Nutritionist Workflow Guide

This guide walks you through the complete nutritionist workflow, from setting up your schedule to managing patients and conducting consultations.

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Dashboard Overview

Your dashboard shows:

• Appointments Today: Number of pending appointments for today
• Appointments This Week: Week’s scheduled consultations
• Next Appointment: Your upcoming consultation with patient details
• Today’s Schedule: Complete agenda with appointment times
• Upcoming Schedule: Next 4 weeks of appointments organized by week

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Setting Up Your Schedule

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Initial Schedule Configuration

Before accepting appointments, configure your availability:

1. Navigate to Schedules from your dashboard
2. You’ll see a weekly grid with time slots from 8:00 AM to 8:00 PM
3. Click on time slots to mark your availability
4. Select multiple consecutive slots to create availability blocks
5. Click Save Schedule when finished

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Schedule Details

• Each appointment slot is 45 minutes (standard consultation duration)
• You can set availability for any day of the week
• Multiple time blocks can be created for the same day (e.g., morning and afternoon sessions)
• Time slots are displayed in 45-minute intervals

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Editing Your Schedule

To modify your schedule:

1. Go to Schedules
2. Select new availability slots
3. Previously selected slots are shown for reference
4. Click Save Schedule
5. Confirm the changes

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Schedule Considerations

• Existing pending appointments are not affected by schedule changes
• Only future appointment slots are impacted
• Patients cannot book slots that conflict with existing appointments
• Your schedule is automatically shown to patients in their timezone

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Managing Patients

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Patient List

Access your patient roster:

1. Click Patients in the navigation
2. View all patients who have had appointments with you
3. Search by name or email
4. Filter by appointment status

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Patient Details

Click any patient to view:

• Personal Information: Name, email, age, gender
• Contact Details: Phone and emergency contact
• Appointment History: All past and upcoming appointments
• Statistics:
  • Total appointments
  • Completed sessions
  • Cancelled appointments
  • Pending appointments
• Next Appointment: Upcoming consultation details
• Last Attention: Most recent clinical record

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Viewing Patient Data

Access comprehensive patient information:

1. Open patient profile
2. Click View Patient Data
3. Review:
   • Personal demographics
   • Medical history
   • Previous measurements
   • Progress photos (if available)

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Patient History

Track patient progress over time:

1. Open patient profile
2. Click View History
3. See interactive charts showing:
   • Weight progression
   • BMI changes
   • Body fat percentage
   • Circumference measurements (waist, hip, arms, legs)
   • Metabolic rates (TMB, TDEE)
   • Body ratios (WHR, WHT)
   • Target calories over time

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Appointment Management

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Viewing Your Appointments

Access all appointments:

1. Click Appointments in navigation
2. View appointments with filters:
   • All: Every appointment regardless of status
   • Pending: Upcoming scheduled appointments
   • Completed: Finished consultations with records
   • Cancelled: Cancelled by you or patient
   • Expired: Past appointments not completed
3. Search by patient name
4. Filter by date range

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Creating Appointments for Patients

You can schedule appointments on behalf of patients:

1. Click Assign Appointment
2. Select patient from dropdown (searchable)
3. System shows patient information and checks:
   • Patient must not have existing pending appointments
   • Patient must be clinically eligible (active account)
4. Select available date and time from calendar
5. Choose appointment type:
   • First Visit (primera_vez): Initial consultation
   • Follow-up (seguimiento): Regular follow-up session
   • Control (control): Check-up or monitoring session
6. Enter consultation reason (optional)
7. Add internal notes (optional)
8. Set price (defaults to your consultation rate)
9. Click Create Appointment

Both you and the patient receive email confirmations.

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Appointment Calendar View

The calendar displays:

• 4 weeks of availability starting from current week
• Only days with available time slots
• Slots marked as unavailable if already booked
• Time displayed in 12-hour format (e.g., 9:00 AM)

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Appointment Details

Click any appointment to view:

• Patient information and contact
• Scheduled date and time
• Appointment type and reason
• Price
• Status (pending, completed, etc.)
• Clinical notes (if completed)
• Medical measurements (if recorded)

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Rescheduling Appointments

To reschedule a pending appointment:

1. Open the appointment details
2. Click Reschedule Appointment
3. Select new date and time from available slots
4. Optionally add reason for rescheduling
5. Click Confirm Reschedule

The patient receives an automatic notification with:

• Original appointment time
• New appointment time
• Reason for change (if provided)

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Cancelling Appointments

To cancel an appointment:

1. Open the appointment details
2. Click Cancel Appointment
3. Confirm the cancellation

Automatic notifications are sent:

• You receive immediate confirmation
• Patient receives notification (with 20-second delay for development environments)

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Conducting Consultations

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Starting a Consultation

1. From dashboard or appointment list, click on the appointment
2. Click Start Attention button
3. You’ll be taken to the clinical data entry form

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Recording Clinical Data

During the consultation, record: Basic Measurements:

• Weight (kg)
• Height (cm)
• BMI (auto-calculated)

Circumference Measurements:

• Waist (cm)
• Hip (cm)
• Neck (cm)
• Wrist (cm)
• Arm contracted (cm)
• Arm relaxed (cm)
• Thigh (cm)
• Calf (cm)

Calculated Metrics:

• Body fat percentage
• TMB (Basal Metabolic Rate)
• TDEE (Total Daily Energy Expenditure)
• WHR (Waist-to-Hip Ratio)
• WHT (Waist-to-Height Ratio)
• Target calories

Clinical Information:

• Medical history notes
• Current symptoms or concerns
• Dietary habits
• Physical activity level
• Sleep patterns
• Goals and objectives

Nutrition Plan:

• Meal recommendations
• Portion guidelines
• Foods to include/avoid
• Supplement recommendations
• Hydration requirements

Follow-up Notes:

• Progress assessment
• Next steps
• Homework or assignments
• Recommended follow-up date

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Saving Clinical Records

1. Fill in all required fields
2. Review data for accuracy
3. Click Save Attention
4. Appointment automatically changes to “completed” status

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Editing Clinical Records

If you need to modify a record:

1. Open the completed appointment
2. Click Edit Attention
3. Update the information
4. Click Update to save changes

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Generating PDF Reports

Create professional reports for patients:

1. Open completed appointment
2. Click Download PDF or View PDF
3. PDF includes:
   • Patient information
   • Consultation date
   • All measurements and metrics
   • Clinical notes
   • Nutrition plan
   • Your signature and credentials

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Schedule Conflicts

The system automatically prevents:

• Double-booking: Cannot book two appointments at same time
• Past bookings: Cannot schedule appointments in the past
• Overlapping slots: 45-minute slots cannot overlap

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Resolving Conflicts

If a patient reports a conflict:

1. Check your appointment list for the time slot
2. Verify the patient’s appointment status
3. Reschedule one appointment if needed
4. Contact the patient to confirm new time

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Best Practices

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Schedule Management

• Update your schedule at least one week in advance
• Block out vacation time immediately
• Keep consistent weekly hours for patient convenience
• Leave buffer time between appointments for notes

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Patient Communication

• Review patient history before appointments
• Send reminders for upcoming consultations
• Follow up on missed appointments
• Document all communication in notes

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Clinical Records

• Complete records immediately after consultation
• Be thorough with measurements and observations
• Set clear, measurable goals with patients
• Document progress and setbacks objectively

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Time Management

• Start appointments on time
• Keep consultations within 45-minute window
• Schedule administrative tasks between appointments
• Review next day’s appointments each evening

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Workflow Summary

1. Set up your schedule with available time slots
2. Receive appointment bookings from patients or create them yourself
3. Review patient information before consultations
4. Conduct consultation and record clinical data
5. Save attention records to complete the appointment
6. Generate PDF reports for patient records
7. Track patient progress through history charts
8. Schedule follow-ups as needed