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Creating and Setting Up a New Examination

Updated over 2 months ago

Introduction

This guide details how to create a new examination type within the system. This function allows you to record essential service details, assign appropriate qualifications and doctors, and set pricing and duration parameters.

Accurate configuration of examinations is essential for proper appointment scheduling and transparent system operation. Follow the steps below to quickly and easily record a new onsite examination.

Main Content

Steps to Create an Examination

The process starts from the Examination settings menu. Follow these steps to record a new service:

  1. Navigate to Examination settings.

  2. Click on the Add new examination button.

  3. Select the examination type. This guide covers setting up an Onsite examination.

Setting Qualification and Specialization

A qualification must be assigned to the examination. You can do this in two ways:

  • Select from the existing list.

  • Create a new one directly within this interface.

To add a new qualification:

  1. Enter the Qualification name.

  2. Enter the corresponding Specialization.

Assigning a Doctor and Parameters

After selecting the qualification, the system allows you to enter further details:

  1. Select Doctor: Choose the doctor you wish to assign to the examination from the dropdown list.

  2. Set Price: Enter the price of the examination in the appropriate field.

  3. Duration: Set the length of the examination.

  4. Description: You can record basic information about the examination in the description field to aid identification or information dissemination.

Saving and Editing

After entering the data, click the Save button. Upon successful saving, the examination will appear in the list.

From the list view, you can later:

  • Edit the examination details.

  • Delete the examination if it is no longer needed.

Tips

Tip: Before creating a new qualification, check the dropdown list to avoid duplications.

Tip: It is advisable to provide a concise but informative text in the description field, as this helps inform receptionists and patients.

Summary

  • The function is accessed via the Examination settings menu.

  • It is possible to create a new qualification and specialization immediately during the process.

  • Price, duration, and an assigned doctor are mandatory for saving.

  • Created examinations can be edited or deleted later.

FAQ

Can I modify the examination details after saving?

Yes, by clicking on the saved examination, you can return to the editing interface and modify the parameters at any time.

Can a created examination be deleted?

Yes, options are available in the list view to delete examinations that are no longer required.

Can I add a new qualification while creating an examination?

Yes, the system allows you to record a new qualification and specialization without leaving the examination editor window.

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