Receive outpatients, take history, diagnose, order tests and drugs, create the sale, send to payment and record hand fees
The OPD queue is for patients seeing a doctor, usually with a new sale: Waiting → Examining → Awaiting payment → Finished. Opening the exam room moves the queue to Examining, and Create order moves it to Awaiting payment, after which queue items can no longer be edited. It becomes Finished once paid with no items pending. If a customer only comes to use a course they already bought, use the service queue instead
One-time setup — exam rooms, beds and staff permissions
The add-queue form requires a room and a bed
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"Add queue" stays disabled until customer, doctor, room and bed are chosen. Without an exam room the shop cannot take queues
Done when: The add-queue form lists a room and a bed
Roles decide buttons, tabs and whether amounts are visible
Positions see different things — for example, roles without amount access see "Amounts hidden for this role". If a button or tab is missing, check the role first
Done when: Each position sees the buttons and tabs their job needs
Add queues, read the list, use filters and manage queues from each row
Customer · doctor · room · bed · priority
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Every exam starts with a queue, because history, diagnosis, orders and the bill all attach to it
Done when: The queue is listed as "Waiting"
Status cards · my queue · search · lab filters · stale queues
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Filters let doctors see only their queues and lab staff see unanalysed or unverified work, while the stale bar stops work slipping across days
Done when: You can find a patient’s queue through search or filters
Start exam · queue card · notes · forms
Many preparation jobs work from the row without moving the queue to Examining, so front desk staff can use them without disturbing the doctor’s workflow
Done when: You know where each small job is in the menu
Read patient details, take history, diagnose and record documents
Start exam · progress bar · pre-procedure safety
"Start exam" moves the queue to "Examining" immediately, and the doctor should see allergies, conditions and general details before ordering treatment
Done when: The queue is "Examining" and allergies have been read
Vitals · CC/HPI/PMH · GA/PE · DX · ICD · doctor’s advice
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This is the medical record for the visit, used for later review, printed documents, medical certificates and reports
Done when: The "Diagnosis" tab shows this visit’s record
Send to · department · room · bed · doctor · priority
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When a patient moves to another department or room, sending the queue continues it at the destination without a new queue, keeping the history together
Done when: The queue shows the correct destination
Add tests, drugs and courses, then create the sale for payment
Tests · order drugs · use service · use drugs · Remind
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These items become the sale when you press "Create order". Choosing the right category keeps the bill, stock and reports correct
Done when: All ordered items are listed and the net total is correct
The right-hand panel — editable only before creating the order
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These values feed sales, commission and department reports, and lock as soon as the order is created
Done when: Issuer, department and total are correct before creating the order
Locks items · issues the bill · queue becomes Awaiting payment
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This turns queue items into a sale for payment. Queue items cannot be edited afterwards — changes must be made on the bill
Done when: The bill exists, and the queue is "Awaiting payment", or "Finished" once paid
Use every exam room tab: lab/X-ray results, history, files, certificates, questionnaires and bills
Health icons · assessment scores · form history
This bar summarises risk before treatment, including allergies, temperature, blood pressure, age, blood disorders and special conditions
Done when: You see alerts before treatment
View, print OPD, edit, issue certificates and delete
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This tab holds every history record of the queue. Changes affect medical records and reports, so use each action carefully
Done when: You can print or edit the record you need
Visits, documents, drugs, courses, exams, lab, X-ray, appointments, images and surgery
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Doctors see the customer’s past records without leaving the room, helping avoid duplicate or problematic orders
Done when: You can find the past record you need
Upload, view and delete queue files · check shop storage
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Files attached to the queue can be reviewed later from history and the shop’s file page, and count against shop storage
Done when: The file appears in the queue’s tab
Analyst · checker · value · flag · advice
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These results are printed for patients and reviewed later. Naming the analyst and checker shows who is responsible
Done when: Each item has a result, and the analyst and checker are named
Upload images · analyst · checker · compare images
The analyst and checker are required before saving, and storing images with the queue allows comparison with earlier ones
Done when: The result and images appear in the X-Ray tab
Request slip · lab sticker · test results
These documents accompany samples, label tubes and give results to patients. The button appears when the queue has lab or X-ray items
Done when: The documents you need are printed
Print · edit certificate data · delete · print status
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Certificates are given to patients. Use this tab to check the data before printing and see which were printed
Done when: The certificate is correct and printed
Add questionnaire · edit · print · cancel answers
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Customer answers stay with this queue and support treatment or consent records
Done when: The queue’s answers are saved and printable
See the queue’s face verification records
Use it to review how the patient’s identity was confirmed for this queue
Done when: You can see the queue’s verification records
Follow documents: queue → quotation → invoice → receipt
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The room team can see payment status and open the queue’s documents without searching the sales pages
Done when: You know the queue’s payment status
Remind and the "More" menu: Face Chart, Video Call, Telemed, claim data and surgery form
Previous receipts · pick items · add to queue
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For repeat drugs or services, there is no need to search item by item, saving time and reducing mistakes
Done when: The earlier items appear in their category table
Mark treatment areas and save as a queue file
It records treatment areas as a picture, which is clearer than a description
Done when: The Face Chart appears in the queue’s files
For queues with a Telemed link
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Doctors can talk to patients remotely from the same queue and record treatment there
Done when: The call opens in a new window
Sender · recipient · address · payment · cancel
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Remote patients do not collect at the shop, so shipping details must be attached to the queue
Done when: The shipment is saved
TypeIn · TypeServ · TypeOut · ClaimCat · SL · drug supply
This data is used when generating CSMBS claim files. Any field left blank is chosen automatically at that point
Done when: The claim data is saved with the queue
Needs the IPD add-on · customer comes from the queue
It links the surgery booking to this queue, so no new search is needed and the surgical team sees where it came from
Done when: The surgery appointment appears in the operating room menu
Book the next visit, record hand fees and cancel queues
Book from the exam room without searching again
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Booking while the patient is there keeps treatment continuous and reduces missed follow-ups
Done when: The new appointment appears on the appointments page
Only for finished queues
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Hand fees and commission flow into reports. Without an entry, staff do not get credit for the work
Done when: The fee appears in the queue’s added items
Only while Waiting or Examining · reason required
Use this when a patient leaves or a queue was opened by mistake. The reason and person stay on the list for audit
Done when: The queue is "Cancelled" with a reason