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This section covers the clinical side of a patient’s record: notes, note templates, prescriptions, pathology and clinical letters. Practitioners see only the notes they wrote, and can amend, withdraw or delete their own. Admins and reception can write notes for any practitioner. Reception can’t amend, withdraw or delete notes, can’t prescribe, and can only view pathology requests. Clinical settings are admin only.

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In this section

Write a clinical note

Start a note, use templates and add tables and images.

Save, publish and amend notes

How saving works, publishing and amending.

Withdraw, delete and export notes

Withdraw a published note, delete a draft and export to PDF.

Set up note templates

Give notes, letters and reports a ready-made structure.

Prescribe

Write prescriptions from the patient’s record.

Pathology requests

Write pathology requests and set up saved tests.

Clinical letters

Email letters and set up the letterhead.

Troubleshooting clinical work

Fixes for common problems.