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Complete the Doctor Consultation

A step-by-step walkthrough of a doctor's OPD consultation in CareOS, from reviewing the patient's vitals through documentation, prescription, and completing the visit.

OPD Patient Journey
beginner
3:42

Video 3 of 3

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Follow one outpatient visit through CareOS from registration to a completed doctor consultation: reception, nursing, and the doctor's workflow.

Register a Patient and Book an OPD Appointment video thumbnail

2:50Video 1Register a Patient and Book an OPD AppointmentView video

2:36Video 2Record Patient VitalsView video

Complete the Doctor Consultation video thumbnail

3:42Video 3Complete the Doctor Consultation Selected

Before you begin

Complete "Record Patient Vitals" first so the patient's vitals are recorded and the patient has been called in for consultation.

Step-by-step instructions

8 steps

1
Find the patient in My Appointments
Sign in as the doctor and use My Appointments on the right to see the schedule for the day, positioned by time with patient, status, and reason shown on each card.
2
Start the consultation
Open the appointment and select View Details, then move to the Queue and select Start Consulting to move the visit to In Progress and create the encounter.
3
Review vitals and history
Before documenting anything, review the vitals already recorded by the nurse in Vitals history, along with any available medical history, prior appointments, and prescriptions.
4
Record a diagnosis and consultation report
Under Diagnosis and Reports, add a diagnosis with a title and clinically reviewed details, then add a consultation report and save both to the encounter.
5
Create the prescription
Select Add New Prescription. CareOS identifies the signed-in doctor as the prescriber. Search for the medicine and add dosage, frequency, duration, and instructions, then save.
6
Review, print, and record a share
Open the saved prescription to review the patient, prescriber, medicine, and instructions. Print it if a physical copy is needed, or use Share to record the sharing channel in the audit trail.
7
Verify documentation and complete the visit
Confirm the diagnosis, consultation report, and prescription are all saved, then select Complete to close out the visit.
8
Review the connected record
Confirm the appointment, vitals, clinical records, and prescription all remain connected as one hospital record, and that My Appointments reflects the completed visit.

Transcript

Read transcript

Aarav's vitals have been recorded, and he's now ready to see Dr. Ayesha.

Let's continue the final part of his OPD journey.

We're signed in as Dr. Ayesha Khan.

On the right, My Appointments gives Dr. Ayesha a clear view of her schedule for the selected day.

Each appointment is positioned according to its time and shows the patient, current status, and reason for the visit.

Here, we can see Aarav waiting for his consultation.

Open his appointment and select View Details.

Aarav has already been called by nursing, so let's move to the Queue and select Start Consulting.

His visit now moves to In Progress, creating the encounter we need to document the consultation.

Now, return to Aarav's appointment details.

Before documenting anything, we'll review the patient and visit information.

Aarav's vitals recorded by Sana are already available here, so Dr. Ayesha doesn't need to enter them again.

Open Vitals history to review the measurements, recording time, and available trends.

We can also review Aarav's available medical history, including previous appointments, prescriptions, and medical records when they exist.

Once the clinical context has been reviewed, we can begin documenting the consultation.

Under Diagnosis and Reports, select Add Diagnosis.

For this demonstration, we'll record Acute febrile illness as the diagnosis title.

Enter the clinically reviewed diagnosis information and the follow-up instructions.

The ICD code can also be recorded when a verified code is available.

Review the information, and save the diagnosis.

Now, select Add Report.

Enter OPD consultation note as the title, add the approved consultation notes, and save the report.

Both records are now connected to Aarav's current encounter.

Next, let's create the prescription.

Select Add New Prescription.

Care OS identifies Dr. Ayesha as the prescriber.

Search for the clinically approved medicine and add the required dosage, frequency, duration, and instructions.

Additional prescription notes can also be included when required.

Once everything has been reviewed, select Save prescription.

The prescription is now part of Aarav's visit.

Open it to review the patient, prescriber, medicine, and instructions.

From here, the prescription can also be printed when a physical copy is required.

If the prescription is handed over through another channel, the Share action can be used to record that handoff in the audit trail.

It records the selected sharing channel; it does not automatically send an email or SMS.

We've now completed the clinical documentation.

Before finishing the visit, confirm that the diagnosis, consultation report, and prescription have all been saved.

Then, select Complete.

Aarav's appointment is now Completed.

His appointment, nursing observations, clinical records, and prescription remain connected as part of the same hospital record.

And in My Appointments, Dr. Ayesha can continue with the rest of her schedule.

That completes Aarav's OPD journey.

We started by preparing the hospital team and Dr. Ayesha's schedule.

Zara registered Aarav, booked his appointment, completed the billing, and checked him in.

Sana recorded his vital signs and prepared him for consultation.

And finally, Dr. Ayesha reviewed his clinical information, documented the consultation, created the prescription, and completed the visit.

From administration to reception, nursing, and consultation, the entire OPD journey stays connected in Care OS.

What success looks like

The appointment status is Completed, with a saved diagnosis, a consultation report, and an issued prescription all connected to the same encounter — visible together in Appointment Details as one connected hospital record.

Troubleshooting

The Complete action isn't available on the appointment.

Complete only becomes available once the visit is In Progress (started from the Queue) — an appointment that is still Checked In or Called must be started first.

Sharing a prescription doesn't appear to send anything to the patient.

By design, the Share action only records the selected sharing channel in the audit trail — it does not automatically send an email or SMS.