Adding a Health Record (Treatment)

Adding a Health Record

A health record (treatment) contains information about the examination, diagnosis, therapy, and all medical actions performed for the patient.

How to Create a New Record

1. Open Clients and Patients
2. Select Health Cards
3. Click the "Add Health Record" on the patient's health card button

A window with creation steps will open.

Creation Steps

Creating a health record goes through several stages.

1. Client Information

Displays basic data about the patient and owner.

Here you can verify:

• Patient
• Owner
• Related information

2. Previous Treatments

In this step, you can see previous records for quick reference.

Helps with:

• Reviewing history
• Avoiding duplication
• Tracking therapies

3. Health Record

This is the main part where medical data is entered.

Fill in:

• Doctor (required)
• Reason for visit (required)
• Treatment date
• Next appointment (optional)
• Treatment type
• Template (if using templates)

Additional medical information:

• Medications
• Services
• Weight
• Diagnostic tests
• Medical history
• Clinical symptoms
• Diagnosis
• Therapy
• Discharge
• Diet
• Notes

4. Pricing

Finalize services and prices before saving.

Attached Files

You can add:

• Images
• Laboratory results
• Documents

Signature

Select the doctor who will sign the health record.

Saving

After filling in:

1. Click Next
2. Confirm the record

Tips