Review Appointment Details
Check the visit status, assigned provider, preparation requests, and messages.
Understand check-in, secure care messages, consultation tasks, visit instructions, follow-up, and what each status means.
Preparation helps the care team work with current information.
Check the visit status, assigned provider, preparation requests, and messages.
For an in-person visit, tell the front desk you have arrived. They check you in, and your doctor gets a notification that you are there.
Send visit-related questions through the secure care conversation shown with the appointment.
Available actions change as the visit progresses.
Arrived, waiting, in progress, and follow-up statuses describe different parts of the visit. Follow the next action shown on screen.
Tell the care team when an answer, medication, allergy, or safety detail has changed.
When virtual care is available, use the device, microphone, camera, and leave controls shown in the visit.
Released instructions and follow-up appear only when they are ready for the patient.
Review the instructions, precautions, and next steps shared by the care team.
Accept, book, or decline a follow-up option when those choices are offered.
Open the appointment from Appointments to see new care updates, such as a released summary, a result, or a follow-up plan, and use Messages for conversations with the clinic.
The patient chart holds what is known about a patient over time, separately from any single visit. Doctors and nurses record and correct it; administrators can read it but not author it.
Select Open a patient in the sidebar and search by name, mobile number or record number, or open one straight from a worklist row. Their record opens in their own workspace: the screen is bordered, the sidebar turns light green, the word PATIENT and their name stay in the green strip at the top, and the banner under the page title shows the record number, date of birth and alerts such as allergies. Check the banner matches the person in front of you before reading further.
Open a patientYou can have up to five open at once and move between them in the sidebar, each shown with their name and record number. Opening a sixth asks you to close one by name first. They all close when you sign out, and after thirty minutes without use, so a shared computer on the ward never carries the last person's patients into your shift.
Application view in the sidebar takes you to worklists and administration without closing anybody. While a patient is still open, the sidebar shows View patient with their name and record number; select it to return to their record without searching again. With more than one open, View patient lists them all with their record numbers, marks the current one, and opens the one you choose. If their workspace has closed in the meantime, or another window has moved you to someone else, View patient says so instead of opening anyone. On a phone, View patient is under Patient context in More. The clinic cannot be switched while a record is open: go to Application view first.
The chart opens on a summary of allergies, active problems, the latest observations, results, current medications and what is coming up, because they change what you do next. Readings are shown as recorded and are not compared with a range. An empty allergy list means nobody has recorded anything, which is not the same as no known allergies. The sections of the record, Summary, Problems, Allergies, Medications and the rest, are in the sidebar while the patient is open, so the chart uses the full width; on a phone they are the row above the chart.
Open the section, select its add button (Add problem, Add allergy, Record vital sign and so on), describe the entry, and enter when it happened at the precision you know. A year on its own is a real answer; guessing a full date is not.
Confirmed, suspected, ruled out, or not known; nothing is chosen for you. Ruled out records that the question was asked and answered. A measurement or a vital sign is not asked, because a reading somebody took is what it is.
Correcting keeps the previous version and the reason you give. Marking an entry as entered in error withdraws it from the chart and keeps it for the record.
In the banner, Date of birth not recorded and Sex not recorded, and the date of birth and age when they are recorded, open a short form on that field: correct it and save. No record number issued issues the patient's record number. The mobile number opens Profile and contact, where the mobile number and email are changed and verified with a one-time code.
Open Identity and identifiers in the sidebar and select Edit identity and identifiers to record a date of birth and administrative sex, or to issue and retire medical record numbers. One active identifier is the primary one shown in the banner.
Open WhatsApp messages in the sidebar to see what the clinic sent the patient on WhatsApp and every reply they sent back, oldest at the top. The clinic's messages show which notice sent them, who typed them when a person did, and whether each was sent, delivered, read or not delivered; the patient's replies sit opposite. A photo, voice note or document opens with Open on its bubble when the file was kept. Show earlier messages loads the older part of a long conversation. Doctors, nurses, care coordinators and administrators can read it.
Open a patientAt the bottom of WhatsApp messages, type your reply and select Send on WhatsApp. It goes out from the clinic number the conversation is on and is signed with your name. WhatsApp is not a secure clinical channel: keep results, diagnoses and medicines out of it and ask the patient to open their portal or call instead. A reply that names clinical details is refused, with the reason beside the button. Replying needs permission to manage clinical records.
Open a patientA reply from a number a family shares that did not say who it was about, or from a number nobody on file has, waits in WhatsApp to file instead of being guessed onto a chart. Open it, read each reply oldest first, and either file it to the patient it is about, choosing from the patients at that number or searching, or set it aside when it is not about a patient.
Open WhatsApp to fileA round is walked patient by patient, with each person's record open while you give their doses. The list finds and orders the work; giving a dose happens inside the patient's workspace, where you can see everything that is known about them.
Choose the ward whose round you are walking. What is due is listed in the order it is due, and doses for patients whose charts you cannot open are named as withheld so the round never reads as finished while doses are still due.
Open Drug roundSelect Walk this round. The first patient opens, and the round travels with you as a strip showing who is done, who you are with, and who is next.
Open Drug roundRecord each dose with the patient's record in front of you. Done moves you to the next patient; Pass over records that you did not give it and somebody else has to. Each move is a deliberate change of patient, and it is recorded.
The round can be put down at any point and the patient you are with stays open. What you have already given is recorded; what is left is still due.
A care plan says what a patient is working towards and what is planned to get there. It records intent and nothing else: nothing on a plan orders, prescribes, refers, books or reminds anyone, and marking an activity done records that somebody said it was done.
Open the patient chart, open Care plan in the sidebar, and select Start a plan. Give it a short title, say whether it is suggested or agreed, and set the dates it runs between if they are known.
Open Patient chartAdd goals that someone reading them could tell had been reached. A goal nobody can assess is a sentence, not a goal.
Add activities, each tied to a goal where that makes sense. Name who is expected to do it in words, and tell them: nothing on a plan reaches anyone by itself.
Status says whether a goal is still being pursued. Progress says how it is going. A goal can be actively worked on and getting worse at once, which is the most useful thing a plan can say.
Update the plan at each review and record why. What it said before is kept, so a later review can see how the plan changed.
An admission records that a patient is staying, which bed they are in, and when they leave. The one rule the system will not bend on is that a bed holds one patient: if two people take the same bed at the same moment, one of them is told it has gone.
It shows who is in, which bed they are in, and how long they have been here, grouped by whether they are waiting for a bed, on the ward, discharged or withdrawn.
Open WardChoose the patient, the kind of stay, and a bed if one is available or reserved (a reserved bed is marked as held: check it is held for this patient). Nothing is chosen for you. Choose No bed yet if there is not one: the patient stays on the board as needing placing, because somebody has to place them.
Only beds that are available or reserved are offered, and two beds with the same name show which ward each is on. The old bed is freed and the new one taken together, so the patient is never in both beds or neither.
A bed a patient has just left goes to cleaning, not straight to available. Mark it available from the locations screen once it is ready.
Discharge says the stay ended, and asks how: home, another home, another hospital, a hospice, long-term care, rehabilitation, a psychiatric unit, against advice, without telling staff, or died. Nothing is chosen for you. Withdraw says the admission should never have been recorded and is for a record made in error. Keeping them apart stops a patient who was never in a bed appearing in the bed-day figures.
Add the attending clinician and the rest of the care team under Care team on the patient chart. This records responsibility and nothing else: it does not give anyone access to the chart.
A chart line says what a patient is on. The drug round says what is due now. Recording a dose is the one thing the system will not let happen twice: if a colleague records the same dose at the same moment, one of you is told it has already been given. What it does not do is check anything clinical about the medicine, and that has not changed.
Open the patient chart and select Write a line under Medicines. Name the medicine, the dose, and how it is given. Writing a line is a doctor's act; nurses give the medicine but do not write the order for it. Then select Schedule doses on the line to put its doses on the round: the first time, how many, and how many hours apart, with the times shown before they are added.
Open Patient chartChoose the ward. The round opens on the ward you chose last time on this device, or on the only ward there is; otherwise it asks, and nothing is shown until you choose. What is due is listed in the order it is due, with how late each dose is, because lateness is the thing worth scanning for.
Open Drug roundThe name, the medicine and the ordered dose are repeated at the top of the record. Confirm the patient from the number on their wristband or the date of birth they tell you; it is checked against their chart, so a dose for the wrong patient is refused rather than written. The round is read again every thirty seconds, and a dose is read again when you open it, so one a colleague just gave tells you before you give it.
Not what was ordered. If you gave half, that is what belongs on the chart, because the difference between ordered and given is what a chart exists to record.
Choose the reason it was not given, each described in the list, including that the patient could not take it. There is no way to leave one blank, because a blank cannot be told apart from a dose nobody charted.
Stopping a line withdraws its outstanding doses at the same moment, so a stopped line cannot take another dose off a round somebody is already walking.
A supply is followed from preparation to the ward, back, or to destruction, with every step recorded against the person who made it. Alongside it sits the list of what this facility keeps and on what terms, which is where a medicine is marked as a controlled drug.
Supplies and the formulary are in one place, because whether a medicine is kept here is a question asked while preparing it.
Open PharmacyChoose the patient, pick the medicine from the formulary or name it, and write the quantity as you would on the label. It is kept exactly as you write it: nothing converts or recalculates a quantity.
Choose the ward and record who took it. No ward is chosen for you. From then on the supply's whereabouts is a record rather than a memory.
Record the quantity and why. If the medicine is marked as a controlled drug, name the witness. The witness cannot be you.
One entry per medicine, so whether you keep it is never two answers. Set whether it is stocked and what local terms apply: a new entry starts with neither chosen, so a controlled drug is never added as unrestricted by accident. Marking a medicine as a controlled drug is what makes destroying a supply of it need a witness.
The laboratory records what arrived and what the bench did with it. Two rules it will not bend on: a container label belongs to one sample at a time, and nothing is reported from a run whose control failed. What it does not do is interpret anything. It publishes no results, applies no reference ranges, and judges no control for you.
The worklist shows what arrived, how many containers and tests are on each delivery, and how long each has been here. Turnaround is what a laboratory is judged on, so it is on every row.
Open LaboratoryChoose the patient and enter the container labels. If one of those numbers is already in the laboratory you are told and nothing is recorded, because one sample with two sets of results is the mistake nobody can unpick afterwards.
A sample sent up from a ward needs no booked order. Write what was asked for in plain words. Refusing it would send the laboratory back to paper for every inpatient.
Choose why: haemolysed, clotted, not enough sample, wrong container, and so on. That frees the number for a fresh sample and tells whoever ordered the test, instead of leaving them waiting for a result nobody is producing.
Open a run against an analyser and put the tests you are running on it. Loading a batch and reporting from it are different moments, so a control is not needed yet.
Choose which control you measured, enter what you expected and what you saw, and give your verdict. Neither the control nor the verdict is chosen for you, and a warning is not a pass. A patient test can only be completed on a run whose control passed, and that is checked when you save it rather than when the screen loaded.
It is final for that run. A later pass does not undo it, because the numbers measured while the analyser was out of control were still measured while it was out of control. Open a new run once it is back in control.
Laboratory tests, imaging protocols, procedures, diagnoses and units come from one vocabulary shared by every clinic on the platform. It is published centrally and read in your workspace. The reason it is not editable here is that a vocabulary each clinic could edit would stop being shared, and the codes would stop meaning the same thing between you and anyone you send results to.
The banner shows the live version, how many terms it holds and when it was published.
Open Clinical catalogsType at least two characters. You can search by name, by code, or by another name the term goes by, and each result says which of those matched.
Switch between laboratory tests, imaging protocols, procedures, diagnoses and units. Each term shows its code and system, other names for it, and its unit or modality where it has one.
Report it rather than working around it locally. A local workaround is the fork this arrangement exists to prevent, and the correction goes into the next published version.
When a version is replaced the old one is kept. A result reported last year against a test has to keep meaning what it meant then, even after the code is retired.
Imaging records where a study came from, where its images are stored, and whose they are. Two rules it will not bend on: a study identifier belongs to one study, and a study with an open question about whose images they are cannot be made ready to read. What it does not do is report: no impression, no sign-off, and it is not a screen to read a scan on.
Each row on Intake is a batch that arrived, with its source and how many images. Open the study to see its series.
Open ImagingIf images arrive again under the same identifier they join the study that already exists. A split study is how somebody reports on three of five series without knowing the rest are there.
Record that the images are here, check the series are all present, then mark it ready. Image counts come from the archive itself, so they cannot drift from what is stored.
Say what is wrong and record the name on the images exactly as it appears. The study is held from that moment and cannot be made ready to read until somebody settles it.
Record what was decided and how you confirmed it. If the images belong to somebody else, name them and the study moves. If nobody can say whose they are, choose Images withdrawn: the study is withdrawn with the question, so it can never be read under anybody.
Ask for a restore rather than assuming one. It is recorded with your name on it, because a restore nobody asked for never finishes.
Sometimes the same person is registered twice, a record is attached to the wrong account, or a chart is started before anyone knows whose it is. Those are judgement calls, and they are worked as reviewed cases rather than corrected quietly.
Open Identity review and select Raise a case. Say what kind of question it is, which record it is about, and what you noticed.
Open Identity reviewA record proposed as the same person is a question, not a finding. Nothing is folded together because a match was suggested, and how strong a match looks decides nothing on its own.
Taking it stops two people resolving the same pair at once. If someone else changed the case since you opened it, your change is refused rather than overwriting theirs.
Check with the patient or their documents. A match on a date of birth and a mobile number is a reason to look, not a reason to act.
Prefer the one with more clinical history. Nothing is deleted: the surviving record's chart is read across both from then on, and medical record numbers move so an old label still finds the right chart.
Write it as though the person reading it was not there. In a year, nobody will remember the conversation at the desk.
Most charts are readable by the clinical staff of the facility they belong to. A chart can be restricted so that is no longer enough, and then reaching it takes evidence: the patient's own account, a grant recorded in advance, or an emergency access episode a clinician records for themselves.
Open the chart and choose Consent and privacy in the sidebar. It shows whether the chart is restricted, who holds standing access now and until when, and the relationships on file; Access history shows who opened it under emergency access and the grants that have ended. Manage who can see this chart is where you change any of it.
Open Patient chartFacility owners and administrators can restrict a chart or release it. Restricting it hides the identifiers too, because a medical record number is how you find the rest of the record.
Name the person, choose the authority it rests on, choose what they may do, and set the date it ends. Do this at the same time as restricting the chart, so routine care does not have to break the glass.
Withdrawing closes the grant and keeps the record of it, including when it ran and why it was withdrawn.
A doctor or nurse records why access is needed and describes the situation in their own words. The episode lasts a few hours, is recorded against their name, and is read afterwards. End it early once the chart is no longer needed.
Recording that someone is a patient's parent, spouse, or carer says who they are. It may justify a grant; on its own it opens nothing.
Because the choice is yours to make. Every list you choose from in a hospital form starts empty, so a stay, a dose, a result, a bill or a report records what somebody decided rather than whatever the form happened to show. A few things are the exception, and each says so. A list you work from, such as the ward on the drug round, a theatre's list, a unit's rota or a clinic location's tree, opens on the one you chose last time on this device (never on somebody else's choice), or on the only one there is; a form you start from that list, such as booking a case, starts on it and shows it so you can change it. A service request starts at Routine priority, the usual answer, and says when to raise it. And a choice is made for you only when a rule leaves one possible answer, such as a bed inside a room, or measurements, which are not asked how certain they are.
It cannot be chosen there, and its description says why: a part of the theatre record only the named surgeon or anaesthetist can sign, a batch that is not recalled cannot come off the shelf as a recall withdrawal, a bed cannot be marked occupied except by admitting a patient, records cannot be folded together until a second record is on the case, and a medicine taken off the formulary is not linked to a new supply. Showing it with the reason is quicker than choosing it and being refused.
The visit may not have reached the required stage, a preparation item may be incomplete, or the action may be limited to the assigned patient or clinician.
No. Ending audio or video only ends the call. The care team completes the remaining documentation and visit steps separately.
Open the appointment and look for the after-visit summary or follow-up section. Only released information is shown to patients.
No. The chart records what is believed and by whom. It does not check interactions, allergies, doses, or reference ranges, and there is no alerting or decision support, so it will not warn you.
No. Medication history records what the patient says they take. Prescribing is separate work with its own review and issue steps.
Yes, if you are a doctor, nurse, care coordinator or administrator who may change the chart. Type at the bottom of WhatsApp messages and send: it goes out from the clinic number the conversation is on. Keep clinical details out of it, because WhatsApp is not a secure clinical channel; a reply that names them is refused.
Usually. The clinic keeps photos, voice notes, videos and common documents when they arrive, and they open from the message on the chart. A file that was too large or of a type that is not kept says so, and is still on the clinic phone. Files from WhatsApp are not checked for viruses, so open only what you expect.
No. The reply is highlighted on their chart and nothing is changed automatically, because one word from a phone a family shares may not be the patient's decision. If they no longer want WhatsApp messages, record the opt-out on their contact record in Contacts.
Several people in a family can share one number. A reply goes to the patient it answers, or to the one patient the clinic's recent messages on that number were about. If the clinic had been writing about two people in the family, the reply is kept but not put on either chart, rather than guessing: it waits in WhatsApp to file, where somebody who knows whose it is files it. With no recent messages at all, it goes to the family's main member and the chart says somebody else in the family may have written it.
Recording and correcting the clinical record is limited to doctors and nurses. Administrative roles can read a chart where their permissions allow it, but authoring clinical content is a clinician's act.
Someone at the facility restricted it, usually because the patient asked or their safety needs it. Being clinical staff here no longer opens it on its own. Ask for a grant, or, if care cannot wait, record emergency access.
No. It opens the chart and records who opened it and why. Whether the access was appropriate is decided afterwards by whoever reviews it.
No. Ending it stops further reading. It cannot recall what was already shown, and the record of the episode and your reason is kept.
No. A plan records what is intended. It does not order, prescribe, refer, book or remind anyone, and naming who is expected to do something does not send it to them.
No. Folding two people's medical histories together is a clinical decision, so it is made in Identity review, where both charts are checked and the reason is kept. Contacts that are not patients still merge from the contacts screen.
No. This is not a diagnostic display. Reading a clinical image needs a validated monitor and the right viewing conditions, and a browser on an ordinary screen is neither.
No. It records where a study came from, where its images are and whose they are. The report is written on the result surface, with its own review and release steps.
No. They join the study that already exists. A study identifier belongs to one study, which is what stops a study ending up split in two.
Because another workspace already holds it. That is almost always a misconfigured sending device, and filing the images under whoever received them second would be wrong. It is raised for somebody to look at instead.
It has an open question about whose images they are. Settle that first. The check happens when you save rather than when the screen loaded, so a question raised a moment ago still stops you.
No need. Asking again tells you the restore already in hand rather than starting a second one.
Because the vocabulary is shared by every clinic on the platform and is published centrally. If each clinic could edit it, the codes would stop meaning the same thing between you and anyone you send results to. Raise a correction and it goes into the next version.
Report it. Corrections and additions go into the next published version rather than being edited into the live one.
Because a result reported last year against a test has to keep meaning what it meant then, even after the code is retired. Replaced versions are marked replaced, not deleted.
No. A term carries the code and system it was published with. Nothing here maps one system to another or checks a code against an external register.
No. Completing a test records that the bench did it. Releasing a result to a clinician or a patient is separate work with its own review and release steps, and nothing in the laboratory queue does it for you.
No. It applies no reference ranges, no abnormal flags and no delta checks. Interpretation happens on the result, not here.
Because a label belongs to one sample at a time. Letting it be reused while the first sample is still here would give one patient's sample two sets of results, and nobody could tell them apart afterwards.
Nothing was recorded. A delivery is received whole or not at all, because a half-recorded delivery leaves numbers claimed by nothing. Fix the label and receive them again.
Yes. Recording a rejection frees the number, which is exactly what a re-bleed needs.
Its control has not passed, or it failed. Nothing can be reported from a run whose control failed, and that check happens when you save rather than when the screen loaded.
No. A failed control is final for that run, because the numbers measured while the analyser was out of control were still measured while it was out of control. Open a new run.
No. There are no control limits, no rules and no trend detection. You record the verdict you reached, and the system holds the run to it.
No. It records what was ordered and what was given. It does not check interactions, allergies, doses or duplicate therapy, and it will not warn you. Those checks remain yours.
It cannot be recorded twice. A dose is recorded once, and if a colleague records it while you have it open you are told when it was recorded and asked not to give it. Check with them before doing anything else.
The patient you had open is sent with the record and checked against the chart line. If they do not match, the dose is refused rather than written to the wrong patient.
Because what was given is not always what was ordered, and the difference is the thing worth recording. It is kept exactly as you write it.
They are withdrawn at the same moment, so a stopped line cannot take another dose off a round somebody is already walking. A withdrawn dose is not counted as one that was missed.
No. It says what this facility keeps and on what terms. It is a stock and governance list, not a clinical control.
Because the formulary marks them as controlled drugs. The witness is named on the record and cannot be the person doing the destroying.
No. There is one claim per bed and it is taken atomically, so if two people allocate the same bed at the same moment one of them is told the bed has gone. That refusal is the system working.
A bed a patient has just left goes to cleaning rather than straight to available. Mark it available from the departments and beds screen once it is ready.
No. A care team membership records responsibility. A restricted chart still needs a recorded grant or an emergency access episode, including for the named attending clinician.
Nothing is deleted. It points at the surviving record, and the surviving record's chart is read across both. Entries that came from it say where they came from, and the merge can be separated again.
Help patients find care, choose an available time, prepare for the visit, and respond to changes or waitlist offers.
→Guide 07Organize and share recordsUpload, find, preview, organize, and share documents while keeping access deliberate and easy to review.
→Guide 08Connect communication channelsSet up live chat, WhatsApp, and social channels, then give your team clear habits for monitoring them.
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