Completing a Visit

Overview

Completing a visit in SehaFile finalizes the clinical encounter and triggers several automated actions: the visit status changes to “completed”, the completed_at timestamp is recorded, an invoice can be auto-generated, and visit data (diagnoses, prescriptions, vitals) can be synced to the patient's citizen health profile. This is the final step in the clinical documentation workflow.

Steps to Complete a Visit

1. Review all visit documentation — Before completing, ensure all sections are filled:
   • Vitals recorded
   • Diagnoses added (at least one primary)
   • Prescriptions entered
   • Lab/imaging orders created (if needed)
   • Procedures documented (if performed)
   • Follow-up date set (if needed)
2. Click “Complete Visit” — The button is at the top of the visit workspace. This calls POST /visits/:id/complete.
3. Choose invoice generation — A dialog asks whether to auto-generate an invoice. If enabled, the system calls POST /visits/:id/generate-invoice which creates an invoice from the consultation fee, procedures, and any additional charges.
4. Confirm citizen sync — If the patient has given consent (citizen_consent = true), visit data syncs to their citizen health profile. The synced_to_citizen flag is set to true.
5. Confirm completion — Click Confirm. The visit status changes to “completed” and the completed_at timestamp is recorded.

What Happens After Completion

• Invoice generation — If auto-invoice is enabled, the billing module creates an invoice with line items for consultation fee, procedures, and discounts
• Citizen profile sync — Diagnoses, prescriptions, vitals, and certificates are synced to the patient's unified health profile
• Visit counter update — Your daily visit count increments on the dashboard
• Follow-up scheduling — If follow_up_date was set, it appears in your upcoming follow-ups list

FAQ

Can I reopen a completed visit?

Only clinic admins can revert a completed visit back to in_progress status. Contact your admin if corrections are needed.

What if the patient did not consent to citizen sync?

If citizen_consent is false, visit data remains only in the clinic system and is not synced to the patient's citizen profile.

Is the invoice amount editable after generation?

Yes. The accounting team can modify invoice details from the billing module after generation.