Every visit, chart and form a patient has sits on a record — what Zdrovia calls a service line (and what the patient profile still labels a Treatment). It is the thread that makes six appointments read as one course of care rather than six unrelated visits.
:::info Creating a service is the primary act You do not normally create a service line yourself. Create a service and Zdrovia creates the line behind it, named after the service. Reach for the Service lines page only when several services genuinely share one course of care, or when you need a record for something that is never booked at all. :::
When you need a line of your own
Navigate to Services in the sidebar and use New service line, or go to /dashboard/treatments directly.
Two reasons to create one:
| Reason | Example |
|---|---|
| Several services share one record | A house line where patients move between tiers — the chart history should follow the patient, not fragment across the tier they happened to book |
| A record for something never booked | General notes, phone calls, letters, follow-ups |
Everything else makes its own.
Joining a service to a line
On the service, under Service line, set Part of. The default is On its own.
Services in one line keep a single continuing record between them, so a patient moving between them is still one course of care. Leave it alone unless they really are the same course of care.
What a line defines
A service line carries the paperwork shared across the whole course of care:
| Setting | Description |
|---|---|
| Name | What the record is called on the patient’s file |
| Default chart template | The template a new note opens with |
| Intake forms | Forms asked once for the whole course of care |
| Default files | Reference materials available throughout |
Reach these from the service itself — Chart template & forms… under the Service line section — rather than hunting for the line.
:::info Service settings win Where a service and its line both define something — a chart template, default forms, default files, the main visit form — the service’s setting takes precedence. Configure at the service level and let the line be the fallback. :::
Charts without a line
Not everything belongs to a course of care. A consult note, a phone note, an intake summary or a letter can be written straight onto the patient with no record attached.
Untethered charts still graph — graphs are patient-scoped, so a pain score in a phone-consult note counts the same as one written in a booked visit.
Patient records
When a patient books a service, Zdrovia creates their record on that service’s line — an individual enrollment linking the patient to the pathway.
Opening a record
Click any card in the Treatments section of the patient’s profile to open the workspace at /dashboard/treatment/:id.
Enrolling manually
- Open the patient’s profile
- In the Treatments card, click Add Treatment
- Search for and select the line
- The record is created and appears as a card
Each record is tracked independently, with its own forms, charts and visits. A patient can hold several at once.
The clinical workspace
The record page is where clinical work happens. It has a three-area layout:
┌─────────────────────────────────────────────────────────────┐
│ HEADER │
│ Patient Name | Record Badge | Visit Selector | Actions │
├────────────────────────┬────────────────────────────────────┤
│ │ │
│ LEFT PANEL │ RIGHT PANEL │
│ (Charts) │ Tabs: Intake | Visit | Files │
│ │ │
└────────────────────────┴────────────────────────────────────┘Header
- Patient name — links back to the patient profile
- Record badge — the name of the service line
- Form completion status — how many required forms are complete
- Visit selector — switch between visits (date and service performed)
- New Visit button — book another appointment on this record
Left panel — Charts
The clinical notes area. The default chart template loads automatically, resolved service-first.
See Charts for the editor, Smart Blocks for structured fields, and AI Scribe for recording a consultation.
Right panel — Intake tab
Forms asked once for the whole course of care. Once submitted they stay on file for the life of the record.
Right panel — Visit tab
Context-sensitive — changes with the selected visit. Visit forms, stock usage, telehealth and visit files.
See Visits.
Right panel — Files tab
Files attached to the record as a whole rather than to one appointment.
Tips
- Don’t create lines up front. Add the services you offer; the records appear behind them. A page full of hand-made lines is a sign something is being over-modelled.
- Group only what is genuinely one course of care. If a patient moving between two services should carry their history with them, they belong in one line. If not, leave them apart.
- Configure on the service, not the line. Service settings take precedence, and it is the level you will actually remember to check.
- A patient can hold several records at once — physiotherapy and acupuncture run side by side, each with its own forms, charts and visits.
- Use an unbooked line for the things that have no appointment: phone advice, letters, and general correspondence you still want on the record.