MediSync — Help
Practitioner

Overview for practitioners

What the dashboard shows you and how a typical consultation flows.

Practitioner — overview

As a practitioner your day in MediSync revolves around three screens:

  1. Today — the list of clients scheduled with you, in order.
  2. Client profile — everything about the person currently in the room.
  3. Note editor — where you record what happened during the visit.

Receptionists handle booking, check-in, and billing; you focus on the clinical workflow.

A typical consultation flow

  1. Client is Checked in by reception — their row on Today shows as Waiting for you.
  2. Click Start consultation. Status moves to In consultation.
  3. Open the client's profile and the Medical history tab for context from past visits.
  4. Write your Note — see Client notes.
  5. Attach any documents the client brought (labs, imaging).
  6. Click Complete visit. If billing is on, a draft invoice is created for the receptionist to finalise.

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