Full Platform Walkthrough

How HealixPlus Portal works

From the Admin setting up the hospital to the final payment receipt — a complete, role-by-role walkthrough of every step in the portal.

Phase 1 — One-time Setup

Admin configures the hospital

Done once before the portal goes live. Takes 15–30 minutes.

01Admin🔐

Admin Login

The Admin is the first user created during deployment. They log in with their credentials and land on the Admin Dashboard — the control centre for the entire portal.

  • Secure JWT-based authentication
  • Admin Dashboard shows system-wide stats at a glance
  • All sensitive sections (staff, permissions, audit logs) are admin-only
HealixPlus — Admin Login
02Admin🏥

Create Departments & Specialisations

Before registering any staff, the Admin creates the hospital's departments (e.g., Cardiology, Orthopaedics, General Medicine) and the specialisations within each department.

  • Unlimited departments and specialisations
  • Each department can be activated or deactivated
  • Doctors are later assigned to their specialisation
HealixPlus — Create Departments & Specialisations
03Admin👥

Register Staff & Doctors

The Admin creates accounts for all hospital staff — Doctors, Nurses, Receptionists, Pharmacists, and Lab Technicians. Each staff member gets login credentials, a role, and is linked to their department.

  • Staff details: name, employee ID, DOB, gender, phone
  • Professional: license number, qualifications, specialisation
  • System role assigned: Doctor / Nurse / Receptionist / Pharmacist / Lab Technician
  • Credentials generated and shared securely with each staff member
HealixPlus — Register Staff & Doctors
04Admin🛡️

Configure Role-Based Permissions

The Admin sets granular CRUD permissions for every role across every module — no code changes needed. A Nurse can view but not edit billing; a Lab Technician can only access their lab orders.

  • Permission matrix: Create / Read / Update / Delete per module per role
  • Changes take effect immediately across all active sessions
  • Permissions can be tightened or relaxed at any time
HealixPlus — Configure Role-Based Permissions
Setup complete
Phase 2 — Doctor Setup

Doctors log in and set their availability

Done once per doctor. Takes 5 minutes.

05Doctor🩺

Doctor Login

Each doctor logs in with the credentials created by the Admin. They land on their personal Doctor Dashboard — appointments for the day, pending EMRs, and lab results awaiting review.

  • Role-scoped dashboard — only sees their own patients
  • Today's appointment list front and centre
  • Pending lab results and EMR drafts highlighted
HealixPlus — Doctor Login
06Doctor📅

Set Availability

The doctor configures their weekly availability — which days they are available and which time slots are open for bookings. Receptionists and patients (if using online booking) can only book within these slots.

  • Set availability by day of the week
  • Define time slots per day (e.g., Mon: 9 AM – 1 PM)
  • Slots outside availability cannot be booked
  • Can be updated at any time
HealixPlus — Set Availability
Portal is live — daily operations begin
Phase 3 — Daily Operations

Every patient, every day

Repeated for each patient visit — from registration to discharge and billing.

07Receptionist🧑‍💼

Receptionist Login

The receptionist logs in and sees the front-desk dashboard — today's OPD queue, scheduled appointments, and a quick-register button for walk-in patients.

  • Front-desk view: appointments, queue, and billing summary
  • One-click patient registration for walk-ins
  • Appointment calendar with doctor availability
HealixPlus — Receptionist Login
08Receptionist📋

Register New Patient

The receptionist creates a new patient record. The system auto-generates a unique Medical Record Number (MRN). Demographics, insurance details, emergency contacts, and DPDPA 2023 consent are captured.

  • Auto-generated MRN (unique identifier)
  • Demographics: name, DOB, gender, blood group, address
  • Insurance: provider and policy number
  • Emergency contact details
  • Digital consent logged as per DPDPA 2023
HealixPlus — Register New Patient
09Receptionist📆

Schedule Appointment

The receptionist books an appointment — selecting the doctor, visit type, and time slot from the doctor's available slots. The system confirms the booking and adds it to the OPD queue.

  • Visit types: OPD, IPD, Emergency, Telemedicine, Follow-up, Procedure
  • Only available doctor slots are shown
  • Booking channels: Walk-in, Phone, Online, App, Referral
  • Patient receives confirmation; appointment appears in doctor's calendar
HealixPlus — Schedule Appointment
10Nurse💉

Patient Check-in & Vitals

When the patient arrives, the nurse checks them in and records vital signs. All readings are saved with a timestamp and are immediately visible to the doctor.

  • Check-in moves patient to 'Checked In' status
  • Vitals recorded: Temp, BP (Sys/Dia), Pulse, RR, O2 Sat
  • Height, Weight, BMI (auto-calculated), Pain Scale, Blood Glucose
  • Full vital signs history maintained per visit
HealixPlus — Patient Check-in & Vitals
11Nurse📋

OPD Queue Management

The nurse moves the patient through the OPD queue. Emergency patients are triaged by priority level (P1–P4). The real-time queue is visible to all roles with appropriate permissions.

  • Queue stages: Checked-In → Triage → Waiting for Doctor
  • Emergency triage by priority: P1 Immediate, P2 Urgent, P3 Less Urgent, P4 Non-urgent
  • Live queue visible to reception, nurses, and doctors
HealixPlus — OPD Queue Management
12Doctor🩺

Open Visit & Review History

The doctor opens the patient's visit from their dashboard. They review vitals just recorded, the patient's allergy list, chronic conditions, past surgeries, and full medical history before consulting.

  • Visit status moves to 'With Doctor' automatically
  • Complete allergy list with severity levels visible
  • Past visits, EMRs, prescriptions, and lab history accessible
  • Chronic conditions and family history at a glance
HealixPlus — Open Visit & Review History
13Doctor📝

Document SOAP EMR

The doctor records the clinical encounter in MoHFW-compliant SOAP format. Primary and secondary diagnoses are coded with ICD-10. Differential diagnoses and clinical reasoning can also be documented.

  • S — Subjective: symptoms, onset, duration, severity, aggravating/relieving factors
  • O — Objective: system-wise clinical findings (CVS, Respiratory, Neuro, GI, etc.)
  • A — Assessment: primary ICD-10 diagnosis + secondary diagnoses + differentials
  • P — Plan: treatment plan and patient instructions
  • Multi-specialty referrals with urgency levels (Routine / Urgent / Stat)
HealixPlus — Document SOAP EMR
14Doctor🔬

Order Labs & Issue Prescription

The doctor orders lab tests at the required priority and issues an e-Prescription. Before finalising the prescription, the system automatically checks for drug-allergy conflicts against the patient's allergy list.

  • Lab order priorities: Routine / Urgent / STAT
  • Multiple tests per order; specimen types specified
  • Prescription: drug, dose, route (Oral/IV/IM etc.), frequency (OD/BD/TDS etc.), duration
  • Drug-allergy conflict check fires automatically — alerts if conflict detected
HealixPlus — Order Labs & Issue Prescription
15Doctor📤

Finalise EMR & Issue Discharge

The doctor finalises the EMR — locking it with their name and timestamp. For admitted (IPD) patients, a Discharge Summary is issued covering final diagnosis, procedures performed, condition at discharge, and follow-up plan.

  • Finalised EMR is locked — no further edits
  • Authorship: doctor name + exact timestamp recorded
  • Discharge Summary: final diagnosis, procedures, condition at discharge
  • Follow-up instructions: diet, activity restrictions, next appointment
HealixPlus — Finalise EMR & Issue Discharge
16Billing💳

Generate Bill & Collect Payment

The receptionist or billing staff generates an itemised bill. Every service rendered during the visit — consultation, lab tests, medicines dispensed, procedures, room charges — is automatically pulled in. Payment is collected and a receipt issued.

  • Bill auto-populated from visit services (no manual entry needed)
  • Item types: Consultation, Medicine, Lab Test, Procedure, Room Charge
  • Payment methods: Cash, Card, UPI, Insurance, Cheque, Online
  • Partial payment and discount support
  • Print-ready A4 bill layout with itemised breakdown
HealixPlus — Generate Bill & Collect Payment

Ready to see it live in your hospital?

Book a personalised demo and our team will walk you through the entire portal tailored to your facility.

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