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The patient record

How to open the patient record and what information is shown here.

Click a patient's name to open their full record. It contains:

  • Header — procedure, procedure side (for example Left), surgery date, surgeon and consented procedure, with an Edit button and a Cancel surgery button. An External PROMs badge appears where a patient's PROMs are handled externally. See Cancelling a patient's surgery.
  • Patient Notes — internal free-text notes (up to 5,000 characters), visible to your team only.
  • Patient details — the information captured on the registration form (expand to view; Edit details to change).
  • Consent — each consent form and its status (Open / Draft / Completed), with Continue consent form, View consent PDF and Resend consent email options. Click Add consent form to add a separate consent for another procedure, pre-filled with the patient details from the first form.
  • WorkCover Certificate of Capacity — create certificates here (set your clinic State in Settings first). See WorkCover certificates.
  • Documents — the registration PDF and the signed consent PDF, each with Download.
  • Additional patient documents — upload PDFs such as pamphlets or surgery instructions and email them to the patient. See Sending additional documents to patients.
  • PROMs Schedule — a card per timepoint with due dates, status, and Send / Resend / Copy link.
  • PROMs results — the patient's latest scores, trend chart and submission history. See Viewing a patient's PROMs results.
  • 12-week report — download a PDF of the patient's pre-op and 3-month PROM results. See Downloading a 12-week PROMs report.
 
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