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Entries

An entry is information that is recorded against a patient. This could be free-form text, images, or both.

Entries are shown on a patient’s timeline in the order they were created.

Adding an entry for a patient

To add a new entry:

  • search for the patient
  • click on the Timeline link
  • click on the + (plus) sign in the top left of the page
  • click the Add treatment post or Post to timeline without an appointment button
  • click the Entry for patient button
  • click Add entry for patient
  • add at least one of the following:
  • specify whether the entry should be visible to patients and the practice, or to the practice only
    • marking an entry as visible to Practice and patients will allow patients who log into the patient portal to view the entry
  • click Save

Once created, you will be redirected to the user’s timeline where the entry may be viewed.

Editing an entry

To edit an entry:

  • visit the patient’s timeline
  • scroll to the entry you would like to edit
  • click Expand to see the full entry
  • click on the dot menu
  • click Edit entry
  • on the edit page, you may:
    • edit individual fields
    • add an annotated image
    • delete already uploaded files
  • after making changes to the existing fields, click Save

Deleting an entry

To delete an entry:

  • visit the patient’s timeline
  • scroll to the entry you would like to edit
  • click Expand to see the full entry
  • click on the dot menu
  • click Archive
  • confirm that you would like to archive the entry

Annotating images

In addition to uploading files to an entry, it can be useful to annotate images. When creating or editing an entry, an Annotated image field will be present.

This field is displayed using two inputs - a select menu, and a file uploader. The select menu contains a list of the images uploaded to your organisation’s Annotation Templates settings page. If no images have been uploaded, then only the file uploader will show.

Once an image is selected or uploaded, drawings and text may be added to it using the buttons that will appear alongside the image.

Once you are happy with the annotations, click Save to have the annotated image saved to the entry as a new file.