Customers

Record first-visit intake and follow-up

Record first-visit intake and follow-up

Step by step

1. Open “Clients” from the sidebar.
2. Open the correct person with health records enabled. Add a care entry and choose First visit or Follow-up for the actual visit. Collaborators work only with related customers.
3. Complete required date/procedure and choose professional when allowed. Enter actual observations rather than invented AI conclusions.
4. First visit shows reason, medications, conditions, pregnancy/breastfeeding, previous treatments and contraindications. Record what the person supplied; Follow-up does not automatically create a new first-visit intake.
5. Press Save and inspect the entry. Unsigned entries allow Edit; signing locks them. Request signing only after reviewing the data and consent with the person.
6. If the list fails to load, use Retry and wait before creating an entry. On a save failure keep your notes and inspect the list before retrying. Clinical fields are not available to Mía/Help chat.

Feature availability depends on your plan and permissions.