The patient chart
Overview, the visit, amendments, stock handed out in the room, demographics, and archive.
On this page
Open the chart from search, Patients, the calendar, or an appointment. Reception uses the same chart for contact details and booking, without the visit or prescription tools. That shorter path is under Reception.
The header
The header shows the name, patient number, age, phone, email, and medical aid. Allergies and alerts, once saved, show as banners.
Overview
- Next appointment, Last visit, and how many prescriptions have been issued.
- A vitals graph for the measurements the practice has chosen to graph.
- Appointments, split into Upcoming and Earlier.
Start a visit
- 1On the chart, click Start visit. You can also start from an appointment’s menu. If the visit is already in progress or completed, that menu says Open visit.
- 2The visit opens with the patient’s name, time, and your name.
- 3Fill in the clinical record and the vitals the practice has switched on.
- 4Tick or untick Visible in patient portal.
- 5Click Save draft to keep working, or Finalise visit when the consult is done.
Reason for visit
Why they came.
Clinical note
Each save adds a new version. Earlier notes stay on the page.
Assessment
Your assessment for this visit.
Plan
What happens next.
Patient-visible summary
The text the patient can read in the portal. They see this summary, not the clinical note.
Vitals
Temperature, blood pressure, heart rate, respiratory rate, SpO2, weight, height, and any custom measurements the practice has switched on. Vitals notes are optional.
Visible in patient portal
When it is on, the patient can see this visit after you save. They see the patient-visible summary, not the clinical note.
After you finalise, if this visit has no prescription and another patient is next, Meditrac asks Add a prescription? You can add one, or open the next appointment. If a prescription is already on the visit, the prompt offers Next visit or Home.
After a visit is finalised
The clinical record is locked as it stood. Use Amendment to add a new note. Enter an Amendment reason and an Additional note, then click Add amendment. Earlier notes are not overwritten.
Medication issued from the shelf
On the visit, Medication issued is stock handed out in the rooms. It is separate from a prescription.
- 1Search Medication from stock.
- 2Enter Quantity issued.
- 3Save. The quantity on hand in Inventory goes down.
Book from the chart
Click Book in the header, or Book on the Appointments card. The patient is already selected. Finish the booking as described under Appointments.
Edit the chart
Open the Details tab. Demographics holds identity, contact, medical aid, Allergies summary, and Alerts. Click Save demographics.
Archive or reactivate
Click Archive chart to take an active chart out of everyday use. Archiving is not deletion. Open an archived or inactive chart and click Reactivate chart to bring it back. Permanent deletion is not available in the app.
Visits and prescriptions on the chart
- Visits lists past consults. Open one to read or amend it.
- Prescriptions lists scripts for this patient. Open one to continue a draft or read an issued script.