# Read and update a patient's record (/docs/en/learn/clinician-record)

After this lesson you can read a patient's **Record** page, add a diagnosis to it and correct a mistake. It takes about 15 minutes. You need a role that can write clinical records, such as Member, Admin or Owner.

## Why it matters [#why]

The **Record** page is the summary every colleague reads: allergies, diagnoses, medication, readings and open work. What is recorded there counts as current for the whole practice. So you read it before a contact, and you add to it on purpose.

Nothing recorded is ever deleted. A wrong entry is withdrawn, and it stays visible with the reason.

## How it works [#how]

Anna de Vries, 54, comes for a follow-up. Her doctor opens **Patients**, searches for her and checks her name and birth date before opening the row. A matching name alone is not enough.

### What the Record page shows [#what-the-record-page-shows]

The record header stays at the top of every tab of the record: the patient's name, key facts and the allergies line. **Allergies not recorded** means nobody has said anything yet. **No known allergies** is a statement someone recorded. Anna's allergy to penicillin is listed there.

The **Record** page starts with **Needs you** when something waits for you, then the lines **Next visit** and **Care team**. Below them come **Diagnoses**, **Medications** and **Vitals**, which are always shown. Sections such as **With the patient**, **Tasks**, **Care plans** and **Home monitoring** appear when they hold something. A section's title opens the full list. Anna has one confirmed diagnosis, one medication and three blood pressure readings from last month.

The other tabs of the record are **Notes & files**, **Emails & requests**, **Tasks**, **Profile** and **History**.

### Add an entry [#add-an-entry]

Choose **Add** in a section header, for example under **Diagnoses** or **Medications**. Under **Vitals**, the button reads **Add reading**. Allergies are added from the allergies line in the header. The entry opens in place. Fill it in and choose **Record**, or press Enter. The entry is in the record at once.

Inside a visit note it works differently: an entry joins the record when you sign the note. You meet that in [Record findings and sign a note](/docs/en/learn/clinician-record-and-sign).

### Correct a mistake [#correct-a-mistake]

Select a line to open it, then change the value there. Each change applies on its own. A diagnosis can also be confirmed or marked resolved when that is the clinical change.

If an entry should never have been recorded, choose **Withdraw…**. Salisan asks **Why is this withdrawn?**. The reasons include **Wrong patient**, **Duplicate** and **Test or accidental entry**. A wrong value is corrected, not withdrawn: if you choose **Wrong value**, Salisan offers **Correct it instead →**.

The withdrawn entry leaves the **Record** page. To find it, choose the section title, for example **Diagnoses**, and then the **Withdrawn** filter. The entry is struck through there, with the reason, and **Undo** brings it back.

### Which patients you see [#which-patients-you-see]

With the default Member role you see the patients assigned to you. A patient you register is assigned to you. If a colleague can open a record that you cannot, ask a practice admin to check the assignment. See [Roles and access](/docs/en/get-started/roles-and-access).

## Try it [#try-it]

You create the test patient that the later lessons reuse.

1. Open **Patients** and choose **New patient**.
2. Enter **Sam** as **Given name**, **Testpatient** as **Family name**, and a **Birth date** that makes Sam an adult. Choose **Add patient**. **Patient added.** appears and Sam's **Profile** opens.
3. Open the **Record** tab and read the page. **Diagnoses** and **Medications** say **Nothing recorded yet**. You are on the care team because you created the patient.
4. Under **Diagnoses**, choose **Add**. Type a diagnosis name, for example Hypertension. If catalog entries appear, pick the matching one. Choose **Record**. The diagnosis now appears under **Diagnoses**.
5. Select the diagnosis line. Choose **Withdraw…**, then **Test or accidental entry**, then **Withdraw**. The line leaves the **Record** page.
6. Choose the **Diagnoses** title, then the **Withdrawn** filter. The entry is struck through.
7. Open the **History** tab. Both steps are listed.

<Callout type="info">
You cannot delete Sam. Keep "Testpatient" in the name. So that Sam does not count in Insights, go to the foot of the **Profile**, choose **Privacy** under **Record**, tick **Exclude from analytics** and choose **Save**. Withdraw test entries with **Test or accidental entry**. Permanent removal is a formal erasure that only an owner or admin can start.
</Callout>

## Check yourself [#check]

1. The allergies line says **Allergies not recorded**. Does the patient have no allergies?

<details>
<summary>Answer</summary>

No. It means nobody has recorded anything yet. **No known allergies** is a separate statement that someone recorded.

</details>

2. You recorded a diagnosis on the wrong patient. Can you delete it?

<details>
<summary>Answer</summary>

No. Open it, choose **Withdraw…** with the reason **Wrong patient**, then record the diagnosis on the right patient. The withdrawn entry stays in the history.

</details>

3. A colleague can open a patient that is missing from your list. What is the most likely reason?

<details>
<summary>Answer</summary>

Your role gives you access to assigned patients only, and this patient is not assigned to you. Ask a practice admin to check the assignment.

</details>

## Next [#next]

Continue with [Start a visit and write the note](/docs/en/learn/clinician-visit).
