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Counseling Queue

Example
  • The Counseling Queue screen lists all patients who are currently waiting for counseling, who were Intimated by Doctor particularly for surgery-related discussions.
  • Each row displays key patient information such as the Patient's name, Age, Gender, UHID , Phone Number, Assigned Doctor, Instructions given by Doctor and status (Outpatient/ Inpatient) of the Patient.
  • Actions:
    • Search Functionality: Allows filtering the queue by Patient name/ UHID/ Phone Number.
    • Refresh Icon: Updates the list with the latest entries.
    • Navigation Arrows: Use to browse multiple pages if the list is long.
  • The Surgery button at the end of the row allows the counselor to proceed with surgery booking for that specific patient.
  • Click Surgery Button.
  • A pop-up screen appears (Surgery Booking).
  • The Surgery Booking screen allows counselors or authorized staff to schedule surgeries for patients by selecting a suitable Date, Doctor, Operation theater (OT), and Room/Bed.
  • At the top of the screen, the Patient’s details are displayed including Name, Age, Gender, UHID, Contact Number, Referral details, and Insurance information.
  • Calendar View:
    • A monthly calendar is shown to select the desired date for surgery.
    • Scheduled Surgeries are indicated using colored indicators (e.g., small numbers inside circles).
    • Navigation arrows allow moving between months.
  • Availability Section:
    • Available Doctors: A list of surgeons/doctors available for the selected date. The user can choose one by clicking on the respective doctor’s name.
    • Available OT Rooms: Displays operation theaters (like OT 1, OT 2, etc.) that can be selected for the surgery (Created by the Clinic Admin/Super Admin).
    • Available Rooms/Beds: Lists the room or bed options (e.g., Deluxe, Room 101, Single Bed) for patient admission post-surgery (Created by the Clinic Admin/Super Admin).
    • After filling in all the required details, click Proceed button to move to Surgery Booking screen.

Surgery Booking​

  • This screen is used to finalize the surgery booking by entering clinical, procedural, and billing details.
  • Patient Details (Top Section):
    • Automatically fetched from the EMR: Name, Age, Gender, Referral, UHID, Contact info.
    • Helps in reconfirming the patient identity before final booking.
  • Clinical Fields:
    • Doctor*: Select the operating doctor.
    • Eye*: Choose between Right or Left eye.
    • Admit Date & Discharge Date*: Specify the duration of admission.
    • Systemic / Power: Optional fields for any systemic notes and power lens values.
    • Reporting Time: Expected patient reporting time for surgery.
    • Lens: Optional field to enter lens details.
    • OT Room: Choose the operation theatre room.
    • Room/Bed: Select the room or bed for post-operative care.
    • Insurance: Toggle ON if the patient has insurance coverage.
      • INsurance Provider*: Seaarch Insurance provider name and select the one.
      • Insurance Number*: Enter Insurance Number.
      • Insurance Expiry*: Select the Expiry Date of the Insurance from date picker. If the date selected is before the date of surgery, a toaster will appears as 'Insurance date will be expired by the time of Surgery'.
      • Alternate Nmber: Alternate Contact Number of the Patient.
      • Patient name*: Enter the patient name to confirm. If not same, a toaster will appears as 'Oops! Patient Name is not matching'.
      • DOB*: Select the DOB from date picker.
      • Gender*: Select Gender (Male/Female) from the drop-down list.
      • All the enered Insurance details will be appeared in the upcoming screens and are non-editable.
  • Procedure Selection:
    • The Procedures added by the Dr at the time of Consultation will be listed here.
    • Use the Search bar to find and add surgical procedures.
    • Use Trash icon at the left side of each procedure row to delete the particular item.
    • Use + button at the right of each procedure row to add extra items.
    • For each procedure:
      • Price is auto-filled.
      • You can apply a Discount (Flat/Percentage).
      • CGST/ SGST fields are not editable.
      • Total is calculated automatically per procedure.
  • Billing Summary (Right Section):
    • Gross Amount: Total of all procedures before discount/tax.
    • Discount Amount: Total of discounts applied.
    • SGST/CGST Amount: If applicable.
    • Net Amount: Amount after applying discounts and taxes.
    • Grand Total: Final amount to be paid by the patient.
  • Additional Information':
    • Pending Amount: Auto-filled based on net amount.
    • Reason for Admit*: Mandatory input explaining why admission is needed.
    • Comment: Can add comments by Counselor if any.
    • Camp Patient: Tick if this case is part of a camp initiative.
    • Notes: Add additional notes if any.
  • Action Buttons:
    • Schedule: Click Schedule button to add the Patient to Surgery Queue.
      • Patient having Insurance will be shown in Insurance Status under Surgery Queue.
      • Patient without Insurance will be shown in Schedule List under Surgery Queue.
    • Advance: Click Advance button to collect advance payment if any.