Visits in Zyntra OS, step by step

Where

Clinic › Visits

Who

Clinic Visits — View the list; writing the record needs Clinic Medical record — Write and close visits.

The list shows Visit, When, Patient, Doctor, Diagnosis and Status. The chips switch between All, Open and Closed; narrow it by day and doctor.

Write the visit

The heading says the visit number, Open or Closed, the doctor, the time, and whether it came from an appointment or was a walk-in. Allergies, chronic conditions and the blood group show at the top.

Under Vitals type each reading: temperature, blood pressure, pulse, breathing rate, oxygen saturation, weight and height.

Under Diagnosis write the Complaint, the Examination, the Diagnosis, its Diagnosis code and the Plan and advice. Press Save the record.

Under Prescription choose the Medicine, the Dose, How often and For how long, and press Add the medicine. Print the prescription gives it to the patient.

Under Files add scans, reports or pictures (images or PDF).

A visit with its vitals, diagnosis and prescription

Bill the visit

Under Procedures done choose a service, or type a procedure and its price, with the quantity, and press Add the procedure.

Press Invoice the visit. The card then says Invoiced with the invoice number.

An insurance claim

On Insurance claim check the Insurer, Plan, Policy no. and Claim no., and press Claim from the insurer.

Record each step with Next step and a Note: Sent, Under review, Approved, Approved with changes or Rejected. Press Record the step.

Once approved press Invoice the insurer and the patient: the Insurer's part, the Patient's part and the Co-pay are split by the plan.

Close and sign

Press Close and sign. The record cannot be changed afterwards; the visit says who closed and signed it, and when.

Before: Patients · Next: Clinic reports

Questions

Where is “Visits” in Zyntra OS?

Clinic › Visits

Who can use “Visits”?

Clinic Visits — View the list; writing the record needs Clinic Medical record — Write and close visits.