DocsDaily work
Home visits
One home visit from the booking to the next one, step by step, with who does each part and who can see the patient's address.
A home visit goes on the same schedule as a clinic visit. The physio records it on their phone: time in at the door, the patient's signature, the note, time out and their own signature.
1. The booking (front desk)
- New patient? Register them under Patients → New patient. Write the Address in full, with the area and a landmark, the way a driver would need it. The physio's map link is built from this line.
- Go to Schedule → New appointment. Pick the patient, the physio, the date and time, and set Location to Home visit.
- Put the gate code or "call on arrival" in Notes.
The patient gets an email the day before and another about an hour before, saying the physio is on the way, if they have an email address.
2. The physio's day
- Open Schedule, or My schedule on the Dashboard. Your visits are in time order.
- Under each home visit you see the address, Call and Open in Maps.
- You only see the address for visits booked to you. If you're covering for someone, ask the desk to assign the visit to you first.
3. At the house
- Open the visit and click Start consultation. The Visit attendance card is at the top, with a Where line.
- Tap Time in.
- The patient signs on your phone (Patient signature).
- Treat, then write the note in its boxes and submit it as you would for a clinic visit.
- Before you leave, tap Time out and add your own signature (Therapist signature).

No signal at the house? Stator needs internet. Write the note as soon as you're back online, the same day.
4. Book the next visit
Tap Book next visit at the bottom of the attendance card. The schedule opens a week ahead with the patient and Home visit already filled in. Change the day and time, and save.

5. The bill and the receipt (front desk)
- Open the visit and, under Charges, add the home-visit or transport fee as its own line if the clinic charges one. The price comes from Settings → Tariffs.
- Bill it from Billing → Visits not yet billed, as in Billing and HMO claims.
- Physios don't record money. If a patient pays the physio in cash, the physio tells the desk the same day, and the desk records it.
- A receipt shared on WhatsApp carries the amounts paid, never the treatment.
Who sees the address
Only the desk, the admin (owner), the head physio and the physio booked for that visit. In the patient app, a home visit never shows a branch.
The logbook and open visits
- Reports → Home visits logbook lists every home visit with its time in, time out and both signatures. Filter by month or physio, export it as a spreadsheet, or print it as a logbook on the clinic's letterhead.
- A home visit still missing its time out or a signature after 24 hours shows on the compliance report.