How to log a patient discussion

The Discussions tab is used to document patient interactions such as notes, emails, phone calls, and in-person conversations. In hospital environments, it is most commonly used for recording nursing end-of-shift handover notes.


  • To log a new patient discussion, select the New  button in the bottom of the screen in the Discussions tab.
    • A 'Duration' timer will begin immediately.
    • In the top-right of the screen, fields such as synopsis, contact type (In/Out), interaction type (Note/Email/Call/In-Person) can be populated.

The 'High Importance' check-box can be ticked to flag the note by highlighting it green and adding a 'Warning' icon when viewing it in the Discussions tab.

Linked Records

The 'Linked Record' option can be used to link existing clinical records to the discussion.

  • In the right-hand side of the Discussions screen, select the Edit  button next to the 'Linked Record' field.
  • This will open up the 'DiscussionRecordSelection' screen, where you can select a linked record.

Once created, a discussion can be edited for 24 hours by the user that created it. After this period, only amendments can be made via the Amend  button at the bottom of the screen. Discussions cannot be deleted after 24 hours.


Printing Discussions

There are three options available for printing Discussions:

  1. The Print button under the preview tab on the right will print the record currently being previewed.
  2. The Print All button in the bottom left will print a list of all records.
  3. The Print Selected button becomes available when filters are applied and prints all records matching the filters specified.

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