Creating New Visits

As a healthcare provider, you can create new telemedicine visits for your patients directly through the CureCompanion platform. This process allows you to schedule appointments, select existing patients, or create new patient records as needed.

Accessing New Visit Creation

You can start creating a new visit from your main visits page:

  1. Click the Plus (+) icon in the top navigation bar
  2. You will be directed to the patient selection screen

Selecting Patients for Visits

Searching for Existing Patients

When you access the new visit creation screen, you’ll see options to find and select patients:

  1. Use the patient search field to find existing patients by typing their name
  2. The search functionality allows you to search by patient name (partial matches work)
  3. Search results update dynamically and show matching patients with their information
  4. Click on the desired patient from the search results to select them

Patient Search Results

The search results will display:

  • Patient name (in bold)
  • Date of birth (DOB) with full date format (e.g., “Jul 16th, 1980”)
  • Gender (M/F)
  • Patient photo
  • Patients are displayed in a grid format with clear visual separation
  • Click anywhere on a patient’s card to select them and proceed to visit creation

Creating New Patient Records

If you cannot find an existing patient in the search results, you can create a new patient record:

  1. Click on the “New Patient” option at the top of the patient list
  2. You will be taken to the new patient creation form
  3. Fill in the required patient information:
    • First name (required)
    • Last name (required)
    • Gender – Select from Male, Female, or Other (required)
    • Date of birth (required)
  4. Click “Show more fields” to access optional information
  5. Click the “Save” button to create the new patient record

Required Patient Information

When creating a new patient record, you must provide:

  • First name
  • Last name
  • Gender (Male, Female, or Other)
  • Date of birth

Optional Patient Information

You can also provide additional information (click “Show more fields” to reveal):

  • Mobile phone number (with country code – defaults to United States +1)
  • Email address
  • Address (optional)
  • City (optional)
  • Country (optional – defaults to United States)
  • State (optional – shows US states when US is selected)
  • Postal code (optional)

Note: Additional patient information can be added later through the patient management interface.

Scheduling Appointments

Setting Date and Time

You can schedule the visit for a future date and time:

  1. Date Selection:
    • Click on the “Date” field to open a calendar picker
    • Navigate between months using the left/right arrow buttons
    • Click on any available date to select it
    • The date will be formatted as MM/DD/YYYY (e.g., “09/15/2025”)
  2. Time Selection:
    • Type the desired time in the “Time” field using format like “2:00 PM”
    • The system accepts standard time formats with AM/PM notation
    • No specific time slot restrictions are enforced during creation

Scheduling Considerations

When scheduling visits, consider:

  • Date Selection: You can schedule visits for future dates using the calendar interface
  • Time Flexibility: The system allows free-form time entry without strict slot restrictions
  • Availability: The system does not enforce availability checking during creation

Visit Details and Options

Before creating the visit, you can configure additional medical information:

  • Symptoms: Click the “+” button to add patient symptoms with severity levels (Mild, Moderate, Severe) and descriptions
  • Review of Systems: Expandable section for systematic review documentation
  • Vitals and Diagnostics: Section for recording patient measurements and test results
  • Medical History Sections: Including medical conditions, allergies, medications, surgeries, family history, and social history
  • All sections are collapsible and optional during initial visit creation

Confirmation Process

After configuring all visit details:

  1. Review the visit information summary displayed on the form:
    • Provider information (name and specialty)
    • Patient details (name, ID, DOB, gender, address)
    • Scheduled date and time
    • Any added symptoms or medical information
  2. Click the “Schedule visit” button located at the bottom of the form
  3. The visit will be created and you’ll be redirected to the visit details page

After Creating the Visit

Once the visit is created:

  • Automatic Redirect: You are immediately taken to the visit page
  • Ready for Documentation: The visit page provides the standard interface for adding symptoms, medical history, and conducting the visit
  • Access from Dashboard: The visit will appear in your scheduled visits on the provider dashboard

Troubleshooting Visit Creation

Common Issues

  • Patient Not Found: Use the search function or create a new patient using the “New Patient” option at the top of the patient list
  • Form Validation: The system requires all mandatory fields to be completed before allowing visit creation
  • Navigation Issues: If you need to return to patient selection, use the browser back button or navigate to the new visit creation via the “+” icon

Getting Help

If you encounter issues creating visits:

  • Check Required Fields: Ensure patient selection and date/time fields are properly filled
  • Browser Compatibility: The calendar picker and form interactions work best with modern browsers
  • Session Management: If redirected to login, you may need to re-authenticate before creating visits