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Clinical Care

Create and sign a clinical note

Available to

Clinician and other authorised care users.

What this task does

Captures a structured or narrative note for the patient, facility, encounter, and note type.

Steps

  1. Open the patient record or Healthcare > Clinical Care > Notes.
  2. Create a note and select the patient, facility, encounter, note type, author, and clinical date/time.
  3. Enter the clinical content using the locally approved format.
  4. Save the draft while it is still under preparation.
  5. Select Submit when the note is ready for clinical signing.
  6. The authorised clinician reviews the completed note and selects Sign when it is accurate and complete.

What happens next

A signed note becomes part of the longitudinal record. If a correction is required, create an attributable amendment rather than changing the signed text. The visible note progression is Draft, Submitted, and Signed; an amendment creates a new draft version and preserves the signed record being amended.

Related topics

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