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 and visit their profile
• in the sidebar, click Entries
• click Add entry
• add at least one of the following:
  • notes
  • uploaded files
  • an annotated image
• optionally, add labels to the entry
• 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 patient’s list of entries

Editing an entry

To edit an entry:

• search for the patient and visit their profile
• in the sidebar, click Entries
• scroll to the entry you would like to edit
• click on the dot menu for the item
• click Edit
• after making changes to the entry, click Save

Deleting an entry

To delete an entry:

• search for the patient and visit their profile
• click on the dot menu for the item
• 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.