How to attach files ?
This article will help doctors to attach files
||| Step 1: Go to the patient’s Visit Pad and click on Attachments.
|| Step 2 : Add title, notes and attach files (image, pdf) to upload and click on send. The attachment history can be viewed.
 icon on the top right corner of the Vitals section.
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/crisp-2-vPopularHow to Send Files on Whatsapp?
This article will help doctors to Send Files on Whatsapp
|| Select the Patient and Start Visit, Finish Prescription and finally Send Files on Whatsapp.
|| Step 1 : Select the patient, after finish prescription, click on Send Files on Whatsapp to attach files and send it.
Type of files are supported: image and pdfPopularHow to add lab investigation to prescribe lab test on the prescription pad?
This article will help doctors to add Lab Investigation to prescribe lab test on the prescription pad.
|| Step 1: Click on "Configure your pad" to Enable the investigations section on Rx pad.
|| Step 2: Once Enabled, You can add the Lab Investigations for the patients.
Doctor can view the "Test & Panels" and "Bookable Packages" (***If Clinic CommercePopularHow to add follow up and advices on prescription pad?
This article will help Doctors to add Follow up and Advices on prescription pad:
|| Step 1: Click on "Configure your pad" on the Right top-corner of the Rx pad page → Enable "__Follow Up & Advices__*" *Section.
|| Step 2: Once enabled, On the Rx pad, doctors can add Follow-up dates and Advices.
"Auto Fill from Rx" Option picks the follow up date automatically frPopularHow to add medications and their properties on the prescription pad?
This article will help doctors to add medications and their properties on the prescription pad
|| Step 1: Click on "Configure your pad" onn the Top right corner of Rx pad.
Enable Medications field.
|| Step 2: Once Enabled, under Medication section, you can Type/Search for Medications
Add in the details accordingly.
![](https://storage.crisp.chat/users/helpdesk/website/-/8PopularHow to add examination findings on the prescription pad?
This article will help doctors to add examination findings and their properties on the prescription pad
|| Step 1: Click on "Configure your pad" to enable the Examination findings section on rx pad.
|| Step 2: Navigate to Examination findings Section on Rx pad.
Now you will be able to add Examination Findings for a individual patient.
![](https://storage.crisp.chat/users/helpdeskPopularHow to add notes on the prescription pad?
This article will help to add notes on the prescription pad
|| Step 1: Click on "Configure your pad"→ Enable the "Notes" Field
|| Step 2: You can add the notes under notes section on Rx pad once enabled.
"Notes for patients" section contain all notes which needs to be printed on rx pad for patient view.
"Private Notes"PopularHow to add lab results on the prescription pad?
This article will help doctors to add lab results on the prescription pad
|| Step 1: Click on "Configure your pad " → Enable "Lab Results" section on the pad.
|| Step 2: Now, On the prescription pad, you can add the Lab Results
Enable "Print only Out of range in Rx" to print the out of range values in the Rx.
![](https://storage.crisp.chat/users/helpdesk/website/87PopularHow to save medication template?
This article will help to save medication template for future use:
|| Step 1: Prescribe few medicines
Click on Save icon - 💾 to Save the template.
|| Step 2: You can use the saved template by clicking on the "T mx" icon for upcoming appointments of the patients.PopularHow to set default instructions language for medication field?
This article will help doctors to set default instructions language for medication field
|| Step 1: Click on the "Default instructions" on the right-corner of the medications field on My Rx pad:
Select the preferred regional language.
|| See how it works : Print Medicines and Advice in Local LanguagePopularHow to add symptoms and their properties on the prescription pad?
Overview
The prescription pad allows doctors to add symptoms along with their related properties during consultation. This helps maintain structured clinical documentation and improves patient assessment records.
Description
**Doctors can add symptoms directly from the prescription pad while consulting patients. Once a symptom is selected or entered, related properties such as duration, severity, frequency, notes, or additional clinical details can also be configured based on the avaiSome readersHow set the medicine type on the prescription pad?
Overview
The Medicine Type configuration in the Prescription Pad allows doctors to select and enable the types of medicines they prescribe during consultations. This helps customize the prescription workflow based on the doctor’s practice type, such as Allopathy, Homeopathy, Ayurveda, Unani, or Siddha.
Description
**To configure the medicine types on the Prescription Pad, first navigate to the Settings or Prescription Pad Configuration section within the application. Inside the confSome readersHow to save lab investigations template?
This article will help to save lab investigations template
|| Step 1: Add the required labs to ordered.
Click on Save icon - 💾 on the right-top
Create/Update the template name
|| Step 2: You can use the Saved template by clicking on the "T Panel" icon for upcoming appointments of the patients.
 icon on the top right corner of the Patient Medical History section.
![](https://storage.crisp.chat/users/helpdesk/website/-Some readersHow to add vitals on the prescription pad?
This article will help to add vitals on the prescription pad
|| Step 1: Click on "Configure your pad" to Enable the vitals.
|| Step 2: Once Enabled, You can make a note of the required vitals.Some readersHow to configure the fields in medication tables?
This article will help to configure the fields in medication tables
|| Step 1: Click on "Setting" ⚙️ icon on the Right-hand side of the medication sectiono on Rx Pad.
|| Step 2: Under "Configure Medications Table", Click on "Medication Config*" *Option
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/image_1ah6jy.png =903xaSome readersHow to skip properties in prescription pad?
This article will help doctors to enable/disable skip properties for the fields on prescription pad
|| Step 1: Click on "Configure your pad" to Enable Skip Properties.
This option Helps with skipping properties and moves directly from one section to another.Some readersHow to save examination findings template?
This article will help to save examination findings template
|| Step 1: After adding a set of Examination Findings, click on Save icon on the top right corner.
Give a Template Name and Save.
|| Step 2: Once saved, you can use the saved template by clicking on the "T O/E" icon for upcoming appointments of the patients.
![](https://storage.crisp.chat/users/helpdesk/website/87f1f32404Some readersHow to Add a Clinic Check-In QR Code on the Rx Pad?
|| Step 1: Click your Profile name and go to My Rx Template.
|| Step 2: Select the Footer section on the left and scroll down to Footer Config.
|| Step 3: Enable the** "Show QR"** under Footer Config option
![](https://storageSome readersHow to View a Private Note for a Specific Patient?
Viewing Private Notes for a Patient
Overview
Private Notes allow doctors to record confidential observations or important patient-related information that is meant for internal clinic use only. These notes can be accessed anytime from a patient’s past visit details to support better continuity of care.
Steps to View Private Notes
|| Step 1: Click on Patients from the left sidebar.
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/image_1r3Some readersHow to add diagnosis and their properties on the prescription pad?
Overview
The prescription pad allows doctors to add diagnoses along with their related properties and details during consultation. This helps maintain structured clinical documentation and improves prescription accuracy.
Description
**Doctors can add diagnoses directly from the prescription pad during patient consultation. Once a diagnosis is selected or entered, related properties such as severity, duration, type, notes, or **
**additional clinical details can also be configured baseFew readersHow to save diagnosis template?
This article will help to save diagnosis template
|| Step 1: Add a Set of Diagnosis → Click on save option on the top right corner
Give a Template Name and Save.
|| Doctor can use the saved template by clicking on the "TDx" icon for upcoming appointments of the patients.
Under Past Visits, a patient’s previous visits are listed in chronological order.
You can also generate a Patient Summary by clicFew readersHow to add calculator on the prescription pad?
This article will help to add calculator on the prescription pad
|| Step 1: Click on Vitals ---> Configure ⚙️ ---> Calculators Config
Enable the calculators required for a specific specialisation.
|| Step 2: Once Saved, Use the calculators under vitals section.Few readersHow to save lab results template?
|| Step 1: After Check-in, click on Write Rx to begin the consultation.
|| Step 2: Navigate to Lab Results section.
To Save set of labs as Templates click on "Save" - 💾 icon
Create a template under New Template option.
|| If you would want to updateFew readersHow to Add Charts/images/scans to Prescriptions for Patient Reference?
|| Step 1: After check-in, proceed to Write Rx.
|| Step 2: On the RxPad, click the Canvas option (top-right).
|| Step 3: From the Canvas tools, select the Insert Image tool (9th tool).
|| Step 1: After patient check-in, go to My OPD and click Upload Medical Records.
|| Step 2: Upload the blood/lab report from your system and assign the Report Type as Lab Report.
|| Step 3: Assign the Report Type as Lab Report and Save.
![](htFew readersHow to go back to the Queue section from RX or Prescription
|| Step 1: Once the patient has checked in, click on RX Write.
|| Step 2: At the bottom-middle of the page, click on Push Updates.
|| Step 3: Click on Go to Queue.
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/image_Few readersHow to enable/disable smart suggestions?
Overview
The Smart Suggestions feature helps doctors receive automated suggestions for prescriptions, notes, and clinical inputs during consultations. Users can enable or disable this feature based on their workflow preference.
Description
Doctors can manage the Smart Suggestions feature from the application settings or configuration section. When enabled, the system provides AI-based suggestions and recommendations while creating prescriptions or clinical notes.
**If the featuFew readersHow to Create a Medication Template ?
|| Step 1: Once the patient has checked in, click on RX Write.
|| Step 2: Go to the Medication section.
|| Step 3: Type the medication name and select the required medicine from the dropdown list.
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7Few readersHow to Print Past Vitals on the Rx Pad?
|| Step 1: Start the consultation by clicking Write Rx.
|| Step 2: Click the Overview section on the top left.
|| Step 3: Select the Print icon next to Past Vitals.
![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/f/1/87f1f32404623800/print-2_Few readersHow to add other parameters in patient medical history
|| Step 1 : On the top right-hand corner, click on the Configure option.
|| Step 2 : Click on Start typing a parameter to add a new parameter and save changes.Few readersHow to Enable and Use the Dental Chart ?
Overview
The Dental Chart feature helps dentists record and monitor a patient’s oral health condition in a structured and visual format. It allows doctors to mark affected teeth, add dental procedures, and maintain accurate treatment records for better diagnosis and follow-up care.
Description
To enable and use the Dental Chart, navigate to the Configure to pad section in the system and enable the Dental Chart option under the relevant configuration settings. Once enableFew readersHow can you enable Eka Show Flow?
|| Step 1 : Open the visit pad of the patient.
|| Step 2 : Go to the Configure Your Pad option.
|| Step 3 : Enable show eka flow and save.Few readersHow can we rearrange the order of vitals?
|| Step 1 : Go to the patient’s Visit Pad by clicking on Write RX.
|| Step 2 : Click on the Configure option on the right-hand side of the Vitals field
|| Step 3 : Click on the three horizontal lines beside the vital parameter and *drag it up or downFew readersHow do I use DocAssist AI on RX Pad?
DocAssist AI is an in-built assistant within Eka RX Pad that helps you quickly generate structured clinical content such as diet charts, lifestyle advice, summaries, and more — directly during consultation. It saves time while keeping documentation professional and organized.
|| Step 1: Check-in the patient and click Write Rx to open the RX Pad.
||Few readersHow to Enable the Milestone Section on Eka Care?
How to Enable the Milestones Section in the Prescription Pad
Overview:
The Milestones section helps doctors track a child’s developmental progress over time during consultations. By enabling this feature in the prescription pad, doctors can monitor important developmental milestones such as motor, social, language, and cognitive skills and record their progress during each visit.
Steps to Enable the Milestones Section:
|| Step 1: From the Eka Dashboard, open the patientFew readersHow to Create and Manage Note Templates?
Creating and Using Note Templates in Eka
Overview
This article explains how to create reusable note templates in Eka to streamline clinical documentation and save time during consultations.
Steps to Create a Note Template
|| Step 1: Once the patient checks in, open the consultation and click on Rx Write.
|| Step 2: Navigate to the Notes section.
Enter commonly uFew readersHow to Record and Track Child Development Milestones?
Record and Track Child Development Milestones
Overview:
The Milestones tab allows doctors to monitor a child’s development by reviewing age-based milestones and recording their status during consultations.
Steps to Use the Milestones Section:
|| Step 1: Open the patient consultation using Rx Write.
|| Step 2: Click on the "Milestones" tab in the consultation sFew readersHow to Enable Ophthalmology Sections? (Visual Acuity, Refraction, IOP)
Ophthalmology Specialty Sections
Overview
Eka Care provides specialty-specific sections for Ophthalmologists to document eye examination details efficiently. These sections can be enabled from the Configure Your Pad settings.
Available Sections -
Once enabled, the following sections will appear in the consultation workflow:
Visual Acuity Test
Subjective Refraction
Auto Refraction
Current Glass Prescription
Final Glass Prescription
**IOPFew readersWhat is the use of a mandatory field?
|| Step 1 : enable the field which is required for mandatory
|| Step 2: If the mandatory fields are not filled, the system will show an alert indicating missing fields.Few readersCan I Translate Advice and Medication Instructions for Patients into Their Local Language?
Translating Prescription Instructions for Patients
Overview
Eka Care allows doctors to translate medication instructions and patient advice into regional languages. This helps patients better understand how to take their medicines and follow the recommended advice, especially when they are more comfortable reading in their local language. By enabling the language setting, the medication instructions and advisor notes are automatically translated, making prescriptions more patiFew readersHow to Add and Manage Vaccination Details ?
Add and Manage Vaccination Details
Overview
Eka Care allows doctors and staff to record and update patient vaccination details easily.
Vaccination details can be entered in two ways:
From My OPD → More options (commonly used by staff without opening the consultation pad).
From the Consultation Pad → Vaccination section (used by doctors during consultation).
Steps to Add Vaccination Details
From My OPD
|| Step 1: Go to My OPD from the dashboard.Few readersHow to enable the Growth Chart section and print it on the prescription pad?
Enable Growth Chart in Consultation and Prescription
Overview
The Growth Chart feature helps doctors track a patient’s growth metrics like height and weight over time. Once enabled, it can be used during consultation and printed on the prescription for better monitoring of growth patterns.
✅ Part 1: Enable Growth Chart in Consultation Pad
|| Step 1: From the Queue screen, click Check-In.
On the My OPD section, click the "Write Rx" button to open the consultatFew readersHow to upload medicines which are not in database?
|| Step 1: Search for the medicine name in the search bar under Medication field.
If the medicine isnot found,click on “Add as Drug” from the dropdown.
|| Step 2: Fill in the details such as Form, Generic, and Manufacturer → Click on "Add Drug".
If it’s an **OTC (Over the CouFew readers