---
title: "Consultation Flow"
url: "https://help.healthbridgeclinical.co.za/en/article/consultation-flow"
language: "en"
last_updated: "2026-08-31T06:50:38.407Z"
---

# Consultation Flow

![](https://cdn-assets.productfruits.com/b8413e05-49b1-46d6-bd48-4a526add470f)

Start here

### Welcome to Healthbridge Clinical

Here's a real consultation, start to finish, one card per step. Scroll through at your own pace.

![My Schedule showing two real booked appointments](https://cdn-assets.productfruits.com/cd5435b8-f985-42f5-b7f6-9449f2c51d29)

Step 1

### A booked appointment

**Click the appointment** on My Schedule to open the patient's file. Prefer the Waiting Room if you're seeing patients as they arrive.

[View article →](https://help.healthbridgeclinical.co.za/en/article/finding-a-patient)

![Patient Overview showing talking points, family, and conditions](https://cdn-assets.productfruits.com/3208f5b6-bd55-427d-9a6b-8b6eafa8d021)

Step 2

### Opening the file

You'll land on **Patient Overview**, talking points, family history, conditions, and medication in one screen. Skim it, then click **Start Consult** to begin.

[View article →](https://help.healthbridgeclinical.co.za/en/article/patient-overview-summary-panel)

![Nora speech-to-clinical-notes panel open during a consultation](https://cdn-assets.productfruits.com/190941c6-4c88-4e4f-9be0-338d6117370d)

Step 3

### Let Nora take notes

**Click the microphone icon** to start recording. Nora turns your conversation into structured clinical notes automatically, so you can stay focused on the patient.

[View article →](https://help.healthbridgeclinical.co.za/en/article/nora-ai)

![Symptoms tab showing complaint and visit type options](https://cdn-assets.productfruits.com/a2b91c64-4dad-4640-b7fd-164596cdc7bc)

Step 4

### Symptoms tab

**Open the Symptoms tab**, then select a complaint and visit type. Healthbridge Clinical tailors the examination questions to match.

[View article →](https://help.healthbridgeclinical.co.za/en/article/completing-the-symptoms-tab)

![Examination tab showing vitals input fields](https://cdn-assets.productfruits.com/06f6ba6f-30b6-466f-ba23-87aeebb8aff7)

Step 5

### Examination tab

**Open the Examination tab**, then capture vitals, run a questionnaire, or draw directly onto a body chart, whatever the visit calls for.

[View article →](https://help.healthbridgeclinical.co.za/en/article/completing-the-examination-tab)

![Diagnose and prescribe tab with a medicine search and allergy flag visible](https://cdn-assets.productfruits.com/1ca932ca-7fe1-44ec-be99-473f9ef06495)

Step 6

### Diagnose & prescribe

**Open the Diagnose & Prescribe tab**, search and add an ICD-10 code under Diagnosis, then switch to Medicine, SmartMeds suggests medication and flags allergies automatically before you confirm anything.

[View article →](https://help.healthbridgeclinical.co.za/en/article/smartmeds)

![Plan tab showing the five Clinical Assistant generator cards](https://cdn-assets.productfruits.com/bc0ddd2b-d618-4aeb-b304-522d866b60b8)

Step 7

### Let AI handle the paperwork

**Open the Plan tab**, then click a generator card, referral letter, motivation, or visit summary, and the Clinical Assistant drafts it straight from the patient's history in seconds.

[View article →](https://help.healthbridgeclinical.co.za/en/article/visit-summary)

![Medical Certificate toggled on with date and signature fields](https://cdn-assets.productfruits.com/be4d0c0e-a03d-41ae-85a8-b7802be6bdd5)

Step 8

### Medical Certificate

**Toggle on Medical Certificate** in the Plan tab, and a certificate is ready to download, email, or print, no separate document to write.

[View article →](https://help.healthbridgeclinical.co.za/en/article/medical-certificates-and-sick-notes)

![Review tab showing the invoice and Send to admin checkbox](https://cdn-assets.productfruits.com/41befdb8-70c3-4dfc-ae1f-e16bd3a1eb9a)

Step 9

### Wrapping up

**Open the Review tab.** Tick **Send to admin** to hand billing to your admin team, or leave it unticked to bill it yourself and submit straight to the medical aid. Then click **Finish**.

[View article →](https://help.healthbridgeclinical.co.za/en/article/reviewing-and-finishing-a-consultation)

![Pathology Centre showing incoming lab results](https://cdn-assets.productfruits.com/f831146e-1ee9-440d-bf28-238a556796d7)

Step 10

### After the patient leaves

Lab results land automatically in your **Pathology Centre**. Click the green WhatsApp icon on a result, and the Pathology Messenger drafts a patient-friendly message for you.

[View article →](https://help.healthbridgeclinical.co.za/en/article/pathology-messenger)

![](https://cdn-assets.productfruits.com/b8413e05-49b1-46d6-bd48-4a526add470f)

All done

### You're ready

That's a full consultation, start to finish. Explore the help centre any time you need a refresher.

[Explore the help centre →](https://help.healthbridgeclinical.co.za/en/article/healthbridge-clinical-orientation)

For the full guide click [here](https://help.healthbridgeclinical.co.za/en/article/conducting-a-consultation).