Consultations

Consultations are the core of EazyClinic. A consultation represents a single patient visit and carries everything about it: vitals, clinical notes, prescriptions, services, generated documents, and the final bill. This guide follows a visit from the moment a patient arrives to the moment they pay and leave.

The consultation lifecycle

Every consultation moves through four stages. The current stage is always shown as a coloured tag (and next to the patient's name at the top of the consultation screen).

A completed consultation can be re-opened to make changes only while its bill is not yet Paid. Consultation notes can be added in completed state but no new medications can be added once the consultation is complete. Once the bill is fully paid, the visit is final and can't be re-opened.

Starting a consultation

From the Consultations list, click Start Consultation.

1. Find the patient. Start typing the patient's name (or ID) in the search box. Select them from the results.
   • If they're not registered yet, click Register Patient (shortcut: Ctrl/Cmd + Shift + P) to add them without leaving the screen. See the Patients guide for the full registration form, including scanning an IC or passport.
2. Choose the consultant who will see the patient.
3. Confirm the price tier. EazyClinic automatically fills in the price tier from the patient's most recent visit. You can change it if this visit should be billed differently (for example, a different insurance panel).
4. Click Start Consultation.

The patient is now in Pre-consultation and is automatically added to the Queue as Waiting. See the Queue guide.

Over-the-counter (OTC) sales

For a quick sale that doesn't need a full visit (for example, selling a medication over the counter), use OTC when creating the consultation. EazyClinic creates a completed consultation and takes you straight to checkout to collect payment.

The Consultations list

Each row has one main button that changes with the visit's stage, so the next thing to do is always one click away:

The ⋯ menu next to it holds the other actions, depending on the stage:

• View Patient Details — open the full patient record.
• Mark as Urgent / Remove Urgency — change a waiting patient's priority in the queue.
• Complete Consultation — finish a visit that's awaiting medicine.
• Print Label — print medication labels.
• Re Open Consultation — send the visit back to In-Consultation (only while the bill isn't Paid).
• View Billing / Go to Billing — open the bill.
• Skip Queue — take the patient out of the active queue.

Use the search bar at the top (press /) to find a visit by the patient's first name or IC.

The consultation screen

Open a consultation to see its workspace. It's laid out in three panes, with a top bar above them.

The top bar shows the patient's name and the visit's stage, a live timer of how long the visit has been running, and whether your notes are saved (Saving… / Saved). On the right is the one main button for the stage you're in, and the ⋯ (More actions) menu with Call to room, Print medicine label, Generate document, and Reopen consultation.

The main button always sits in the same place and always has the shortcut Shift + N:

Patient pane

The left pane shows who you're seeing: the patient's identity, an allergy badge (or No allergies recorded), and their vitals.

Vitals. The Patient Vitals tiles show the latest readings. Click Log Vitals (or Edit Vitals once some are recorded) to enter temperature, blood oxygen, systolic and diastolic blood pressure, heart rate, pulse, and respiratory rate, then click Save Vitals. Vitals can be recorded while the visit is in Pre-consultation or In-Consultation. Use the trend button to open Vitals Trend and see how the patient's readings have changed over past visits.

Patient Record. Underneath, tabs give you context at a glance:

• Info — key patient details.
• History — the patient's past visits.
• Past Rx — the patient's medication history.
• Docs — this visit's documents and those from past visits.

Consultation notes

The middle pane is the Consultation Notes editor for your clinical findings. Notes save automatically as you type — the top bar shows Saving… and then Saved — and Ctrl/Cmd + S saves straight away.

Quick inserts above the editor add a ready-made block to the end of your note with one click, which you then edit:

• SOAP scaffold — Subjective / Objective / Assessment / Plan & Advice headings.
• URI Plan — a standard upper-respiratory-infection plan and return advice.
• Normal Chest — a normal chest examination finding.
• Follow-up — "Review in 3 days, or sooner if symptoms worsen."
• Referral — a referral line with a blank for where to.

Voice-to-text: you can dictate instead of typing. Start recording with the microphone button, speak your notes, and stop recording — EazyClinic transcribes the audio and adds it to the notes automatically.

Orders pane: prescriptions and services

The right pane holds what's being prescribed and charged for this visit.

• Medications / Rx — click Add Prescription (Shift + M) to prescribe from your Inventory. In the prescribing window, search for a medication by name, group, or symptom — click the tag in the search box to switch which one you're searching by. Dosage, frequency, duration, and instructions are pre-filled from the medication and can be adjusted for this patient. Stock levels are shown as you pick.
• Services & Diagnostics — click Add Service (Shift + S) to add any services performed during the visit (for example, a procedure or a test). Services and their prices come from your Services list.

You can remove a line from either list while the visit is in progress.

Documents

Every consultation keeps its own set of documents, shown in the Docs tab. There are two ways a document gets attached to a visit.

1. Generate one from a template. Need a medical certificate, referral letter, or other document? Open ⋯ → Generate document in the top bar and pick a template — EazyClinic fills in the patient, consultation, consultant, and clinic details automatically (including the consultant's specialty, credentials, and primary MMC/APC registration, if the template uses them). In the preview you can fill in any dynamic fields under Document details (such as the number of MC days or follow-up notes), then:

• Save to Consultation — attaches the finished document to this visit so it appears in the Docs tab and the patient's record.
• Print / Download PDF (Open / Print PDF on a phone) — opens the document as a PDF to print or download.

You manage these templates in Settings → Document Templates (see Settings).

2. Upload one from your device. In the Docs tab, upload an existing file — a scan, a photo, or a document you already have. This is handy for lab results, external referral letters, consent forms, or a photo of a physical document. You can:

• Upload images (JPG, PNG, or an iPhone HEIC photo), PDFs, and Word documents (DOC/DOCX).
• Capture straight from a phone or tablet camera — EazyClinic automatically compresses large images and handles iPhone HEIC photos, so uploads stay fast.

Uploaded and generated documents sit side by side. Switch between This Visit and Past Visits to see documents from the patient's earlier consultations, grouped by visit.

Moving to checkout

When the clinical work is done, click Move to Dispensary & Checkout (Shift + N). This moves the visit to Awaiting Medicine and opens the checkout screen, which has two panes.

Medicines to Dispense. Every prescribed medication is listed so whoever is dispensing can check it off. Tick each line as you verify it — the pane shows progress such as 1 of 2 verified. This is a working checklist for the person at the counter: if you move on with lines unticked you'll get a warning, never a block, and the ticks aren't saved if you reload the page. You can still add a medication (Shift + M) or service (Shift + S) here.

Bill review. All prescribed medications and services, priced by the patient's price tier. To change what a single line charges, use Adjust price on that line: pick a different price tier to fill in that tier's price, or type a price directly.

From the top bar you can also:

• Print Rx (Print medicine label in the ⋯ menu on narrow screens) (Shift + P) for the dispensed medications.
• Generate document — any remaining documents.
• Call to Room — call the patient over to collect medicine or pay.
• Reopen (Reopen consultation in the ⋯ menu) — send the visit back to In-Consultation if something needs changing.

When everything is right, click Proceed to Billing (Shift + N) to open the bill and take payment. See the Billing guide.

Finishing up

• Complete Consultation — mark the visit Completed (from the ⋯ menu on the list). If the visit came from an appointment, that appointment is marked completed too.
• Go to Billing / View Billing — open the bill.
• Print Label — reprint medication labels.
• Reopen consultation — reopen a completed visit to make changes, as long as its bill isn't Paid. A re-opened visit is finished by clicking Complete Consultation again.

Keyboard shortcuts

Shift + M and Shift + S don't fire while you're typing in the notes editor, so you can type freely.

Related guides

• Patients — registering and managing patient records.
• Queue & Display — calling patients and the waiting-room screen.
• Billing & Payments — taking payment and issuing bills.
• Inventory and Services — the items you prescribe and charge for.

Related features & reading

• Feature: Consultation Management · Medical Documentation
• Blog: Why Private GP Clinics in Malaysia Are Struggling — And How to Adapt · Reduce Clinic Administrative Work Without Hiring More Staff