How to create a clinical record

1. Create a Clinical Record


  • Navigate to the clinical records tab.
  • Select the appropriate folder on the left-hand side for the clinical record you want to create.
  • Click on the 'New' button to create a clinical record.

2. Fill in Clinical Record Information

generated-image-at-00:00:18

  • The Clinical Record appear on your screen.
  • Navigate through various tabs to input necessary information:
    • Reporting MO
    • Scientific officer
    • Medications
    • Measurements
    • Report associated with the clinical record.

3. Save the Clinical Record

generated-image-at-00:00:40

  • Once all information is filled in, save the clinical record.

4. Assign the Clinical Record

generated-image-at-00:00:57

  • Click on the 'Info' button to assign the clinical record to the Reporting Doctor.
  • Mark the Owner Approver and change the status to 'Approval Waiting'.

5. Update Clinical Record Status

generated-image-at-00:01:15

  • Changing the status to 'Approval Waiting' will:
    • Move the clinical record to the Owner Approver's dashboard (typically the Reporting Doctor's dashboard).
    • Update the symbol next to the date to indicate the assignment of the clinical record.

Still need help? Contact Us Contact Us