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Run a consultation

Start the visit, write your notes, add diagnoses, medicines and requested tests, and end the visit.

Web portalAppFor: Doctors

Open the consultation

  1. 1

    Start the visit

    Open the visit from Visits and click Start Visit, or Resume Visit for one already running. The consultation opens next to the patient's history.

    A booked visit with its timeline and the Start Visit button

Write the consultation

  1. 1

    Write your notes

    Type in Private Comment: only you see it, and it's required before you can end the visit. The quick buttons add History, Diagnosis, Investigation and Recommendation headings, and Import Template inserts one of your templates.

  2. 2

    Add diagnoses, medicine and tests

    Under Select Action: Diagnosis searches the ICD-10 list; Medicine fills in the type and dose when you pick a drug, then you set how often and for how long; Required Report asks for a lab test or a scan; Public Comment is the note the patient sees.

    Current Session Details with a private comment, a diagnosis, a prescription and a requested lab test
  3. 3

    Reuse a consultation

    Save consultation data keeps this consultation's diagnoses, medicines and tests under a name; Load consultation data fills them into another visit.

Finish

  1. 1

    End the visit

    Click Save & End Visit; Save Visit saves without ending. To print the visit with your clinic header and stamp, use the printer icon first.

  2. 2

    The patient's summary

    When the visit ends, a patient with a phone number gets a WhatsApp message linking to the visit summary: diagnoses, medicines and requested tests.

Questions and answers

Why can't I end the visit?

On the web portal, Private Comment is required. Write it, then click Save & End Visit.

Does the patient see my private comment?

No, only you see Private Comment. Public Comment is the note the patient sees.

Why didn't the patient get the visit summary?

The WhatsApp message with the summary is sent when the visit ends, to patients who have a phone number.

Why can't I add medicines?

E-prescriptions depend on your plan.

On the web vs in the app

WhatWeb portalApp
Private commentRequired to end the visitOptional
Where the actions areSelect Action buttons on the pageThe + menu
Printing and templatesPrint the visit; import templates into notesNot available

What's next

Updated: 18 October 2026

Still stuck?

Our team answers on WhatsApp and email.