Notes and records

A finding I wrote is not in the record

Find out why a diagnosis, medication, allergy or reading from a visit note is missing from the patient's record.

ForDoctorsNurses

You added a diagnosis, medication or reading as an entry in a visit note, but it is not on the patient's Record. A note and the record are separate: an entry in an unsigned visit note stays in the note until you sign or record it.

Check these first

  1. Check whether the visit is signed. An entry marked In this note only. Joins the record when you sign. is not in the record yet. Sign the visit, and its entries join the record. To record entries now and sign later, choose Sign, then Record 1 now, sign later under Not ready to sign?.
  2. Check the Agent's proposals. An entry marked Proposed by the Agent. Joins the record when you keep it and sign. waits for you. Review it, then sign. See Visits and notes.
  3. Look for an entry that failed. An entry that could not be recorded shows its error, such as Couldn't record, and Try again. A message such as Couldn't keep 1 of 3. Try again. says how many failed. The others are already recorded, and trying again does not record them twice.
  4. Finish an incomplete entry. An entry with a missing name or value cannot be recorded. Complete it, or choose Remove.
  5. Add entries to a signed note. If you added entries after signing, open the note's menu and choose Add 1 entry to the record. The note then shows Edited after signing.
  6. Look in the right place. The Record always shows Diagnoses, Medications and Vitals, with the most relevant current entries first. Home monitoring and Forms appear when they have entries. Choose All and the count beside a section to open its full list. There, a resolved diagnosis is under Closed, a stopped medication under Stopped, and an entry recorded by mistake under Withdrawn.
  7. Check the patient. Confirm that the name and date of birth at the top belong to the patient you meant.

Do not type a recorded finding again. A second entry creates a duplicate.

If it still doesn't work

Leave the note as it is. If the error offers Report problem, choose it. Otherwise open Help & support from the note. See Contact support.

Send the time, the kind of entry (for example diagnosis, medication or reading), what the entry shows and the message, if any. Do not send the patient's name or the finding itself.

See also Clinical records for entries recorded in error.

On this page