How to add an assessment without creating an appointment?
Overview:
This feature allows users to add an assessment directly to a patient record without creating an appointment. It is useful when doctors or staff need to document patient details, observations, or follow-up notes independently of the appointment workflow.
Description:
Users can access the patient profile and add an assessment manually without scheduling or creating an appointment. The assessment will be saved under the patient’s medical records/history and can be viewed later whenever required.
Navigation

- Select the required patient from the patient profile.
- Click on the Assessment option available in the patient details page.
- Click on Start Assessment to begin the assessment process.
- The preliminaries section will be displayed.
- Fill in the required details accordingly and save the assessment.

End Notes:
- Assessment can be added directly without creating an appointment.
- All entered details will be saved under the respective patient record.
- Ensure all mandatory fields are filled before saving the assessment.
Updated on: 14/05/2026
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