Manage Old Cases

The Treatment Board provides a centralized workspace for doctors to manage and monitor all patient cases and treatments. It enables quick access to case details and simplifies treatment planning and follow-up.

Main Features:

• Directly select and manage patient cases from the board.
• View complete case details, including diagnosis and treatment history.
• Add treatments quickly and generate case summaries automatically.

From the Treatment Board, doctors can easily select a case and click "View Case" to access detailed patient information, diagnosis, prescriptions, and treatment history for efficient case management.

From here, doctors can easily access and review the case in detailed form.

To add a treatment, select the required condition and click the Generate Summary button. The treatment will be automatically added to the case summary.

As you can see, the treatment has been successfully added to the case summary for easy review and management.

Appointments Workflow

This Eye Website module allows users to manage appointments and convert them into confirmed cases in a smooth workflow. It helps track the complete journey from appointment creation to case generation.

Main Features:

• View and create appointments easily from the appointment list.
• Highlight selected appointments for quick identification and details view.
• Confirm appointments and automatically enable case creation.
• Seamless navigation between appointment, confirmation, and case records.

You can view the list of appointments and create new ones easily; highlighted appointments show records created from the website.

Open any appointment to view full details and click the “Confirm” button to confirm it, which makes the “Create Case” button visible.

After confirmation, click on “Create Case” to generate a case from the appointment.

The case is created successfully and linked with smart buttons for easy navigation and tracking.

Eye Cases

This Eye Case module manages the complete patient treatment lifecycle from diagnosis to treatment, prescription, and final billing. It ensures a structured flow where each step is linked and tracked for better clinical management.

Main Features:

• Create and manage eye cases linked with website appointments.
• Convert cases into diagnosis and treatment with proper workflow steps.
• Handle single and sub-treatments with validation and warnings.
• Generate prescriptions and automatically create invoices after case completion.

You can view the list of eye cases and create a new case easily from this section.

In the case form view, you can see all details, including the linked website appointment and treatment information in tabs and quick-access buttons. To proceed further, click on the “Move to Diagnosis” button.

A popup window will open where you can enter basic diagnosis-related information. After filling in the details, click on the “Add Diagnosis” button.

The diagnosis is successfully created and linked to the case, visible in the diagnosis tab and quick-access button. Now you can move the case to treatment by clicking the “Move to Treatment” button.

After clicking “Move to Treatment,” you are redirected to the treatment dashboard where you need to select the affected eye (left or right).

Once you select the left eye, a treatment dropdown appears where the doctor selects the required treatment type for the patient.

For example, selecting “Eye Infection Treatment” and clicking on the “Generate Summary” button will proceed further.

A popup window opens, and the selected treatment is added to the treatment tab in the case. You can click on it to view the details.

On clicking, another popup opens where the doctor adds specific conditions like red eye, conjunctivitis, and applicable charges.

Multiple treatments can be added, but line-level treatments cannot be marked as done until all sub-treatments are completed, and a warning is shown if attempted.

If sub-treatments are not completed, a warning message appears when trying to mark the main treatment as done.

After completing treatment, a prescription can be added by clicking the “Add Prescription” button.

A popup opens where basic prescription details are filled, and then the “Create” button is clicked.

The prescription is successfully created and displayed in the case under the prescription tab.

Once all treatments are completed, the case can be marked as done by clicking the “Done” button.

After the case is marked as done, the “Create Invoice” button becomes visible. Clicking it generates the invoice, and it is linked via quick-access buttons for easy navigation.

Escalated Cases

The Escalate Case feature allows smooth reassignment of an eye case from one doctor to another in emergency or special situations. It ensures continuous patient care without interrupting the treatment flow.

Main Features:

• Easy doctor reassignment during emergency situations
• Structured escalation form with reason, date, and doctor selection.
• Complete tracking through escalation history and smart buttons.
• Ability to view and manage all escalated cases in one place.

You can use the “Escalate” button in a case when the assigned doctor is unavailable due to emergencies or other reasons, and the case needs to be transferred to another ophthalmologist (e.g., Dr. Rohn to Dr. Muskan).

On clicking it, a popup opens where you enter the reason, date, and select the new ophthalmologist, then click “Create Escalate” to confirm the transfer.

The case is successfully escalated and appears in the escalation history tab, also linked with quick-access buttons for easy tracking.

You can also view the list of escalated cases and create new escalations from this section.

Analysis Dashboard

The Analysis Dashboard provides a centralized view of key eye clinic performance metrics such as appointments, cases, treatments, revenue, and doctors. It helps in real-time monitoring and decision-making with visual charts and filters.

Main Features:

• Displays total appointments, active cases, escalated cases, running treatments, revenue, and doctors.
• Allows filtering data by user, customer, and date for better analysis.
• Provides visual charts for treatment trends, revenue breakdown, and doctor performance.
• Includes upcoming appointments list for quick scheduling insights.
• Supports dashboard printing with a single click.

The Analysis Dashboard helps to track and visualize overall eye clinic performance including appointments, cases, treatments, revenue, and doctor activity in one place.

Patient Care

The Patient Care module helps manage complete patient information along with diagnosis and treatment records in a centralized system. It ensures doctors have all necessary medical history and updates for accurate treatment planning.

Main Features:

• View and create patient records easily from the system
• Structured patient form with tabs like chronic conditions, allergies, insurance, past eye procedures, emergency contacts, and current medications
• View and manage diagnosis records linked to each patient
• Create and track treatment records for complete patient care flow

You can view the list of patients and also create new patient records from this section easily.

In the patient form view, separate tabs are available such as chronic conditions, allergies, insurance, past eye procedures, emergency contact, and current medication, which help collect complete patient medical information for better treatment decisions.

You can view and create diagnosis records directly from the patient care section, making it easy to track patient conditions.

You can also view and create treatment records from here, ensuring complete management of patient treatment history in one place.

Reports & Analytics

Reporting section allows users to easily access and generate different analytical and printable reports. It helps in monitoring eye cases, case history, and appointment records in a structured and simple way.

Main Features:

• Easy report generation and one-click PDF printing from a popup.
• Advanced analysis of eye cases using charts like pie, bar, and graphs.
• Date-range based filtering for cash and appointment history reports for accurate results.

From the Reporting section, you can easily generate and print different reports, and we will review all three reports one by one for better understanding.

In the Eye Cases Analysis menu, you can analyze patient cases and visualize data using different charts like pie chart, bar chart, and other graphical views for better insights.

In the Case History report, clicking the menu opens a popup where you can select a custom date range (start date and end date), then generate and print the PDF report with a single click.

Once generated, you can clearly see that the report is successfully printed, confirming accurate data extraction and report generation.

Similarly, in the Appointment History report, clicking the menu opens a popup where you can select the required date range before generating the report.

After selecting the dates and clicking Print PDF, the system successfully generates and displays the Appointment History report for easy review and record keeping.

Portal Cases

The portal allows patients to securely log in and view their eye case details anytime. It provides a simple and user-friendly interface to access medical case information without visiting the clinic.

Main Features:

• Patients can log in to the portal and easily view their eye cases from the Eye Cases menu.
• Advanced filters like search, group by, and sorting help users quickly find specific case records.
• Detailed form view allows patients to open full case information and directly print or download the report in PDF format.

In the Portal, patients can easily log in and view their own eye case details without visiting the clinic physically, making the system more convenient and user-friendly.

By clicking the Eye Cases menu, patients can view all their cases and use advanced options like filter, search, and group by to quickly find specific records.

In the form view, patients can open complete case details, and they also have the option to print or download the case report easily for future reference.

Configuration

The Settings/Configuration module helps admins manage all master data like treatments, medical records, doctors, and scheduling in one centralized place. It also allows setting role-based access rights to control user permissions securely. Overall, it ensures smooth and organized system management for all clinical and operational data.

Main Features:

• Manage user access rights and role-based permissions from settings.
• Create and maintain all master lists like treatments, medicines, allergies, and procedures.
• Centralized configuration for doctors, time slots, specialties, and diagnostic data.

Open the Eye Clinic settings to configure the consultation charge product, the eye case limit, and the dashboard image used across the app.

Main treatment list can be viewed and created easily from this section.

Sub-treatment list can also be managed with create and view options.

Chronic condition list allows you to add and manage patient health conditions.

Patient relation list helps define and maintain relationship types.

Medicine list can be viewed and new medicines can be added easily.

Eye procedure list allows creation and management of medical procedures.

Patient allergy list helps store and maintain allergy records.

Insurance company list allows adding and managing insurance providers.

Specialty list can be created and managed for different medical specializations.

Specialty details can be viewed in form view for complete information.

Diagnosis test list allows creation and management of medical tests.

Time slot list helps in managing appointment scheduling slots.

Ophthalmologist list allows viewing and managing doctors with create functionality.