Medical care (clinic)

Template

Pipefy’s Medical Care (clinic) Template is designed for clinics that want to manage their patients’ details, from the moment they schedule the appointment to leaving the clinic.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Name

  • 2. Birth date

  • 3. Phone

  • 4. Email

  • 5. Specialty

    • Pediatrician
    • Cardiologist
    • Neurologist
    • Endocrinologist

Scheduling

  • 1. Doctor

  • 2. Appointment reason

    • Disease - 'Medical care'
    • Routine - 'Medical appointment'
  • 3. Details

  • 4. Scheduled date

  • 5. Scheduled time

Medical care

  • 1. Symptoms

  • 2. Heart rate

  • 3. Temperature

  • 4. Blood pressure

  • 5. Exams (if needed)

  • 6. Prescribed medication

  • 7. Does the patient need to be hospitalized?

    • Yes
    • No
  • 8. Does the patient need to return?

    • Yes
    • No
  • 9. Return date

Medical appointment

  • 1. Appointment reason

  • 2. Heart rate

  • 3. Temperature

  • 4. Blood pressure

  • 5. Exams (if needed)

  • 6. Prescribed medication

  • 7. Does the patient need to return?

    • Yes
    • No
  • 8. Return date

Payment

  • 1. Cost

  • 2. Payment method

    • Private
    • Health care
  • 3. Health insurance clearance

    • Yes
    • No
  • 4. Payment method (private)

    • Payment order
    • Credit card
    • Cash
  • 5. Payment voucher/health insurance authorization

Done

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