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Step 05Adicionar Nova Consulta (add new appointment) 1 min

Open a new appointment

Choose the right way to enter it.

What you will learn

  • When to use Consulta Retroativa, Upload Automático or Cadastro Manual
  • How to migrate history from another system without typing it all

Step by step

  1. 1

    Click + Consulta on the Pacientes screen, or Nova Consulta under Ações Rápidas.

  2. 2

    Choose Consulta Retroativa (backdated appointment) to record a visit from an earlier date.

  3. 3

    Choose Upload Automático (automatic upload) to import several appointments at once (PDF or CSV).

  4. 4

    Choose Cadastro Manual (manual entry) to fill in the full form now.

The Adicionar Nova Consulta window with the three entry options
Real Gest.Life screen · Adicionar Nova Consulta (add new appointment)

Speed shortcut

Migrating from another system? Run an Upload Automático with the history before you start — it saves typing old appointments one by one.

Why this matters

Picking the wrong method is what makes a physician think the system is slow. Typing six old appointments one at a time takes half an hour; the same thing through Upload Automático takes a minute. That choice happens on this one screen.

Best practices

Always do it this way

  • Appointment happening right now: Cadastro Manual.
  • Visit that already happened and needs to enter the history: Consulta Retroativa.
  • A pile of old appointments, or a migration: Upload Automático.

Common mistakes

I entered last week's visit as if it were today's.

The wrong date distorts the progress curves. Use Consulta Retroativa and enter the real date of the visit.

Go deeper

Carry on here to see what comes before and after this step.