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How to write consultation notes

This page shows you how to write consultation notes, during a call or afterwards.

Who can do this: Any prescriber or manager with access to the patient’s record. During a live call, only the assigned provider can add notes.

🎬 Video

Opening Consultation Tools during a call to add a note, and adding a note from the patient's Consultation Notes tab.

appointments-consultation-notes.mp4

Add notes during a call

Section titled “Add notes during a call”
  1. During the call, click Consultation Tools (the grid icon).
    📷 Screenshot

    The in-call toolbar with the Consultation Tools icon highlighted.

    appointments/consultation-notes-01.png
  2. Click Add Consultation Notes.
  3. Choose a Consultation Type from the list.
  4. If you chose Video Call, type your note in Add Note. If you chose any other type, choose a Form and a treatment instead. Then answer the form’s questions before saving.
  5. Attach a file if you need to.
  6. Choose a Priority Type.
  7. Click SAVE.

Add notes from the patient record

Section titled “Add notes from the patient record”
  1. Open the patient’s record.
  2. Click the Consultation Notes tab.
  3. Click the round + button.
    The patient's Consultation Notes tab with the add note button highlighted.
    The patient's Consultation Notes tab with the add note button highlighted.
  4. Follow steps 3 to 7 above to fill in and save the note.

What happens next

Section titled “What happens next”
  • Your note is saved and appears at the top of the patient’s Consultation Notes list.
  • Each note shows its priority, date, your name, treatment, and type.
  • From the Consultation Tools panel you can also click View Patient Notes to browse earlier notes.
  • You can click Create Prescription to write a prescription during the call. See How to prescribe.

If something goes wrong

Section titled “If something goes wrong”
  • “This appointment is not linked to a PMR patient record.” — this means the booking isn’t connected to a patient record in the portal. Check you opened the right booking. If notes still won’t save, ask an admin to link the patient to it.
  • “Please select a form”, “Please select a treatment”, or “Please answer all required questions in the form” — fill in the missing box before saving.
  • Switching form or consultation type mid-way — a window warns that your answers will be reset. Only continue if you’re sure.
  • “UPLOADING…” stays on the SAVE button while a file uploads. Wait for it to finish before leaving the page.