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Ready-to-use application

Clinics and practices

Register patients, schedule appointments, perform intake screening and record simple clinical follow-ups.

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What this template is designed to organize

Register patients, schedule appointments, perform intake screening and record simple clinical follow-ups.

Operational area

Clinical care

Connected structure

4 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 7 visible fields

Clinic patient or client registration

Key fields:

  • Full name
  • Date of birth
  • Phone/WhatsApp
  • Email
  • Known allergies
  • Relevant health conditions
  • Consent to data processing
Included form 2 · 9 visible fields

Consultation appointment

Key fields:

  • Patient
  • Service or specialty
  • Professional
  • Expected duration
  • Reason for appointment
  • Confirmation
  • Consent to use the information
Included form 3 · 7 visible fields

Clinical intake and screening

Key fields:

  • Patient
  • Responsible professional
  • Chief complaint
  • Temperature (°C)
  • Heart rate
  • Allergies, medications and relevant conditions
  • Risk classification
Included form 4 · 6 visible fields

Simple progress note

Key fields:

  • Patient
  • Record type
  • Progress or service record
  • Care plan and guidance
  • Recommended follow-up
  • Attachment

How this template organizes the routine

Register patients, schedule appointments, perform intake screening and record simple clinical follow-ups. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Clinics and practices

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typePatient
Primary fieldPatient

Available filters

StatusPatientOwner

Visible dashboard columns

  • Patient
  • Last appointment
  • Status
  • Follow-up
  • Professional
  • Type

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Registered patients
Appointments this month
Intake screenings this month
Progress notes this month

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • Add patient
  • Schedule appointment
  • Record intake assessment
  • Record progress note
  • Update patient record

Attention points

Check these alerts to identify records that may need follow-up.

  • Follow-up overdue
  • Emergency case

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Appointment workflow

Scheduled→Waiting for patient→In appointment→Completed→No-show→Cancelled
  • Confirm arrivalScheduled → Waiting for patient
  • Start appointmentWaiting for patient → In appointment
  • Complete appointmentIn appointment → Completed
  • Record no-showScheduled → No-show

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Clinics and practices template for?

Register patients, schedule appointments, perform intake screening and record simple clinical follow-ups.

Which forms are included in this template?

Clinic patient or client registration, Consultation appointment, Clinical intake and screening, Simple progress note.

How are records organized in Ecofyx?

Data is organized in the Clinics and practices dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

A public page is included and required to start the external process. The planned entry form is “Appointment booking”. Visitors can track the request by protocol when that feature is enabled.

Can I customize this template for my organization?

Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.

Start with Clinics and practices

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.

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