Interaction

Overview

The Interactions module is where you record patient visits, consultations, and medical procedures. It helps clinical staff document what happened during a visit using standard forms, and it helps the accounting team by automatically generating billing charges based on the type of visit.

When Do I Use This?

• Doctors & Nurses: When you are seeing a patient and need to record clinical notes, fill out a medical checklist, or log the outcome of an appointment.
• Receptionists: When a patient arrives or calls, and you need to log that an encounter took place and assign it to a practitioner.
• Administrators: When you need to design new clinical forms (like a "Dental Intake Form" or "Annual Physical Checklist") or set up automatic billing for specific visit types.

How To Use

1. Recording a Patient Interaction (Day-to-Day Use)

Use this to log an actual visit or encounter with a patient.

1. Go to Health → Interactions from the main menu.
2. Click + New to create a new record.
3. Select the Patient and the Assignee (the doctor or nurse handling the visit).
4. Select the Interaction Type (e.g., "Initial Consultation", "Follow-up"). Note: Once you select a Type, the system will automatically fill in the Message and load the correct medical Form for you to fill out!
5. Fill out any clinical details in the newly loaded form.
6. Update the State (e.g., "In Progress", "Completed") and Outcome as needed.
7. Click Save. Any automatic billing charges attached to this visit type will be sent to the patient's account automatically.

2. Creating Clinical Templates with AI (For Admins/Clinicians)

You can create custom medical forms for your staff to use without knowing any computer code, thanks to the built-in AI assistant.

1. Go to Health → Interaction Templates.
2. Click + New.
3. Type a clear name in the Name field.
4. In the Description field, describe exactly what kind of form you need (e.g., "Create a diabetic foot exam checklist with yes/no questions for swelling and nerve damage.").
5. Click the ✨ Generate Template with AI button that appears below the description.
6. Wait a few moments. The system will magically build the form in the document editor below.
7. Review the form, make any manual adjustments if necessary, and click Save.

3. Setting Up Automatic Billing for Visit Types (For Admins)

You can link services or products to specific visit types so they are billed automatically.

1. Go to Health → Interaction Types.
2. Open an existing Type or create a new one.
3. Scroll down to the Products section.
4. Add the billing items (e.g., "Standard Consultation Fee", "Gloves") and specify the Quantity.
5. Click Save. Now, whenever this Interaction Type is used for a patient, those items will be invoiced automatically.

Field Descriptions

Interaction Screen (The Patient Visit)

Interaction Type & Template Screens (The Setup)