Step 09Consulta › Finalizar (finalize) 1 min

Finalize, and work in parallel

Save to the history and switch between patients.

What you will learn

What changes when you click Finalizar
How to keep more than one appointment open safely

Step by step

1
Review the tabs you filled in and click Finalizar.
2
The appointment is saved to the patient's history.
3
Leave other appointments open in tabs when you are seeing more than one patient.
4
Click the tab with the patient's name to switch without losing anything.

This step happens inside an open appointment. Follow the actions with Gest.Life open on the matching tab.

Speed shortcut

Only finalize when the visit is over. An appointment open in a tab keeps everything you have already typed.

Why this matters

Finalizar is what moves the appointment into the history, feeds the trend charts and updates the dashboard numbers. Until that happens the visit exists only on your screen — and the system keeps showing it as pending.

Best practices

Always do it this way

End the day with no pending appointments: the next day's dashboard stays trustworthy.
On a busy shift, use one tab per patient and confirm the name before typing.
Review the filled-in tabs before finalizing — after that the record goes into the history.

Common mistakes

I closed the browser — did I lose the appointment?

Appointments in progress live in the system's internal tabs. Finalize to write them permanently into the history.

Go deeper

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

Read the dashboard in 10 secondsKnow what needs your attention today without opening anything.Record the day's visitEnter vital signs and instructions in under a minute.Enter test results and prescribeAttach results and issue the prescription on the same screen.