Getting started

Ippokratis (Hippocrates) is Medsoft’s practice workspace for doctors. It keeps patients, appointments, visits, and clinical files in one place — scoped to your account only.

1. Register as a doctor, or sign in if you already have an account.
2. Open Account and set your working schedule (required before booking appointments with time slots).
3. Optionally add practice phones, addresses, holidays, and leave periods.
4. Add patients, then book appointments or record visits and attach files.

After sign-in, the brand logo returns you to the dashboard. Use Management for lists and New Entry for quick create shortcuts.

Account & security

Register

From the Account menu (person icon) choose Register, then enter your invite (registration) token and complete the doctor registration form (username, name, e-mail, password).

Sign in

Account menu → Sign In. Use your username and password. Successful login opens the dashboard.

Forgot password

On the login page, start password reset and enter the e-mail on your account. When SMTP is configured for the server, a reset link is sent; in local development the message may appear in the server console instead.

Change password

Account → Change Password. Enter your current password and the new one twice.

Profile

Account opens your profile: specialty, license, visit duration, avatar, and contact details. Use Update to edit.

Sign out

Account menu → Sign Out ends the session and returns to the home page.

Dashboard

The dashboard is your daily overview after login. It typically shows:

• Today’s appointments — open a row for details, mark complete when the visit is done, or delete if needed.
• Missed or overdue appointments — past dates that were not marked complete.
• Recent visits — quick links into patient visit records.

If you have not set a working schedule yet, some actions that need time slots may prompt you to create one first.

Appointments

Appointments are scheduled encounters (name, phone, reason, date, and time). They are separate from clinical visit notes, which you create under a patient.

Actions

Calendar

Management → Appointments opens a week calendar of your bookings. Click an empty time to create an appointment, or click an existing one to open it. Use the List toggle to search by name or phone.

Create

New Entry → New Appointment, or click a free slot on the calendar. Date and time can be typed or chosen from available slots for that day. Booking respects your working schedule, holidays, and leave, and will not overlap another appointment.

View / edit

Open an appointment to see details. Edit to change fields or reschedule when the new slot is free.

Complete

Mark an appointment complete when the encounter is finished (from the dashboard or appointment detail).

Delete

Remove an appointment after confirmation. Prefer complete for finished visits you want to keep in history.

Tip: set visit duration and weekly hours under Account before heavy booking days, so slot generation matches how you work.

Patients

Each patient record belongs to your doctor account. Demographics (name, AMKA, birthday, gender, parents’ names) live on the main profile; related data is managed from the patient detail page.

Core actions

List

Management → Patients.

Create

New Entry → New Patient, or from the patients list.

Detail

Open a patient to see demographics, identification, insurance, addresses, phones, and visit history.

Edit / delete

Use Edit on the detail page to update demographics. Delete removes the patient after confirmation — only when you are sure.

Related records on the patient

• Identification — Add or edit ID documents linked to the patient (modals or full forms).
• Insurance — Store insurer / coverage details.
• Addresses & phones — Contact information; add and edit from the patient detail sections.
• Visits — Start a new visit or open an existing one from the visits table on the patient page.

Visits

A visit is the clinical note for a patient encounter: date/time, symptoms, examination, diagnosis, treatment, and comments.

All visits

Management → Visits lists visits across your patients.

Create

From the patient detail page, add a visit. The visit is always tied to that patient.

Detail / edit

Open a visit to read or update clinical fields. Attach files from the visit context.

Delete

Delete a visit after confirmation. Attached files follow the visit’s lifecycle according to app cleanup rules.

Files

Clinical files (documents, images, and other allowed types) are attached to a visit. Upload uses a chunked uploader for large files.

All files

Management → Files shows files across your visits.

Per visit

From a visit, open the file list or grid view, upload new files, open a file for preview/download where supported, or delete.

Upload

Use Add / Upload on the visit’s files page. You must be signed in; only files for visits you own are accepted.

Types

Allowed types are configured on the server (for example PDF, common images, and selected media). Unsupported types are rejected.

Practice setup

Practice settings live on your Account page. They control how appointments are offered and how patients reach you.

Working schedule

Define hours for each weekday (full day, morning, evening, split, or closed). Appointment slot pickers use this schedule together with your default visit duration.

Create / update

Account → Working schedule → Add or Update. Adjust each day’s type and open/close (and pause/resume for split days).

Delete

Remove the schedule if you need to rebuild it. Booking that depends on slots will ask you to set a schedule again.

Holidays & leave

• Holidays — Single dates when the practice is closed (title + date).
• Leave — Date ranges when you are away (title + start/end).

Add and edit these from Account. Simple forms open in a dialog when your browser supports HTMX; otherwise the same forms work as full pages.

Practice phones & addresses

Store how patients contact the practice. Manage types and numbers/streets from Account tables (Add / Edit / Delete). These are separate from each patient’s own phones and addresses.

Search

When signed in, the navbar includes a patient search box.

• Numeric queries search AMKA and, if needed, phone numbers.
• Text queries search first and last names.
• Results are limited to your patients.

Language & theme

Language

Use the language control in the navbar to switch the interface (for example English or Greek). The current page reloads in the selected language.

Theme

Use the theme menu (half-circle icon): Auto follows the operating system, Light and Dark force a clear palette. Your choice is stored in this browser.

Privacy & data

• Patients, appointments, visits, and files are scoped to the signed-in doctor. You cannot open another doctor’s records by guessing URLs.
• Uploads and schedule AJAX endpoints require authentication.
• Treat this system as clinical workspace software: follow your local rules for consent, retention, and backups of PHI.
• Server operators configure secrets, database, and e-mail via environment files — see the project README for deployment, not day-to-day clinical use.

Ippokratis is named for Hippocrates — built by Medsoft for healthcare professionals.