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Manage clinical documents and consents ​

Open a patient record to manage Medical history, Data protection, Informed consents, and Attached files.

How to maintain a medical history ​

  1. Open the patient and select Medical history.
  2. Select Add medical history and enter the history name or reason, specialty, and required details.
  3. Add documents or images with Add Document or Add Image.
  4. Select Save. You can later open, close, export, or delete a history using the available actions.

How to manage patient files ​

  1. In the patient profile, select Attached files.
  2. Select Add image or Add document.
  3. Choose the file and provide a description if requested.
  4. Save the file. Use View image or View document to review an existing file.
  1. Open Data protection or Informed consents in the patient profile.
  2. Select an existing document or template, or select New consent where available.
  3. Complete the required content and select Save.
  4. Use Send document, Send to sign, or the consent sending action to email the document or request a signature.

Important information ​

Some documents need complete patient and centre information before they can be generated. When a patient is a minor, the application can require legal guardian details and signatures. File names for documents and images must be unique within the relevant clinical record.

Troubleshooting ​

  • If a consent template is unavailable, it may not apply to the patient or may not be available for your user roles.
  • If sending fails, review the patient, guardian, and centre email addresses shown in the sending confirmation.