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.
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.
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
Patients Patient Name or or < / p>
If you want to change the patient's picture, just do the same process, a new photo will be recorded over the current one.
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
Patients Patient Name
Remembering that it is necessary to log into Google and authorize the use of Google Drive
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.
Patients Patient Name Vital Signs (To fill in) or Growth (For the chart)
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
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
Patients Patient Name Patients Records Record you want to view
To download in .pdf just press the button with
And to print the button with
The unification is used to associate two records of the same patient in just one record, in order to avoid duplication in the system.
Patients Menu "..." Unify
Only the admin user has access to patient merge.
The merge will always keep the lowest code, regardless of which patient you open to do the merge.
Only Google Drive files need to be copied manually. Or the two remaining data will be transferred automatically after the merge.
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.
Schedule Time you would like to schedule
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
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.
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
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.
Schedule Change Date / Time
With the Premium subscription it is possible to appoint more than one patient at the same time
Schedule Add one more
Each period occupies one more time on your agenda. And the appointments will appear in the order they are added
It is possible to make the appointment repeat, for specific days, Daily, Weekly, Biweekly and Monthly.
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.
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.
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.
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.
For sync: Settings Google Calendar Enable
To update: Agenda (Next to the Agenda date) Sync Google Calendar
The update button allows you to select where you want to share / update with the data from the other account
Appointments made at Consultorio.me will be updated in Google Calendar, if it has not been updated automatically
Schedules made in Google Calendar will be updated in Consultorio.me, it is necessary to update more often, as it is not done automatically.
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.
To Personalize: Settings
To Send: Patients Patient Name Message you want to send
Scjediçe -> Patient Appointment WhatsApp (Below the patient's name) Message you want to send
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:
Birthday notifications, is a system used to always be connected to patients, interacting and congratulating them in a practical way. Remembering that it will only appear on the exact day the patient has his/her birthday.
Click on Notification Birthdays of the day and search for "Learn more" Confirm after checking the message settings Send to selected patient.
birthday, birthday, remember birthday, congratulate.
Adding professionals in the clinic is an exclusive feature of the Premium subscription and allows access to other professionals in the clinic. There are two possible profiles to add:
Professional Profile (With Appointments):
The user will have his own agenda.
The user will have receptionist access to all professional agendas
Patient Records Profile:
Only for receptionists who need access to the medical records, the recorded records were in the name of the selected professional.
Profile Medical Records All:
The user will be able to view all the medical records of all professionals in the clinic.
The user will be able to view reports and financial information.
If the profile Allows Changing Professionals is checked, the user will be able to see the financial information of other professionals as well.
User will be able to adjust/add/remove payments for patients.
The user will be able to view/add expenses.
If the profile Allows Changing Professionals is checked, the professional will be able to see the expenses of other professionals as well.
The user can make/cancel appointments
If unchecked, the professional will only be able to view the appointments made.
The user will be able to view the patient record.
Change Settings Profile:
The user will be able to view and change the settings.
If you have the Allows Changing Professionals profile, you will be able to change the settings of other professionals as well.
Allow Choose Professionals:
The user will be able to view/change the schedules of other professionals.
When marked, the user will be able to select other professionals and have access to all the information of other professionals.
The user will be an active member in the system.
If you need to remove a user's access from the system (temporarily or permanently), you can use this option to keep your history accessible.
The configuration of profiles is done by clinic, if you have more than one registered clinic, you must configure this for each clinic.
This option is only available to the clinic's administrator user.
After filling in the professional's name and e-mail, 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 Records, Financial Reports, Payments, Expenses and if he is a professional with a schedule, if he can access other Profiles with a schedule p>
You can increase or decrease the number of professionals in your subscription at any time, making a new subscription at consultario.me/premium for the correct number of professionals or by contacting our support, by email or WhatsApp
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
To create: Settings Patients Records (Prescriptions or Certificates)
To attach to the Patient: Patients Patient Name Patients Records (Prescriptions or Certificates)
It is possible to customize the text of the Patients Records, Certificates and Prescriptionsusing message editing commands similar to those of WhatsApp:
To edit or print the contents of a chart, just click on it and the edit screen and it will open
It is possible to create form templates to facilitate filling in information about the patient.
Settings -> Forms
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
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
To change the display date, just select the month and day from the two buttons at the top of the screen.
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.
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.
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.
The consultorio.me application is available for Android, iOS and can be used in your phone's browser, either through the alternative application.
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
Consultorio.me can be used by your computer's browser or by downloading the application.
The video shows how to download the application through the browser.
If the option does not appear for you, press the padlock next to the site name, select the site settings, and select the Clear data option
For security reasons Whatsapp does not allow links to be sent to people with whom you have not started a conversation
To solve this problem, send a message to the patient before or after sending the link, so that it becomes accessible again
Renewing your subscription is the same procedure as doing a new one. Visit
Select the subscription period, the intermediary, the payment method and the number of licenses
To view a patient's history go to Patients, select the patient you want to view the history, press the "..." button and select history.
It is important to remember that this is an exclusive premium subscription feature
Just use the "Files / Export" option in the settings area.
Within 48 hours your backup will be available for download in the same area.
Just use the "Files / Export" option in the settings area.
Within 48 hours your backup will be available for download in the same area, in this backup you will find all your payment details for the year