Help & Tips

1 - Patient Registration

Explanation:

Adding a patient is one of the first steps to start your appointments. There is no mandatory field in the patient record, you can freely add any data you find important.

Path:

Patients

Details:

It is possible to add patients directly from the scheduling screen too.

To edit a patient, just click on his name, both on the patient screen and on the scheduling screen.

Explanation:

Adding a picture to the patient is an option available for Premium subscriptions and there are two ways to add a picture of the patient, via your device's camera or using a photo already saved on your device

Path:

Patients Patient Name or or < / p>

Details:

If you want to change the patient's picture, just do the same process, a new photo will be recorded over the current one.



Explanation:

Adding files to the patient record is a function available only for Premium subscriptions, to start, you must have a Google account, to have access to Google Drive, a Google Drive account is free and allows you to save up to 15GB of data

It is possible to add both image files, such as .pdf, .docx, .xlsx, etc. Remembering that files that are not images, the system will download to your device, instead of opening directly on the system

Path:

Patients Patient Name

Details:

Remembering that it is necessary to log into Google and authorize the use of Google Drive



Explanation:

It is possible to issue a growth chart for children and teenagers, filling in the vital signs, this option is only enabled for patients under 18 years old. The data are saved and ordered by date of filling (which can be changed in the upper right corner), and after it’s saved can’t be changed.

It is possible to organize the growth chart by height, weight, BMI.

Path:

Patients Patient Name Vital Signs (To fill in) or Growth (For the chart)

Details:

To change the date, just click on the current date and enter the desired date. Remembering that if the incorrect date is entered, it will be necessary to delete and insert the data again.

Growth charts are issued by the CDC (Centers of Disease Control and Prevention) and WHO (World Health Organization)

Vital signs also allow you to do other types of monitoring such as temperature, pulse and a pain scale





2 - Organizing the Agenda

Explanation:

Scheduling an appointment is the main feature of our system, so you can have control of your hours and work done throughout the month.
In the scheduling screen, fill in the Patient's name and select the register you want to schedule or press to add a new patient and schedule it right away.

Path:

Schedule Time you would like to schedule

Details:

You can edit the Value of the appointment in the button, next to the value. You will be able to add discounts by placing the "-" sign in front of the amount, changing payment methods and making notes about payments.
Check out some actions you can do with your schedule on the button , how to repeat for other days and increase the duration.
And don't forget to press the button to save the schedule or any changes

Explanation:

The appointment types are identifiers for you to know by which process the patient is scheduled, it is possible to change and add new appintment types, being able to change the identification value and color of that appointment type.

Path:

Settings Types

Details:

It is necessary to press the button between changing and adding a appointment type.
To edit a Appointment Types, just click on it and the information will appear at the top of the Types screen, if you fill it in directly, it will add a new type when saving.
You can remove a Appointment Types by pressing next to the value.


Only Premium subscribers are able to increase the duration of a type of appointment, increasing the time that that service occupies on the agenda

Explanation:

It is possible to change the time of an appointment at any time. Regardless of your subscription, there are two ways to do it. After opening the appointment screen, press on the date and time in the screen header, a calendar will open, you can either select the appointment date or write it manually.

The other way is by following the path below.

Path:

Schedule Change Date / Time

Explanation

It is possible to make the appointment repeat, for specific days, Daily, Weekly, Biweekly and Monthly.

Path:

Schedule Repeat

Details:

Repeating a appointment with value will cause the value to repeat in the report. It is recommended that if you are going to repeat as a return, do without the type of appointment scheduled.

Explanation

It is possible to make your appointment last longer than just the time you set for your appointments. For example, if you make an appointment for 1 hour (60 minutes), but need to do some 2 hours (120 minutes), so as not to change your entire schedule, or redo the same schedule twice, you can increase the duration of it.

Path:

Appointment Duration

Details:

Each period is equivalent to one time on your schedule.

For Premium subscribers, it is possible to increase the duration of a Type of Appointment.

Explanation:

With the Premium subscription it is possible to appoint more than one patient at the same time

Path:

Schedule Add one more

Details:

Each period occupies one more time on your agenda. And the appointments will appear in the order they are added



Explanation:

Synchronizing with Google Calendar allows you to exchange information with Consultorio.me and vice versa. This way you can see the other appointments of the day in the application you want.

Path:

For sync: Settings Google Calendar Enable

To update: Agenda (Next to the Agenda date) Sync Google Calendar

Details:

The update button allows you to select where you want to share / update with the data from the other account

Consultorio.me Google

Appointments made at Consultorio.me will be updated in Google Calendar, if it has not been updated automatically

Google Consultorio.me

Schedules made in Google Calendar will be updated in Consultorio.me, it is necessary to update more often, as it is not done automatically.



3 - Reminders

Explanation:

WhatsApp messages are messages that you can leave pre-defined and apply keywords to automatically fill in some fields of the message, such as patient name, professional name, professional credentials and even a confirmation link.
WhatsApp messages need to be sent manually, using the app on your mobile device or WhastAppWeb on your computer.
When pressing the send message button, the request to open your application will appear and the message already assembled will appear to send.

Path:

To Personalize: Settings WhatsApp Select .. New
To Send: Patients Patient Name Message you want to send
OR
Scjediçe -> Patient Appointment WhatsApp (Below the patient's name) Message you want to send

Details:

Remembering that it is necessary for the patient to have the number filled in the register

To apply a keyword, just click on the one with the name of the data you want to fill in automatically.

The WhatsApp message editing commands are:

  • * Bold *
  • _Italian_
  • ~ Taxed ~
  • `` `Monospace```



4 - Organizing the Clinic

Explanation:

The Patients Records, Certificates and Prescriptions, are made in our application in text format and can be attached to the patient data and accessed at any time.

Only Premium subscription accounts can create Prescriptions and Certificates

Path:

To create: Settings Patients Records (Prescriptions or Certificates)

To attach to the Patient: Patients Patient Name Patients Records (Prescriptions or Certificates)

Details:

It is possible to customize the text of the Patients Records, Certificates and Prescriptionsusing message editing commands similar to those of WhatsApp:

  • * Bold *
  • _Italian_
  • ~ Taxed ~
  • `` `Monospace```

To edit or print the contents of a chart, just click on it and the edit screen and it will open

Explanation:

It is possible to view the Patients Records history. Not only that, but also download it in .pdf or print the Patients Record with all the changes made. It is a good alternative for clinics that make evolutions and check whether or not there were changes in that record

Path:

Patients Patient Name Patients Records Record you want to view

Details:

To download in .pdf just press the button with

And to print the button with

Explanation:

Adding professionals in the clinic is an exclusive function of Premium subscription and allows access to other professionals in the clinic. There are two possible profiles to add:

Receptionist Profile: Profile without its own agenda. You can add as many receptionist users as you need.

Professional Profile (with agenda): Use this option for members of your clinic who will need to have their own agenda.

Path:

Settings Members

Details:

After filling in the professional's name and email, press to add him to your clinic. The professional will receive an email with a password, where the login is the professional's own email
It is also possible, in the members area, to select what the professional in question can access to the Medical Records, Financial Reports, Payments, Expenses and if he is a professional with an agenda, if he can access other Profiles with an agenda

You can increase or decrease the number of your subscription professionals at any time by making a new subscription at consultorio.me/premium, or by contacting our support, by email or WhatsApp >



5 - Financial

Explanation:

There are some differences between the reports available in the basic version and in the Premium subscription.

The free subscription allows you to view the gross amount earned in that month, or day, the amounts that have already been paid by patients and the amounts that are still pending.

It is also possible to check the total of appointments made, if there were absences or cancellations, an average of which type of scheduling is most performed and also a graph showing which days of the week had the most appointments

Path:

Reports

Details:

To change the display date, just select the month and day from the two buttons at the top of the screen.

Explanation:

With Premium subscription, you can view the gross and net amount, the amounts that have already been paid by the patients and the amounts that are still pending and the expenses on that day or month.

It is also possible to check the total of appointments made, if there were absences or cancellations, an average of which type of scheduling is most performed and also a graph showing which days of the week had the most appointments.

In addition, it is possible to print reports, Cancellations, Patients in Debt, Monitoring of patients, Transfer of professionals, among others.

Path:

Reports

Details:

The two buttons at the top of the screen, next to the print button, allow you to change the display date by selecting the month and day in both. And you can select the report you want to print, using the button below.



Explanation:

With the Premium subscription it is possible to issue various types of reports, they are used to check the progress, situation of patients, financial, or monitoring.

Path:

Reports

Details:

  • Patient Follow-UP: Allows you to see which patients have been away from the clinic for so long. It can be seen from 14 days that the patient does not attend. Can be filtered by appointment type as well. You can, for example, see patients who have not been seen for more than 3 months.
  • Absences: Shows how many absences you had in the month or on a specific day of that month.

  • Cancellations: Shows how many cancellations there were in the month or on a specific day of that month. Remembering that deleted appointments are not listed as canceled
  • Patients in Debt : Shows which patients are pending payment at the clinic and the total amount of the pending. The date shows when it was the day of the first pendency.
  • Appointments by Type: Shows appointments for the month or day, separated by type. It is possible to check the totals for a type of care, which patients received that care and which day.
  • Appointments by Professional: Displays all appointments for the day. If the professional does not have access to other professionals at the clinic, they will only see his own appointments.
  • Revenue by Health Insurance: Separates the appointments by insurance, showing the billing for each insurance and the attendances made by it. It is possible to sort by payment date or appointment and can be done between the days defined by the user. You can also choose to view from a single insurance, or all.
  • Productivity by Insurance: Displays separately the number of calls per insurance, separated by type, professional and insurance. It can also be filtered by day and month
  • General Revenue and Expenses: Demonstration of all professional or clinic billing. It can be filtered by payment method, day and month.
  • Professional Split: Demonstrates the appointments provided by the professional, those received and pending. At the end, it shows the percentage of the professional, the clinic and the total, for the appointments.




Frequently Asked Questions

Yes, there will always be a version with basic functionality and no quantity limits.
Yes, there is a premium version with many extra features.
For more information visit https://consultorio.me/premium
You must be using an email account different from the one you used before.
Try with your other email accounts, if you still can't find it, let us know.
Yes, it is possible.
This functionality is available in the premium version.
For more information visit: https://consultorio.me/premium
Data imports from other systems depend on an individual analysis, we can evaluate the possibility.
A service fee may be charged, please contact us.
The application depends on the internet to work, most problems happen due to connectivity error or slowness of your device. Try restarting your device.
Yes, send us an email from your current account informing which email you want to change to.
The email should be sent to help@consultorio.me.

Premium Subscription

If you have not already done so, you can subscribe at https://consultorio.me/premium

The value of the subscription is always according to the number of professionals.
Contact us through help@consultorio.me so that your subscription is changed to the number of professionals you want.

You can request the cancellation of your subscription through the link consultorio.me/home/cancel
When requesting the cancellation you lose immediate access to all the functions available in the Premium Subscription, including access to other Clinics and other Professionals registered in your account.
Only payments made after the cancellation request are eligible for a refund.

If you just want to change the number of professionals or suspend your account please contact help@consultorio.me

Safety

All data is in the cloud in a secure environment, this allows you to have simultaneous access anywhere, you can access it from your computer at home, on the tablet in your clinic and on your cell phone at any time.
We use companies that are market leaders, such as Microsoft Azure and Amazon AWS, thus using their security infrastructure.
Information such as patient records are stored encrypted in the database.
Yes.
Patient information may be used for statistical purposes only and will not be provided to third parties.
Patient contact information will not be used for advertising or direct mail purposes.
This information is available in the terms of use and in the privacy policy of the application.
The data is yours and there is no interest in passing on that information.
We take the necessary measures like encryption and https connection for your security.
We have automatic backup of all information, in addition you can always do your personal backup using the data export tools on the application settings.
Yes, it is possible.Yes, it is possible.
Use the option to backup / export your data in the settings area.
All your data is exported in a common format (Microsoft Excel).

Support

It's free, any questions, suggestions or requests for help, just contact us through the contact area or send an email to help@consultorio.me.
Please be brief.

System Use

No, the application is based on the cloud and depends on the internet to work.
No, you can record as many patients, appointments and records as you like.
Yes, you can send reminders via email, SMS and WhatsApp.
To send SMS reminders you need to use your device's SMS functionality.
Yes, it is possible.
This functionality is available in the premium version.
For more information visit: https://consultorio.me/premium
Yes, it is possible.
This functionality is available in the premium version.
For more information visit: https://consultorio.me/premium

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