Consultation orders

A consultation order is the receipt for a consultation that has already been attended, with the appointment's details and the coverage it was attended with. It is available in the Medical industry, if your plan includes documents.

Create an order

The order comes from an Attended appointment: in the schedule, click the appointment and choose Create consultation order. If the appointment is not attended yet, the option doesn't appear. See appointment states.

The order is made up of three tabs:

• Appointment: the client, their ID document and the date and time of the appointment. They are taken from the appointment and can't be changed here.
• Coverage: the Coverage and the Member number it was attended with. If you change them, they also change in the appointment, and in the client's record when it is a health insurance or a prepaid health plan. See coverages.
• Remarks: whatever the order needs to say.

Print it

When you save, on the Save button choose Save and print or Save and download. The printed order has your company's details, the client with their ID document, the date and time, the service, the coverage with the member number and the remarks.

The list of orders

In More › Consultation orders you have all the orders, with the date, the branch, the professional, the client and the coverage. From each one you can open it to edit it or use Print.

Professional only sees the orders for the appointments in their schedules. Administrator and Assistant see all of them.