Questions, answered

Click Get started, then use Proto to configure Clinic Management for your business. Begin with one visit type, a named clinical reviewer and a patient case that runs from scheduling through documentation and billing.

An encounter records Scheduled, Arrived, in progress, awaiting review, Completed or Cancelled. The patient and clinician stay linked to that visit.

Clinical notes belong to an encounter and name their author. They can be Draft, Signed or Amended and include a signing time.

Each observation has a metric, numeric value, unit, observation time, recorder and encounter.

A prescription order records its encounter, prescriber, medication, dose instruction and Draft, Signed or Cancelled state.

The privilege record identifies the clinician, type, license details, evidence, effective dates and current state for the Clinical Lead to inspect.

A consent record keeps its purpose, version, signed or expiry dates, document, patient and current state. Staff review the consent relevant to the planned work.

A care task names the patient, assignee, action and due time. The assigned clinician can complete it or mark it Escalated for review.

A charge links to an encounter. A payment links to a patient and has its own receipt reference and state. Billing staff reconcile them using the patient and visit context.

Use the clinic’s laboratory service when lab work is part of the operating scope. Agree how staff match each result to the patient and encounter.