The Records section is used to manage all clinical records associated with a patient. It provides a centralized view of all records created by therapists, along with options to search, filter, and add new entries.

Access the Patient Overview page by clicking the ellipsis menu and selecting “Records & Notes”

Overview #

The Records section displays all entries in a tabular format. Each record represents a clinical entry created for the patient and includes key details for tracking and reference.

Search Functionality #

• A search bar is available at the top of the section.
• Users can search records based on keywords such as therapist name or related content.
• This helps quickly locate specific entries.

Filter Option #

• The filter option allows users to refine the list based on criteria.
• Filters can be applied to narrow down records by type, date.

Record Types #

• Record
  Typically contains structured clinical or treatment-related data.
• Note
  Used for additional observations or informal documentation.

Summary #

The Records section provides a structured way to document and manage patient-related information. With multiple access points, search and filter capabilities, and clear categorization, it ensures efficient tracking and retrieval of clinical records within the system.