Medical Visit Reporting System

Efficient documentation is crucial in healthcare settings to ensure quality care, accurate diagnosis, and proper follow-up. The Medical Visit Reporting System, built with Infowise Ultimate Forms for Microsoft SharePoint, provides a powerful, user-friendly solution for managing patient visit records, coordinating doctor assignments, and automating follow-ups. This system eliminates the need for paper forms or disjointed tools by offering a fully integrated and structured SharePoint-based solution for healthcare professionals.

Key Features and Benefits

This medical documentation solution enables healthcare teams to:​

• Capture Patient Visit Information – Use customizable Infowise forms to record vital details such as patient name, visit date, doctor, symptoms, diagnosis, treatment, and follow-up notes.
• Automate Visit Status and Notifications – Trigger alerts and automated status updates using Ultimate Forms: Actions and Ultimate Forms: Alerts to notify doctors, admins, and patients about scheduled or completed visits.
• Track Medical Staff Assignments – Assign and monitor doctors or nurses per visit using Ultimate Forms: Connected Lookup Columns and Ultimate Forms: User Property.
• Centralize Visit Summaries – Store structured visit records in SharePoint lists, making patient data easy to retrieve and audit.
• Streamline Workflow with Conditions – Apply Infowise Business Logic to auto-fill fields, lock completed records, and dynamically adjust forms based on visit type or outcome.

Comprehensive Medical Reporting Modules

The Medical Visit Reporting System consists of well-structured components that cover every aspect of a patient consultation process:

1. Patient Visits – Core Visit Documentation List

This list serves as the main reporting hub and includes:​

• Patient Name, Doctor Name (Connected Lookup)
• Visit Date, Next Visit Date (Date and Time)
• Symptoms, Diagnosis, Treatment, Recommendations (Multiple Lines of Text)
• Attached Documents (Attachments)

2. Doctors List – Manage Medical Staff

Maintain an organized list of medical staff with columns like:​

• Name, Specialty (Single Line of Text)
• Department (Choice)
• Contact Information (Multiple Lines of Text or User Column)

4. Automated Alerts and Actions – Ensure Timely Care

Enhance coordination and response time with:​

• Visit Scheduled Alert – Sent to assigned doctor when a new visit is created (Subject: "New Visit Assigned: [Patient Name]")
• Follow-Up Reminder – Automatically triggers 1 day before the scheduled next visit

How to Use the Medical Visit Reporting System

Step 1: Add patient and doctor information in their respective lists.

Step 2: Create a new Patient Visit record using the custom Infowise form.

Step 3: Record all medical details, assign the responsible doctor, and submit.

Step 4: Let Infowise actions handle notifications and follow-up scheduling.

Step 5: Add prescriptions, lab tests

Why Choose Infowise Ultimate Forms for Healthcare Workflows?​

• No-Code Automation – Easily automate medical processes without writing any code.
• Secure SharePoint Integration – Keep sensitive medical records within Microsoft 365’s compliance ecosystem.
• Adaptive Forms and Layouts – Tailor the UI for nurses, doctors, or admins with user-based conditional formatting.
• Improved Care Continuity – Ensure better patient outcomes through reliable, timely documentation and alerts.

This solution is ideal for hospitals, clinics, and telemedicine teams looking to modernize and centralize patient visit documentation using SharePoint and Infowise Ultimate Forms.

Get started with the Medical Visit Reporting System and enhance your patient care processes with automation, accuracy, and speed – all within your existing SharePoint environment!