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Clinical documents

Requires Clinical documents permission. Use Clinical documents for notes, discharge summaries, referrals, and similar records linked to patients. Search matches titles (and note text). Closer title matches appear first when you type.

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Create a document

1. Open Clinical documents.
2. Choose New (or equivalent).
3. Select the patient and document type.
4. Write content and set status (Draft or Final as your process requires).
5. Save. The document appears in the list and on the patient chart.

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Review and update

Open a row to use the detail drawer. Edit drafts, finalize when ready, and attach files when your workspace has storage configured. Closing create/edit with unsaved changes (or refreshing the page) asks you to confirm before discarding.

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Tips

• Finalized documents may be restricted from casual edits — follow your clinic policy.
• Empty states and the in-app tour explain first-time setup for this module.