Patient → Treatment → Visit Hierarchy

Zdrovia organizes clinical care around a layered hierarchy. Understanding this model is essential to using the system effectively — forms, charts, invoices, stock tracking, and telehealth all attach to one of these levels.

Patient
└── Treatment (one or more)
    ├── Service (one or more — the bookable steps within a treatment)
    ├── Treatment Forms (intake — filled once per enrollment)
    ├── Charts (clinical notes for the treatment)
    └── Visit (one or more appointments)
        ├── Service Performed (which service was delivered at this visit)
        ├── Visit Forms (filled at each appointment)
        ├── Service Forms (from the booked service — auto-attached)
        └── Stock Usage (products dispensed this visit)

Level 1: Patient

A Patient is the top-level entity — a person receiving care at your clinic.

The patient record stores:

Personal information (name, email, phone)
Demographics (date of birth, health card, address)
Emergency contact details
Internal staff notes
Aggregate statistics (visit count, last seen date, no-shows)

A patient can be enrolled in multiple treatments simultaneously (e.g., receiving both physiotherapy and acupuncture), and each enrollment is tracked independently.

Where to find it: Patients in the sidebar → click any patient card.

Level 2: Treatment

A Treatment is a clinical grouping — the care pathway or protocol (e.g., “Botox Program”, “Physiotherapy Course”). It contains one or more Services that represent the individual bookable steps.

Concept	What It Is
Treatment	The overall care pathway (“Lip Filler Program”)
Service	A specific bookable step within the treatment (“Skin Assessment”, “Filler Session”, “Two-Week Review”)
Patient Treatment	A specific patient’s enrollment in a treatment — the active record linking patient to pathway

When you add a treatment to a patient, Zdrovia creates a Patient Treatment — all subsequent visits, forms, and charts are recorded against this enrollment.

What lives at the Treatment level

Treatment Forms (Intake): Forms completed once when a patient starts the treatment. Examples: consent forms, health history questionnaires. Submitted once, remain on file for the entire enrollment.

Charts (Clinical Notes): Clinical notes belong to the treatment. Each chart can optionally be linked to a specific visit. Treatments can define a default chart template to pre-populate new notes.

Default Files: Reference materials and documents attached at the treatment level, available throughout the enrollment.

Where to find it: Open a patient → click any treatment card in the Treatments section.

Level 2b: Services

Services are the individual steps that make up a treatment. They are configured once at the clinic level and reused across all patient enrollments.

Each service defines:

Price — charged when the service is performed at a visit
Duration — how long to block on the calendar
Default chart template — pre-loaded when documenting this service
Default files — auto-attached to visits where this service is performed
Default forms — procedure-specific forms shown in the visit (e.g., a filler consent that only appears for filler sessions)
Pre/post instructions — guidance sent to patients before and after the service
Prerequisite — another service that must be completed first (enforces clinical ordering)

Services are selected when booking a visit. The price at the time of booking is recorded independently so historical invoices are never affected by later price changes.

Where to find it: Services in the sidebar → view all services grouped by treatment.

Level 3: Visit

A Visit is a single appointment or clinical encounter within a treatment. Each visit records which service was performed, along with forms, dispensed products, and files.

Each visit contains:

A date and time
A visit type: in-person or telehealth
The service performed — determines default template, forms, and files for the visit
Visit Forms — standard per-appointment forms configured on the treatment
Service Forms — procedure-specific forms pulled automatically from the booked service
Stock Usage — products dispensed during this appointment
Attached Files — documents or images relevant to this encounter

Unlike Treatment Forms (filled once), Visit Forms and Service Forms are collected fresh at each appointment.

Where to find it: Open a treatment → select a visit from the visit dropdown in the header.

How Forms Flow Across Levels

Zdrovia has three scopes for forms, each serving a different purpose:

Treatment Forms (Intake)
    → Completed once per enrollment
    → Visible in the "Intake" tab
    → Example: Health history form, liability waiver

Visit Forms
    → Completed at every visit, regardless of service
    → Visible in the "Visit" tab
    → Example: Symptom check-in, general progress note

Service Forms
    → Completed when a specific service is performed
    → Auto-attached from the service's default forms configuration
    → Example: Filler consent form (only appears for filler sessions)

In addition, there is a patient-level scope:

Default Patient Forms
    → Assigned at the clinic level, required for all patients
    → Visible in the "Forms" tab on the patient profile
    → Example: General intake form, privacy policy acknowledgement

Practical Example: A New Patient Workflow

1. Create a Patient record (name, contact, demographics)
         ↓
2. Add a Treatment to the patient
   → Zdrovia creates a Patient Treatment linking the two
         ↓
3. Fill Treatment Forms (Intake tab)
   → Health history form, consent form — submitted once
         ↓
4. Book a Visit — select a Service
   → Prerequisite check runs (if service requires a prior step)
   → Visit created; service forms and files auto-attached
         ↓
5. Day of appointment:
   → Fill Visit Forms (shown for every visit)
   → Fill Service Forms (auto-attached from the booked service)
   → Record dispensed products (Stock Usage)
   → (For telehealth) Join the video call
         ↓
6. Write a Chart entry (left panel on treatment page)
   → Service's default chart template pre-loaded
         ↓
7. Generate an Invoice (patient profile → Invoices tab)
   → Service price at time of booking + billable stock items

Navigating the Hierarchy in the UI

From the Patient Profile

The patient profile page (/dashboard/patient/:id) is the entry point. From here:

See all active treatment enrollments
Add a new treatment
Access invoices, default forms, and files

From the Treatment Page

The treatment page (/dashboard/treatment/:id) is the main clinical workspace:

Left panel — Chart/clinical notes (pre-loaded with service or treatment template)
Header — Visit selector showing date and service performed, “New Visit” button
Right panel tabs:
- Intake — Treatment-level forms (filled once)
- Visit — Visit and service forms, stock usage, files (changes per visit)
- Files — All files for this treatment

Switching Between Visits

Use the visit dropdown in the treatment page header to switch between appointments. The right panel automatically updates to show forms, stock, and files for the selected visit and its service.

Key Relationships Summary

What	Belongs To	Filled / Created
Default Patient Forms	Patient (clinic-wide)	Once per patient
Treatment Forms	Patient Treatment	Once per enrollment
Visit Forms	Visit	Each appointment
Service Forms	Visit (from booked service)	Each appointment where this service is performed
Charts	Patient Treatment (optionally linked to a Visit)	As needed
Stock Usage	Visit	Each appointment
Invoices	Patient	As needed
Files	Patient, Treatment, Visit, or Service	As needed
Price at Booking	Visit → Service link	Snapshot at booking time — never retroactively updated