Create a Visit

A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.

Before you begin

Permissions: Create Visits and Arrive Appointments

About this task

Adding a visit initiates the billing process for all types of visits. Alternatively for previous consults, create a visit and bill the patient.

Procedure

To create a visit:
  1. From the Patient search iconPatient Search, enter and select a patient.
  2. In the floating navigation bar, click Visit nav tabVisit.
  3. In the Create Visit panel, set:
    Create Visit Options
    • Centre - defaults to the centre you're currently logged in to.
    • Work Area - by default GP. If required, change the required work area from the Work area list. For example, Specialist.
    • Date of Service - the current date. If the service was provided on a different day, select a previous date.
    • HCP - either the name of the clinician selected when the patient's appointment was made, or First Available. In the latter case, specify a clinician by entering their name in the field.
    • Billing type - one of:
      • Medicare
      • DVA
      • Private
      • Pre Employment
      • Workers Compensation
      Tip: DVA and Medicare options are only enabled if these card details have been entered for the patient.
    • caution iconCaution - notifies the administration staff and practitioners about COVID-19 precautions.
  4. From the Create visit list, select either:
    • Create visit - creates a visit and adds it to the Patient Queue window.
    • Create visit - No queue - creates a visit and initiates a billing process without adding it to the Patient Queue.

Results

If you selected Create visit, a new visit is recorded with a new Visit ID and the patient is added to the Patient Queue.

If you selected Create visit - No queue, a new Visit ID is created for the patient in the Visit nav tabVisit panel.

You would use this method if you are billing the patient for services delivered that day (the most common method for recording a visit). A visit voucher is printed and given to the practitioner when it is the patient’s turn. After the visit has been recorded, a list of the visit Service Items is added to the patient's timeline, flagged with the Visit items - IconVisit items. For more information about Patient Timeline, see Patient Timeline.

What to do next

In the Patient Queue window:
  • To start a consult for the patient, click Start consult. For more information, see Consultations.
  • To initiate a billing process, select a patient and click Visit nav tabVisit in the floating navigation bar. For more information, see Initiate Billing.