Clinical records and audit

Overview

Record clinical information and review its change history.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Open the patient and add the clinical entry in the correct visit context.
2. Use precise, professional notes and verify before saving.
3. Authorized users can review Clinical audit to see revisions.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.