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:
- Today — the list of clients scheduled with you, in order.
- Client profile — everything about the person currently in the room.
- 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
- Client is Checked in by reception — their row on Today shows as Waiting for you.
- Click Start consultation. Status moves to In consultation.
- Open the client's profile and the Medical history tab for context from past visits.
- Write your Note — see Client notes.
- Attach any documents the client brought (labs, imaging).
- Click Complete visit. If billing is on, a draft invoice is created for the receptionist to finalise.
Next
- Daily schedule — how the calendar + Today tab work.
- Client notes — the editor, templates, auto-save.
- Medical history — finding past visits, allergies, medication history.