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Practitioner (doctor, dentist, therapist…)

Practitioners examine patients, document visits, prescribe, sign clinical documents, run teleconsultations and maintain care plans. THERAPIST is a legacy alias of this role.

Who this is for​

Doctors, dentists, therapists, optometrists, counsellors and any clinician who must write or sign patient records.

What you can access​

PRACTITIONER and DOCTOR include dashboard.practitioner, letterpad.use, patient read/create/update, appointment manage, encounter.write, vitals.write, clinical document create/sign/amend/share, rx.write, care plans, packages, billing create, AI assist when enabled, document vault read/upload/delete, consent capture, immunization.write and teleconsult.conduct.

PRACTITIONER, DOCTOR and THERAPIST behave the same everywhere a clinician is meant: every active practitioner (any designation) appears in staff pickers such as Treating Doctor on bills, appointments, payouts and reports; sees only the bills they created or that are assigned to them; and is notified only about the bills and patients assigned to them (never about other clinicians' bills or patients).

Public website and booking listing​

Your clinic's public website and online booking page list only clinicians who are opted in to public visibility:

  • DOCTOR and THERAPIST users are listed by role.
  • A PRACTITIONER is listed only when every designation on record — the Designation in Professional Details and the one the onboarding wizard stores on the staff record — is a patient-facing clinician designation: Doctor, Dentist, Physiotherapist, Occupational Therapist, Speech Therapist, Audiologist, Psychologist or Nutritionist. Two different patient-facing designations (for example Dentist and Physiotherapist) are fine.
  • A designation that is not patient-facing on either record — Nurse, Lab Technician or any other free-text designation — or no designation at all keeps the practitioner off the public listing.
  • Signature, seal and registration number are never shown publicly.

Daily workflows​

1. Start from My Dashboard​

  1. Open My Dashboard (/app/doctor-dashboard). Result: Today's Schedule, assigned patients and your activity load.
  2. Ask reception to check in the patient or issue a token.
  3. Click Start visit. Result: the visit workspace opens at /app/patients/:patientId/encounters/:encounterId.

2. Record vitals, problems and allergies​

  1. Open Vitals, enter readings and click Save vitals. Result: trends and latest vitals update.
  2. Open Problems and use Search ICD-10 (code or words). Result: diagnosis is added.
  3. Open Allergies, fill Substance, Type, Reaction and Severity, then click Add allergy. Tip: allergy warnings are checked again at prescription finalisation.

3. Write and print a prescription in under 90 seconds​

  1. Open Prescription.
  2. Search Search medicine (generic or brand) or choose Favourites / sets and click Apply set.
  3. Check Dose, Frequency, Timing, Days, Advice and Follow-up date.
  4. Click Save draft. Result: quantity, bilingual instructions and Warnings are calculated.
  5. Tick I have reviewed this warning for each warning and click Finalize. Result: Print and Share on WhatsApp are available. Share on WhatsApp sends only the patient-portal link: when your role sees the patient's full mobile number it opens that patient's chat; otherwise (clinicians see masked numbers) WhatsApp asks you to pick the chat, so the number is never exposed. Each share is recorded in the access log.
  6. If Add your medical council registration number to your profile before finalizing appears, click Open profile, save the number and finalise again.

4. Create and sign a clinical document​

  1. Open Clinical Documents (/app/clinical-documents) or the visit Documents tab.
  2. Click New document, choose patient and Template, then open the editor.
  3. Fill sections; use All normal, smart phrases and copy-forward only when clinically correct.
  4. Click Sign or press Ctrl+Enter. Result: the document becomes Final or In review for co-signature.
  5. Use Add addendum for extra signed notes or Amend with a reason for corrections. Tip: never overwrite a signed document.

5. Share, teleconsult and plan care​

  1. In a signed document, click Print and use Download PDF or Share. Tick Require a one-time code for sensitive sharing.
  2. For teleconsult, open /app/patients/:patientId/teleconsult/new, confirm identity and consent, then prescribe under NMC rules.
  3. Use Vaccination -> Record dose when immunisation is part of your service.
  4. Use Care Plans (/app/care-plans) for home programmes. Tip: AI dictation is available only when the owner enables AI Assist (/app/settings/ai-assist); review every draft yourself.

First-day checklist​

  1. Save profile, qualification, signature and medical council registration number.
  2. Create one prescription favourite/set.
  3. Practise Start visit -> Vitals -> Problems -> Prescription -> Finalize -> Print.
  4. Create, sign and print one clinical document.
  5. Review telemedicine consent and medicine-list rules.