Visits

A Visit is a single clinical appointment or encounter within a patient treatment. Each time a patient comes in (or connects via telehealth) for a specific treatment, a new visit is recorded.

Visits are the most granular level of the Patient → Treatment → Visit Hierarchy. They hold per-appointment forms, stock usage records, and attached files.

Creating a Visit

Visits are created from the treatment page.

Open a patient’s treatment (Patients → [Patient] → [Treatment])
Click the New Visit button in the treatment page header
A dialog appears to configure the visit:
- Date and time of the appointment
- Visit type: In-Person or Telehealth
- Any other relevant details
Click Create — the visit is added to the visit selector dropdown

You can also create visits from the Schedule page when booking appointments. See Schedule.

Navigating Between Visits

The visit selector dropdown in the treatment page header lists all visits for this treatment, ordered by date.

Each entry in the dropdown shows:

Visit date and time
Visit type indicator (in-person or telehealth)

Select any visit to load it in the Visit tab on the right panel.

The Visit Tab

When a visit is selected, the Visit tab on the right panel of the treatment page shows all content associated with that appointment.

Visit Details

At the top of the Visit tab:

Date and time of the appointment
Visit type badge — In-Person or Telehealth
For telehealth visits: a video call widget to join or start the session

Visit Forms

Forms required for this specific appointment. These are configured in the treatment template as Visit Forms and are separate from the treatment’s intake forms.

Form cards show:

Form name
Completion status: Complete or Incomplete
Last submitted date (if complete)

To fill a visit form:

Click the form card
A dialog opens with the form fields
Fill in and submit
The card updates to Complete

Adding extra forms to a visit: Click Add Form to attach a form that isn’t part of the standard visit requirements. This is useful for:

Procedure-specific consent forms
Post-treatment surveys
Supplementary documentation

Viewing revision history: If a form has been submitted multiple times (e.g., updated after the visit), a revision selector appears in the form dialog. All revisions are preserved — you can view any previous version.

Stock Usage

The Stock Usage section tracks what products were dispensed during this visit.

To record dispensed products:

Click the Dispense button
The inventory management modal opens
Search for and select a product
Enter the quantity used
Mark whether the item is billable to the patient
Confirm — the usage is recorded against this visit

What gets recorded:

Product name and ID
Quantity dispensed
Unit cost (what you paid)
Customer price (what you charge)
Whether it’s billable
Timestamp and staff member who recorded it

Stock usage data feeds directly into invoice generation. When creating an invoice for this patient, billable stock items from their visits will be available to add as line items.

See Inventory for information on managing products and stock levels.

Visit Files

Files specific to this appointment — for example:

Images taken during the visit (before/after photos, wound photos)
Scanned documents specific to this encounter
Lab results received on this date

To attach a file:

Click Upload in the Visit Files section
Select one or more files from your device
Files are uploaded and displayed in the gallery

Files can be annotated with a built-in drawing/markup tool. Click on any file to open it and use the annotation toolbar.

See Telehealth & Files for full file management documentation.

Visit Types

In-Person

A standard clinic appointment. No video call functionality is provided — all care is documented the same way:

Fill visit forms
Record stock usage
Write chart notes
Attach relevant files

Telehealth

A remote appointment conducted via video call. In addition to all in-person documentation, the Visit tab includes a Telehealth widget:

Join Call button — launches the Jitsi video conference session
Call status indicator (waiting, in-progress, ended)
Participant management

The telehealth session is embedded directly in the Zdrovia interface — no external software required for staff. Patients receive a link to join.

See Telehealth & Files for details on running video sessions.

Visit Lifecycle

1. Visit Created
   → Added to the visit dropdown
   → Visit Forms appear as "Incomplete"

2. Day of Appointment
   → Select visit from dropdown
   → Fill Visit Forms
   → (For telehealth) Start the video call
   → Record stock usage (products dispensed)
   → Attach any files from the appointment

3. After Appointment
   → Write or finalize Chart entry
   → Generate invoice with billable stock items
   → Mark forms as final

Visits and Charts

Charts (clinical notes) belong to the treatment, not to a specific visit. However, when writing a chart you can link it to a visit, indicating that the note was written in the context of a specific appointment.

This connection is useful for:

Keeping appointment-specific notes organized
Understanding when documentation was created relative to the care timeline
Generating reports by visit

When you create a new charts while a visit is selected, Zdrovia may auto-link the chart to that visit depending on your workflow.

See Charts for full documentation on clinical notes.

Tips

Visit Forms vs Treatment Forms: Visit forms reset each appointment. If your clinic uses the same symptom questionnaire every session, add it as a Visit Form on the treatment template so it appears automatically for every new visit.
Billable stock: Only items marked as “billable” in the stock usage modal will appear as line items when generating an invoice. Non-billable items (e.g., clinic consumables) are tracked for cost analysis but not charged to the patient.
No visit selected: If no visit is selected in the dropdown, the Visit tab shows a prompt to select or create a visit. Treatment-level Intake forms are always visible in the Intake tab regardless of visit selection.