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 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:

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:

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

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:

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.

Explanation:

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:

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

If no keyword is included and the message is sent through the appointment screen, the scheduling date and time will be included.

The WhatsApp message format commands are:

• *Bold*
• _Italian_
• ~Strikethrough~
• `` `Monospace```

Explanation:

It is possible to create form templates to facilitate filling in information about the patient.

Path:

Settings -> Forms

Details:

When adding the form to the patient's record, he will follow the response type rule. And when it is edited it will be treated as a text format.

The types of responses are:

Yes or No: A box where only the option of yes or no can be selected

Short text: Short information with limited number of characters

Long text: More detailed information with a larger character limit

Multiple Choice: A box where only one option can be selected among several

Checkbox: A box where several options can be selected

Dropdown List: A list from which only one option can be selected

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:

The consultorio.me application is available for Android, iOS and can be used in your phone's browser, either through the alternative application.

Path:

Browser: https://consultorio.me

Android

iPhone / iPad

Details:

The video shows how to download the alternative application, which can be done through your browser.

If by any chance the option to add to your desktop does not appear, press the padlock next to the site name, select the site settings and select the option Clear data