Creating and running a visit

A visit in Ona is the container for everything clinical that happens with a patient at a point in time: the summary, vitals, diagnoses, notes, recordings, prescriptions, and the billing that follows. Create it before the appointment, then work inside it during and after.

How do I create a visit?

In the left sidebar, click Visits, then click Add New Visit in the top right.

The Create New Visit dialog opens with the visit details on the left and three expandable sections on the right. The Add New Visit button (5) is at the bottom.

Fill in the left column:

• Title — defaults to "Visit". Replace it with something specific, like "Initial assessment". This is what staff see in the visit list.
• Patient (required) — search by name in the dropdown. If the patient doesn't exist yet, click New patient above the field to create one without leaving the dialog.
• Clinician (required) — pick the clinician the visit is assigned to. You can choose an active or invited clinician.
• Date and Time — set the visit start.
• Timezone — defaults to your workspace timezone. Change it if you're booking across zones.
• Mode — defaults to In person. Choose In person or Video call.
• Location — pick a location or a specific room.
• Who pays — shown when you edit a visit, and read-only there.

Locations are listed with their rooms nested underneath, so you can assign the whole clinic or narrow it to a single room.

Then work through the sections on the right:

• Services — search and select the services being delivered. Each shows its price and duration. Services set the visit length and can prefill defaults such as the title, mode, location, and intake tasks. Covered services from a membership can also appear here when you create or edit the visit. You can edit visit services later from Billing if the services change. Add new service takes you to the Services page if something is missing.
• Consents — select consents to send to the patient, such as Telehealth Consent or Consent to Treatment.
• Interviews — select intake interviews for the patient to complete before the visit.

Click Add New Visit to save. Selected consents, interviews, and forms are sent to the patient unless visit notifications are off for the primary service. In that case, the Pre-visit intake section says "This service's visit notifications are off. Send the links from the visit." and Ona shows Visit created, patient not notified after save. You need to open the patient's record to copy each intake link.

How do I move the visit through its stages?

Open a visit from the Visits list in the left sidebar: click Visits, then click the visit row. Once the visit opens, click the status badge next to the visit title at the top. You can open the visit by clicking anywhere on the row, or by using the ⋮ menu at the end of the row and choosing View details. When the visit has a detail link, the ⋮ menu also includes Open in new tab; you can also Cmd-click, Ctrl-click, Shift-click, or middle-click the row to open it in a new tab.

The options are grouped by stage:

• Pre-visit — Scheduled (1), Confirmed, Checked in (2)
• Visit — In progress (3)
• Post-visit — Checked out, Completed (4)
• Exceptions — Cancelled, No-show (5)

Set Checked in when the patient arrives, In progress when you start, and Checked out or Completed when you're done. For Cancelled and No-show, Ona asks you to confirm whether a fee should be charged or waived. Status drives your day view and the completion and no-show figures in Visit activity.

How do I work inside the visit?

Open a visit from the Visits list in the left sidebar: click Visits, then click the visit row to open the visit workspace.

The visit workspace has a left sidebar that jumps to each section:

• Charting — Vitals, Diagnoses, Observations, Allergies, Medications, Supplements, Recommendations, Notes, Media, and Procedures when enabled; Summary is hidden on phone visits
• Inputs — Recordings, Interviews
• E-prescribing — DoseSpot
• Dispensary — Lab Reports, Lab Orders, and Supplements when labs and supplements are enabled
• Admin — Tasks, Insurance, Referrals, Billing

Summary holds the reason for visit, key clinical points, and assessment and plan. Use Template to apply a note template, or Add summary to write one directly — the button reads Edit once a summary exists. Until then the section shows "Will appear once the visit is completed." On an archived patient or archived visit, the visit is read-only and Add summary is disabled.

Record vitals with Log vitals, and add clinical detail with Add diagnosis, Add observation, Add allergy, Add medication, Add supplement, and Add recommendation. Add procedure appears when procedures are enabled. Empty sections offer Add manually; Allergies also offers mark no known allergies. On an archived patient or archived visit, these workspace actions are disabled.

The bar at the bottom of the screen controls the visit itself, shows the selected service or package, and links to Billing. What it offers depends on the mode:

• In person — Start recording captures the conversation for ambient documentation.
• Video call — Join a call opens the consultation room, with a button beside it to copy the join link for the patient.

On an archived patient or archived visit, the visit header and bar reflect read-only state and these actions are disabled.

Once you have a recording, open Notes and choose Generate one to draft a note from it.

Open Billing to review visit services, billing quotes, superbills, the patient's payment method, and the billing card. In insurance visits, the visit header also shows a coverage chip next to a Balance pill. Owners, admins, clinicians, and staff can edit visit services from this page when the visit is not read-only. The services sheet lets you change service lines, units, and custom lines; if billing documents already exist, those documents are not changed by later service edits. On an archived patient or archived visit, billing and service editing are disabled.

Use Superbill in Billing after the visit is checked out or completed. Create superbill freezes a billing snapshot of the visit as a draft. Review the draft, then click Finalize to make the PDF ready. A finalized superbill can be downloaded with Download PDF. If you need to correct it, click Void, enter a reason, and confirm Void superbill; voiding is permanent and the reason stays on the audit record. Users without billing read access see No access, and users without billing write access cannot create, finalize, or void superbills.

When a copay is due, the billing card shows a Copay section above the benefits list. Depending on the payment state, you may see actions such as Collect payment, Collect more, Refund, Keep as credit, Refund from the invoice, and a separate Set copay path. In the collect-copay dialog, the payment label is Paid onsite.

Export at the bottom of the sidebar produces a copy of the visit record.

How do I reschedule or cancel a visit?

Open a visit from the Visits list in the left sidebar: click Visits, then click the visit row. From there, click Reschedule next to the date and location. To cancel or mark a no-show without opening the visit, use the ⋮ menu at the end of the row in the Visits list: Mark as cancelled, Mark as no-show, or Archive. Owners, admins, and staff can also select visits from the Visits list and use the bulk bar to Archive active visits or Restore archived visits. Turn on Show archived in the filter sidebar to include archived visits; archived rows show an Archived pill. Archiving cancels calendar events, stops reminders and scheduled intake, and removes visits from the visits list. Restoring returns visits to the visits list and the clinician's calendar, but reminders and intake cancelled on archive aren't sent again. If a cancelled or no-show visit has money collected in advance, the visit may show a prepayment banner with options such as Refund and Keep as credit.