The Healthcare Workspace
When you open the Healthcare workspace, you see four zones:- Number cards at the very top - four live counters showing key daily numbers
- Patient Appointments chart - a visual bar chart of appointment activity
- Your Shortcuts - quick links to the most-used records and pages
- Reports and Masters - cards for every module, grouped by category
Number Cards (Live Counters)
These four numbers update in real time and tell you the health of your day at a glance.
Typical use: The front desk looks at “Open Appointments” every morning to know how busy the day is. The billing team looks at “Appointments to Bill” every afternoon to make sure no service is missed.
Patient Appointments Chart
A bar chart below the number cards shows appointment volume over a recent period, broken down by date or practitioner (depending on the configuration). This gives the manager a quick visual of busy vs. quiet days and any unusual spikes.Your Shortcuts
Six quick-access buttons in the middle of the workspace.
Reports and Masters Cards
The lower part of the workspace is organized into named cards. Each card is a group of related links.Masters
Core setup records that must exist before the system can be used.- Patient
- Healthcare Practitioner
- Practitioner Schedule
- Medical Department
- Patient Care Type
Consultation
Records created during or after a patient visit.- Patient Appointment
- Vital Signs
- Patient Encounter
- Clinical Procedure
- Fee Validity
Orders
Formal instructions to other departments.- Service Request
- Medication Request
Inpatient
Records for admitted patients.- Inpatient Record (and bed management)
Rehabilitation and Physiotherapy
The core rehabilitation module.- Therapy Plan
- Therapy Session
- Therapy Type
- Exercise Type
- Patient Assessment
Diagnostic Module
Structured clinical observations and reports.- Diagnostic Report
- Observation
- Observation Template
Nursing
Nursing care tasks and activities.- Nursing Task
- Healthcare Activity
- Nursing Checklist Template
Laboratory
Lab test processing and results.- Lab Test
- Sample Collection
Medical Codes and Standards
Coding and classification systems used for clinical documentation.- Code Value
- Code System
Service Units
Physical spaces in the center.- Healthcare Service Unit
- Healthcare Service Unit Type
Settings
Configuration records.- Healthcare Settings
- Patient History Settings
Consultation Setup
Templates and reference data for consultations.- Appointment Type
- Clinical Procedure Template
- Treatment Plan Template
- Dosage Form
- Prescription Dosage
- Complaint
- Diagnosis
Laboratory Setup
Templates and reference data for the lab.- Lab Test Template
- Lab Test Sample
- Lab Test UOM
- Antibiotic
- Sensitivity
Reports
Standard analytical reports.- Patient Appointment Analytics
- Diagnosis Trends
- Lab Test Report
- Inpatient Medication Orders
Navigation: How to Find a Record
From the workspace: Click any card link or shortcut to open the list for that record type. Global search (top bar): Type a patient name, appointment number, or any key term into the search bar at the top of the screen. The system searches across all record types. Patient History page: Go to the Patient History shortcut and search by patient name. You see a full timeline of everything related to that patient.Patient Portal
Patients can access a limited portal from the website. After the front desk creates their record and invites them (via the Patient form), patients can:- View their appointments
- View their lab test results
- View their prescriptions (encounter notes)
- Update their personal details
Role-Based Access: What Each Role Can See
Related Pages
- Patient Management: How to register and manage patients
- Appointments: Booking and managing appointments
- Therapy Plans and Sessions: The rehabilitation core