Steps

  1. Give the Vaidyas a role with Can open patient records switched on (Users → RBAC).
  2. Go to Customers → Prakriti assessments → New assessment, pick the patient and the date and type the Vaidya.
  3. Answer each question for the patient's nature since childhood. The bar shows Vata, Pitta and Kapha as you go and names the prakriti once 10 questions are answered.
  4. Tick the doshas out of balance now, choose agni, koshta and bala, fill in the eightfold examination and the advice given, and press Save assessment.

Tips

  • A prakriti within 10 points across all three doshas is Tridosha; two within 15 points make a pair such as Vata-Pitta, the larger first.
  • Assess again on a later visit to follow the vikriti; the list keeps every assessment, the latest first.
  • Prakriti assessments are kept out of the AI assistant and the automations.

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This guide belongs to the Prakriti & dosha assessment module. Learn more

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