Running Clivera solo

Work the case sheet

Move through History → Examination → Investigations → Diagnosis → Prescription for the visit.

Clivera case sheet showing the History tab with chief complaint and history of present illness filled in, alongside the patient panel with X-ray upload, vitals, and allergies
The case sheet's History tab, with the patient panel alongside it.

Steps

  1. Open the patient’s case sheet — vitals, blood group, allergies, and active medications are already on the left panel.
  2. Fill in History: presenting complaint and history of present illness.
  3. Fill in Examination: general and system-specific findings.
  4. Note any Investigations you’re ordering or reviewing.
  5. Record the Diagnosis.
  6. Write the Prescription — the case sheet renders fields for your registered specialty (a dental clinic sees the Odontogram tab here too).
  7. Everything autosaves per tab as you move across them; the timeline on the right keeps a running, capped history of the visit.

Done when

History through Prescription are filled in and the visit timeline shows an auto-generated summary entry for the encounter.