Creating a consultation note
Consultation notes are structured clinical records linked to a patient and optionally to an appointment.
How to create a note
- Click Consultations in the left navigation
- Click + New Consultation
- Search for and select the patient
- Set the consultation date (defaults to today)
- Choose a consultation type (General, Follow-up, etc.)
- Fill in the clinical fields
- Click Save Consultation
Clinical fields
| Field | Description |
|---|---|
| Chief Complaint | The patient's primary presenting problem |
| History | History of presenting complaint, relevant past history |
| Examination | Clinical examination findings |
| Assessment | Clinical diagnosis or impression |
| Plan | Management plan, referrals, investigations, follow-up |
| Notes | Any additional free-text notes |
Linking to an appointment
You can start a consultation directly from an appointment by clicking Start Consultation on the appointment detail page. This pre-fills the patient and date.
Viewing past consultations
All consultations for a patient are visible on their profile under the Consultations tab, ordered by date (most recent first).