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: avatar (click the picture to change it), username, name, specialty, e-mail, and subscription plan. Use Update for editable profile fields such as resume text.
Settings
Account menu → Settings (under Account). Visit duration, maximum visit-file size, upload chunk size, and desktop visit-file storage live here.
Account layout
On wide screens the page uses two columns: Profile on the left; Working schedule and Resume stacked on the right (resume scrolls inside its card when long). Phones and Addresses appear in a second row (phones left, addresses right). Holidays, Leave, and API access follow as full-width sections.
Sign out
Account menu → Sign Out ends the session and returns to the home page.

Plans & API access

Every account has a subscription plan (Free, Trial, Standard, Premium, or Enterprise). The current plan is shown on the Profile card.

REST API keys and offline desktop sync are available on Trial, Premium, and Enterprise only. Free and Standard accounts can use the web app but cannot create API keys.

API keys on Account

Scroll to API access at the bottom of Account. If your plan allows API use, Create API key opens a dialog where you can set an optional name and choose an access level:

  • View only — read records (GET requests and sync pull/bootstrap).
  • View and edit — read and create or update (includes view).
  • View, edit, and delete — full access including DELETE (includes view and edit).
Key limits
Trial: 1 active key. Premium: up to 5. Enterprise: unlimited. The table shows how many keys you are using.
Manage keys
Each row shows the name, access level (eye / pencil / trash icons), masked secret, and last used time. Show and Copy appear only for the secret shown at creation. Delete revokes one key without affecting others.
API documentation
When signed in, open API in the footer or account menu for REST paths, access rules, sync endpoints, and Python examples.

Export & import

From Account you can export a ZIP backup of this practice and later import it. The ZIP contains CSV tables, a data.json manifest, the profile photo, and visit files in a browsable folders layout.

Export
Queues a ZIP backup of your profile, photo, schedule, appointments, patients, visits, and files. Track it under Tasks and download when it finishes. Username and password are not included.
Import
Uploading a backup queues a job that replaces everything in this account except username and password. Confirm the warning before you proceed.
Tasks
The bell in the navbar and Account → Tasks show export/import progress, errors, and download links. Redis and a Celery worker must be running for jobs to start.

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 under Account → Settings 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. Large videos use the chunked uploader; Account → Settings sets the size limit.
Desktop storage
On the desktop app, visit-file bytes can stay on the server, download on first open, or always sync locally. Default is on demand so sync stays fast.
Types
Allowed types are configured on the server (for example PDF, common images, and selected media). Unsupported types are rejected.

Practice setup

Visit duration and visit-file storage live under Account → Settings. Working hours, resume, phones, addresses, holidays, and leave stay on your Account page. Together 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 and all weekday entries if you need to rebuild it. Booking that depends on slots will ask you to set a schedule again.

Resume

Your professional resume or bio appears in the Resume card under Working schedule. Edit the text from Account → Update. On wide screens the card shares the right column with the schedule and scrolls internally when the text is long.

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. On Account, phones and addresses sit side by side on wide screens (phones on the left). Manage types and numbers/streets from each table (Add / Edit / Delete). These are separate from each patient’s own phones and addresses.

Desktop app

Ippokratis offers a Windows desktop client for offline use. After install, pair it with your cloud server using a Trial, Premium, or Enterprise API key from Account → API access.

Download
When enabled on your server, Download for Windows on the home page sends you to Sign in, then to Downloads (latest installer on top, older builds in a table). The footer Downloads link is shown when you are signed in and is available on Trial, Premium, and Enterprise.
Version
The footer shows this server’s version. Desktop and self-hosted web releases share that number — download the desktop installer that matches the version on the site you use.
Pairing
In the desktop app, enter the server URL, paste an API key, and save. The key’s access level applies: view-only keys can pull data but cannot push local changes to the cloud.
Sync
The app keeps a local copy of your practice data and syncs with the server in the background. See the API page for bootstrap, pull, and push endpoints used by the client.

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.
  • Use Account → Export to keep a copy of this practice’s data, and store the ZIP according to your local rules for clinical records.
  • 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.