Write and sign a note
Write a consultation note from a template during a visit, check it, and sign it.
- Where
- Practice portal
- Who can do this
- Doctor, Midwife, Nurse and Staff
Write the note in the visit, under the headings of a template. You can record it and come back later, and you sign it when it is complete.
Steps
- Open the patient's visit. It opens on Notes.
- Choose a template, such as General consultation or Follow-up / SOAP. The note shows how many headings are needed to sign.
- Write under each heading. The headings marked needed to sign must be filled before you sign.

- To keep the note and finish it later, choose Record it without signing. It is saved as a draft.
- When it is complete, choose Review and sign.
- Read what signing means, then choose Sign it.

What to expect
The note shows Signed, with who recorded it and when it was signed. Accepted appears beside it once the practice has it.

Only the author can sign a note. A signed note is never edited. To change something, correct it with a new note.