The consultation

The case sheet is where the whole product earns its keep. It is a homeopathic consultation record — complaints with their modalities, history, generals, mentals, totality, remedy — laid out as a numbered set of sections you work down while the patient is in front of you. It saves itself as you go, and completing it bills the visit, notifies the pharmacy and closes the appointment.

You never type that address. You reach the case sheet by clicking Start consultation on your dashboard, by clicking Start / Continue / View record on a card in My appointments, or by starting a quick consultation for a walk-in.

How the screen is laid out

Enlarge

• Header — the word Consultation with the consultation ID badge, the X/Y sections progress bar, the Auto-saved HH:MM stamp, and the action buttons: Export, Save Draft and Complete. On a video appointment you also get Start Call.
• Patient strip — avatar, name, patient ID, age and sex, phone and email; the consultation-type control; the Primary case and Past records buttons; and a green Reason for visit: banner carrying over whatever the patient wrote when booking.
• Section rail — the numbered list of sections. Click any one to jump to it. On a phone the rail becomes a scrolling tab strip across the top of the form.
• Section stepper — at the foot of the form, a back button and a forward button labelled with the names of the previous and next sections, and Section 3 of 8 between them.
• Floating buttons, bottom right — the green Vita pill (with your H-Credit count on it) and the black Repertory pill.

Consultation type decides the sections

Before you start writing, look at the segmented control in the patient strip. It sets the kind of visit, and the kind of visit decides which sections you get. Hello Homeo does not let you choose freely: a patient with no completed visit at your clinic is locked to Chronic (First Visit), and a patient who has been seen before is offered only Follow-up or Acute.

Patient Info

The Demographics block. Anything the front desk already captured is pre-filled; you are correcting and completing it, not re-typing it.

Sex

Male, Female or Other. Used for constitutional analysis, so record it rather than leaving it blank.

Occupation

Free text — e.g. Software Engineer, Teacher. Work reveals the physical and mental stressors behind the case.

Date of Birth

Once you set it, Age: N years appears under the box and the age in the patient strip updates. Exact age guides potency and dosage.

Address

Residential address, for records and for environmental factors that may be feeding the complaint.

Chief Complaints

The heart of the chronic case sheet. Every field here has an ⓘ icon — hover it and you get a line telling you exactly what a homeopath should be recording in that box.

Chief Complaints

The main symptoms, in the patient's own words. Start with the most troublesome one.

Onset

When it first appeared — and, critically, whether it was sudden or gradual.

Duration

How long it has persisted. Chronic versus acute duration changes both the approach and the potency.

Location

The exact site. Right versus left, the direction it spreads, any extensions.

Sensation

The quality of the pain or discomfort — burning, aching, sharp, throbbing, stitching.

Modalities (Aggravating/Ameliorating factors)

What makes it better and what makes it worse — cold, heat, motion, rest, time of day, position.

Associated Symptoms

Concomitants. Symptoms that turn up alongside the complaint but look unrelated are often the ones that find the simillimum.

Progression

How the condition has moved over time — improving, worsening, spreading, fluctuating.

History

History of Present Illness

The chronological story from first onset to today, including every treatment already tried and what it did.

Past Medical History

Past illnesses, surgeries, accidents, hospitalisations, vaccinations. Previous suppressions belong here.

Family History

Hereditary diseases and constitutional tendencies in parents, siblings and grandparents — the miasmatic inheritance behind the case.

The History section appears on chronic case sheets only. On a follow-up, everything that has changed since the last visit goes into Notes instead.

Physical Exam and Mental State

These are two separate sections in the rail, and both appear on every consultation type.

Physical Generals

The constitutional picture: appetite, thirst, sleep, thermal reaction (chilly or hot), perspiration, bowel and urine habits, menstrual cycle.

Physical Particulars

The local symptoms of the affected part — what you find on examining it, with its own sensations and modalities.

Mental and Emotional State

Fears, anxieties, anger patterns, grief, mood, behaviour under stress. The whole Mental State section is this one box, and in homeopathic prescribing it is the one that carries the most weight.

Investigations

Vitals, what you found on examination, and everything the labs have said. This is also the only place in the portal from which you can order a lab test.

Vital Signs is a six-box grid. Each box shows its unit as a hint, so type the number and nothing else.

General Examination Findings

Pallor, icterus, cyanosis, oedema, clubbing, lymph nodes — general appearance and any abnormal finding.

Tongue / Pulse (For Homeopathy)

Tongue: coating colour, texture, shape, cracks. Pulse: rate, rhythm, volume, quality. It is kept as its own field precisely because classical prescribing leans on it.

Lab Results

Blood work, urine analysis and other pathology, summarised in your own words. Results that the lab enters in Hello Homeo appear separately, below.

Imaging Results

X-ray, ultrasound, MRI, CT — the type of study, its date and the key findings.

Diagnosis, totality and the treatment plan

The last analytical section of a chronic case sheet, and the one your prescribing argument lives in.

Provisional Diagnosis

Your initial working diagnosis from the presentation, before the investigations come back.

Totality Analysis (For Homeopathy)

The complete characteristic picture — the peculiar, rare and individualising symptoms, weighted by degree, with your rubrics and shortlisted remedies. This is the field the Repertory workbench writes into when you use Add to analysis.

Final Diagnosis

The confirmed diagnosis after everything is in. It prints on the case sheet and the prescription, and it is what billing sees.

Treatment Plan

The remedy, the potency, the repetition schedule and any adjunct measures — plus your reasoning, so that in three months you can still read why you prescribed what you did.

Follow-up Instructions

When to come back, what to watch for, diet, lifestyle, antidotes to avoid (coffee, camphor, menthol). These reach the patient.

Additional Notes

Anything clinical or administrative that fits nowhere else. It is exported as Doctor's Notes in the PDF.

On a Follow-up, the diagnosis section is replaced by Notes, which holds one field — Progress / Observations — for the response to the last remedy, what has changed, what is new, and the advice you gave today. An Acute visit gets both: an Acute Diagnosis & Analysis section with a Diagnosis Analysis box for the acute rubrics and remedy reasoning, plus the same Notes section.

Prescription

The final section on every consultation type. Click Add Medication, search your inventory by name, pick the Dosage Form and a Dispensing Format, then set Dosage, Frequency, Duration and Quantity with its unit. Linking a row to inventory is what makes stock deduct and the invoice price itself correctly. The full walkthrough — dispensing formats, homeopathic units, what the pharmacist receives — is in Writing a prescription.

Dictating instead of typing

Every long text field in the case sheet carries a small microphone button in its top-right corner. Case-taking is a conversation; this lets you keep looking at the patient instead of at the keyboard.

1. 1

   Click the microphone in the field you want to fill.

   The button turns red and becomes a pause icon. Allow microphone access the first time your browser asks — if you refuse, you get Microphone access denied.

2. 2

   Speak.

   What is being heard shows in italics under the box, and finished phrases drop into the field. The speech recognition is tuned for Indian English.

3. 3

   Click the button again to stop.

   Dictated text is appended to whatever the field already contains — it never overwrites what you have typed.

Saving, autosave and drafts

• The case sheet saves itself every 60 seconds whenever there are unsaved changes. The header then reads Auto-saved 11:42.
• Save Draft forces an immediate save and confirms with Progress saved successfully!
• The first save moves the appointment to In Progress, so its card in My appointments now says Continue instead of Start.
• If you try to close the tab with unsaved edits, the browser stops you and asks whether you really want to leave.
• Autosave stops once the consultation is completed — a completed sheet cannot be edited at all.

Past records and the primary case

Two buttons in the patient strip open the patient's history without losing your place in today's sheet.

Past records

A Past Records window with two lists: Medical Records — each showing the date, the doctor, and that visit's chief complaints, diagnosis and treatment — and Prescriptions, each medication with its dosage, frequency and duration. The last 10 of each. Click any entry to open that old consultation.

Primary case

The Primary Case Sheet — the patient's original chronic record, grouped into Chief Complaints, History, Physical & Mental Assessment, Vital Signs, Examination, Diagnosis & Treatment and Prescription. If the patient has no chronic sheet yet you get No chronic case sheet found for this patient.

Exporting the case sheet as a PDF

Click Export in the header. The Export Case Sheet dialog appears — Select sections to include in the PDF — with a Select All row and a counter reading, for example, 11 of 11 selected. The tickable sections are:

• Patient Information — name, age, sex, contact details
• Consulting Doctor — doctor name and service
• Chief Complaints — complaints, onset, duration, location
• History — present illness, past and family history
• Physical & Mental Assessment — physical generals, particulars, mental state
• Vital Signs — BP, pulse, temperature, weight, height
• Examination & Findings — general exam, tongue and pulse, lab results
• Diagnosis — provisional, final, totality analysis
• Treatment & Follow-up — treatment plan and follow-up instructions
• Doctor's Notes — the Additional Notes field
• Prescription — medications, dosage, frequency, instructions

Everything is ticked by default. Untick whatever the recipient does not need — a referral letter rarely needs your mental-state notes — then click Export PDF. The button stays disabled until at least one section is ticked. The PDF is built there and then, carrying your clinic's logo and colours, and you can export before or after the consultation is completed.

Completing the consultation

Complete is the button that ends the visit and sets the rest of the clinic in motion. Press it only when the prescription is right, because it cannot be undone from the case sheet.

1. 1

   Click Complete.

   If your clinic allows doctors to set their own fee, Adjust Consultation Fee opens first — Set the fee for this consultation. The default fee set by the admin is pre-filled. Edit the Consultation Fee (₹) box and click Complete in the dialog (pressing Enter does the same). If your clinic does not allow fee overrides, the admin's fee is used and no dialog appears.

2. 2

   Watch for the confirmation.

   Consultation completed successfully! — confetti fires and you are taken back to My appointments a few seconds later.

Behind that one click, completing a consultation:

• Marks the appointment Completed, so the case sheet reopens as Completed – Read Only with the banner This consultation is completed and cannot be edited.
• Ends any teleconsultation call still running — you do not have to hang up first.
• Creates the invoice automatically: your consultation fee plus the billable prescription items. It waits in Invoices for the front desk to take payment.
• Notifies every pharmacist at the clinic with New Prescription Ready, and every admin with Consultation Completed.
• Emails the patient, and sends them a WhatsApp message telling them their prescription is ready.
• Schedules a follow-up reminder to the patient 7 days later.

Quick consultation — a walk-in with no appointment

Someone walks in, nobody booked them, and you are not going to send them back to the queue at the front desk. Quick Consultation creates the appointment, creates or finds the patient, and drops you straight into the case sheet. Start it from the Quick consultation button on your dashboard.

Enlarge

1. 1

   Pick the Consultation Type chip.

   First Consultation (detailed case-taking — complaints, history, generals, mentals, totality), Follow-up (a quick review of progress) or Acute (a focused acute complaint). The line under the chips explains whichever one is selected.

2. 2

   For a First Consultation, fill in the patient.

   Full Name and Phone are both required. Email, Date of Birth, Sex, Occupation and Address are optional, but filling them now saves asking later.

3. 3

   Read the banner before you continue.

   As you type, your clinic's records are searched: Checking for existing patient…, then either Existing patient found — {name}. This consultation will be linked to their record. or No existing patient with this email/phone in this clinic. If a patient is matched, the visit joins their history instead of starting a duplicate record.

4. 4

   For a Follow-up or Acute, find the patient instead.

   The form changes to Select Patient. Type into Patient Email, then click the right person in the list of matches — the confirmation reads Selected patient: {name}. You cannot start these two types without selecting an existing patient.

5. 5

   Leave Create patient account if it doesn't exist ticked.

   It creates the patient record for a genuinely new person. When an existing patient has already been matched the tick is forced on and greyed out, because the visit is being linked to them anyway.

6. 6

   Click Start Consultation.

   A message confirms New patient created or Linked to existing patient, and the case sheet opens — already in progress, and recorded as an in-person visit.

From there the case sheet behaves exactly as described above — the same sections, the same autosave, the same Complete, the same invoice at the end.

Common questions