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Custom Visit Templates

Part 10: Tailor Every Consultation to Your Workflow

This week, discover Custom Visit Templates and create consultation workflows that fit the unique way your practice operates.

  • Build Around Your Practice: Create your own consultation templates for specialised workflows while continuing to use Healthbridge Clinical's standard consultation templates.
  • Flexible Field Options: Add text fields, expanding text boxes, checklists and slide toggles, organised under Symptoms or Examination.
  • Smarter Consultations: Use conditional questions to guide consultations and capture more meaningful clinical information.
  • Automatic Clinical Documentation: Information captured through Custom Visit Templates is automatically added to the Patient Timeline, helping generate richer Clinical Assistant notes and referral letters.


Select Provider Name, choose Custom Visit Templates, enter a template name, select where your custom fields belong, add your preferred field types, and click Save to start tailoring every consultation to your workflow.

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