The patient journey

Hello Homeo is five portals that hand one patient to each other. This page follows a single visit from the moment someone taps your booking link to the follow-up reminder seven days later — who touches it, in which portal, and what the patient can see at every point. Every stage links out to the page that covers it in depth.

Meet Priya. She finds your clinic online on a Monday, books a consultation, sees the doctor on Wednesday, pays at the front desk, collects her medicines from the pharmacy, and gets her blood test result on Friday. That is the whole product.

The journey at a glance

Stage 1 — The appointment is booked

There are three doors into the same appointment. Whichever one is used, the booking lands in the same place — Admin → Appointments, with the status Pending.

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Priya books herself — the public page

At hellohomeo.in/book/your-clinic (or the booking form on your clinic's landing page) she fills First Name, Last Name, Email Address, Phone Number, Preferred Date & Time, Consultation Type (In-Person or Video Call), Age, and optionally Sex and Health Concerns, then clicks Confirm Appointment. No login, no password. Her patient account is created for her on this first booking — the email she types here is the one she will sign in with later.

Your front desk books her — the Admin portal

Admin → New Appointment. Toggle Existing patient (search by name, email or phone) or New patient (name, email, phone), then set Date, Time, Service, Assign doctor (optional), Notes / reason for visit and Consultation mode. See Appointments.

She books it herself later — the Patient portal

Once she has an account she signs in and clicks Book Appointment: Appointment Date, Appointment Time, Reason for Visit (at least 10 characters) and an In-Person or Video Call tile. See Booking appointments.

Stage 2 — Admin approves and assigns a doctor

A Pending appointment is a request, not a booking. It becomes real when an admin assigns a doctor to it — and those are the same action.

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1. 1

   Filter the list down to Pending.

   The status filter offers All Status, Pending, Approved, In Progress, Completed, Rescheduled, Cancelled and Rejected. There are separate filters for mode (In-Person / Teleconsultation) and type (Chronic / Follow-up / Acute).

2. 2

   Click the green tick on the card — Approve & Assign Doctor.

3. 3

   Pick the doctor under Select Doctor, then click Assign & Approve.

   The status flips to Approved, the doctor's name appears on the card, and both the patient and the doctor are notified.

Stage 3 — Everyone gets told

Nobody in the clinic has to pass a message along. Each transition fires its own notifications.

Stage 4 — The doctor consults

The appointment now shows on the doctor's dashboard under Up next and Today's schedule. One button opens it: Start while it is untouched, Continue once it is under way, View record once it is finished. Opening it puts the appointment into In Progress — which is exactly what the admin sees on their list, and from that moment the admin can no longer edit, reschedule or reassign it.

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Which sections appear depends on the consultation type in the patient strip. A brand-new patient is locked to Chronic (First Visit) — Patient Info, Chief Complaints, History, Physical Exam, Mental State, Investigations, Diagnosis, Prescription. A returning patient can be switched to Follow-up or Acute, which swaps in a shorter set of sections. Past records and Primary case put the previous visits one click away. See Running a consultation.

Stage 5 — The prescription and the lab order

Both are written inside the case sheet, and both stay invisible to the rest of the clinic until the doctor finishes.

• Prescription — in the last section the doctor clicks Add Medication and searches the clinic's own inventory by name. Linking the medicine pulls in its potency, strength and price, and the Dispensing Format they pick decides both what the patient pays and how much stock comes off the shelf. See Writing a prescription.
• Lab tests — in Investigations the doctor searches your test catalogue, sets the priority (Normal, Urgent or STAT) and clicks Send to Lab. On plans without the Lab module that panel becomes External Lab Referral instead, and the patient uploads the outside lab's report herself later. See Ordering lab tests.

Then the doctor clicks Complete. If your clinic lets doctors override the fee, the Adjust Consultation Fee dialog appears first, pre-filled with their default fee. Completing the consultation does five things at once:

• Marks the appointment Completed and locks the case sheet — from here it is read-only.
• Creates the invoice automatically: the consultation fee plus every billable prescription item, priced from inventory. It starts life as Pending.
• Pushes the prescription into the pharmacist's queue.
• Emails and WhatsApps the patient that the prescription is ready.
• Schedules a 7-day follow-up reminder.

Stage 6 — Reception takes the money

The invoice the consultation raised is waiting in Billing → Invoices as Pending. Priya can see it herself in her Billing tab, itemised, with a Download PDF button — but there is no online payment anywhere in Hello Homeo. Her invoice tells her to visit or call the clinic, and your staff record what she pays.

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1. 1

   Open the invoice and click Record Payment.

   The Amount box is pre-filled with the full amount due. Type a smaller number to take a part-payment.

2. 2

   Choose the Payment Method — Cash, Card, UPI, Bank Transfer or Cheque.

   Add a Transaction Reference for UPI and card payments so you can match them later.

3. 3

   Click Record Payment.

   The invoice moves itself to Partial or Paid, and the payment appears under Payment History.

Stage 7 — The pharmacist dispenses

The prescription is now sitting in the pharmacist's dispensing queue — but whether they can act on it depends entirely on stage 6.

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1. 1

   Open the prescription from the queue.

   Each medicine shows a green Available now stock chip and a teal Dispensing: line that spells out exactly what will leave the shelf — for example 30ml Dropper Bottle × 2 — ₹120.00 (deducts 60 ml from stock).

2. 2

   Decline anything the patient does not want to buy.

   Tick those medicines, click Decline (N), add an optional reason and click Decline Items. They are struck through, badged Not Purchased, and left out of the stock deduction. The circular-arrow icon reverts a decline.

3. 3

   Click Mark as Dispensed.

   Stock comes off inventory automatically, converting the dispensing unit into the unit the item is tracked in. The patient gets an email, a bell notification and a WhatsApp message listing the medicines.

Stage 8 — The lab reports back

The lab order Priya's doctor raised during the consultation is already on the technician's worklist as LAB-00001, status Pending. The pipeline is strict and one-way — an order can only ever take the next step.

1. 1

   Collect Sample — the order moves to Sample Collected and is assigned to whoever clicked.

2. 2

   Start Processing — the order moves to Processing.

   Saving any result pushes the order here on its own, so a technician who types a value first will see the status jump.

3. 3

   Type each result: Result Value, Unit, Normal Range, the Abnormal tick and optional Remarks, then Save.

   Unit and Normal Range are pre-filled from your test catalogue, so most tests need only the value. The Abnormal tick is manual — the app never compares the value against the range for you.

4. 4

   Attach any scans with Upload Report — PDF, JPG, PNG, WEBP, DOC or DOCX, up to 10 MB.

5. 5

   Click Mark Complete.

   The patient and the ordering doctor are both told the results are ready, and Download PDF produces the branded lab report.

Priya now sees the order under Lab Results in her portal: each test with its value, its Ref: range, a red flag on anything abnormal, and a Download PDF button. The doctor sees exactly the same results back inside the case sheet and on their own Lab orders page.

Stage 9 — The follow-up

Seven days after the consultation a follow-up reminder goes out to the patient. When she books again, the loop starts over — but the second lap is shorter than the first.

• Because she now has a completed visit on record, the booking form offers a Consultation type of Follow-up or Acute instead of Chronic.
• The doctor's case sheet drops to the shorter follow-up sections, and Primary case puts the original chronic case one click away for comparison.
• Everything from the first visit — appointments, prescriptions, lab orders, invoices and records — is stacked on her profile in Admin → Patients across six tabs, with the total billed and anything still outstanding in the header. See Patients.

What the patient can and cannot see

The patient portal is deliberately narrower than the staff portals. Knowing where the line falls saves a lot of phone calls.

When the journey stalls

Follow the journey in depth