, etc.) were performed
Clinical Procedures Status	Breakdown of procedures by status - Completed, In Progress, Cancelled

Who Sees What

Different team members have different access levels.

Role	What They Can Access
Healthcare Administrator	Everything - patients, visits, procedures, billing, settings
Healthcare Practitioner (Doctor)	Their own visits, all patient encounters, clinical procedures, prescriptions
Nursing User	Nursing tasks, vital signs, clinical procedures, patient encounters
Laboratory User	Blood test orders, sample collection, result entry
Patient	Their own records through the portal (appointments, prescriptions, reports)

Shared Platform Features

The home care system is built on Bizaxl and BAS. For the following topics, see the shared Bizaxl and BAS documentation:

Setting up user accounts and passwords
Configuring SMS and email
Setting up payment methods
Chart of accounts and GST configuration
Print formats and letterheads
Roles and permissions

Home Care Services

Dental Clinic

Diagnostic and Scan Centre

Eye Care Center

General Clinic

Rehabilitation Center

Opening the Home Care Workspace

Quick Shortcuts at the Top

The Five Sections of the Workspace

Masters

Orders

Consultation

Nurse

Pharmacy

Number Cards on the Dashboard

Dashboard Charts

Who Sees What

Shared Platform Features

​Opening the Home Care Workspace

​Quick Shortcuts at the Top

​The Five Sections of the Workspace

​Masters

​Orders

​Consultation

​Nurse

​Pharmacy

​Number Cards on the Dashboard

​Dashboard Charts

​Who Sees What

​Shared Platform Features

Opening the Home Care Workspace

Quick Shortcuts at the Top

The Five Sections of the Workspace

Masters

Orders

Consultation

Nurse

Pharmacy

Number Cards on the Dashboard

Dashboard Charts

Who Sees What

Shared Platform Features