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Clinical care

What it does​

Clinical care is how clinicians record a patient’s journey at your facility: visits, encounters, observations, diagnoses and related notes, plus admit / transfer / discharge (ADT) against care locations (beds). A clinical summary gives a quick read of recent activity. Physical bed occupancy is also visible on the facility bed board.

Where to find it​

Start from a patient record (/patients/[patientId]):

  • Summary — /patients/[patientId]/summary
  • Visits — /patients/[patientId]/visits
  • Encounters — /patients/[patientId]/encounters
  • Observations — /patients/[patientId]/observations
  • Bed board — /admin/facility/bed-board

Visit / encounter / care-location types are setup lookups under Admin → Setup.

📸 Screenshot: patient clinical hub (patient-detail).

Patient clinical entry

📸 Screenshot: clinical summary (clinical-summary).

Clinical summary entry

📸 Screenshot: bed board (bed-board).

Bed board

Common tasks​

Open a patient and review the summary​

  1. Find the patient under Patients (name or identifier search).
  2. Open the patient → Summary for a compact clinical overview.
  3. Use the tabs for visits, encounters, and observations.

Start and end a visit​

  1. On the patient record, Start visit (choose visit type when prompted).
  2. Work encounters and observations under that visit.
  3. End visit when care for this attendance is finished — ending a visit may also clear an active bed placement when discharge rules apply.

Record an encounter and observations​

  1. Open Encounters (or start from an observation form).
  2. Create or open an encounter with the correct encounter type and providers/signatories.
  3. Capture observations (often via a published form) including care location when required.
  4. Open an observation row for detail / history.

Admit, transfer, or discharge (ADT)​

  1. On the patient view, choose Admit, Transfer, or Discharge when available.
  2. Admit / transfer: pick department → unit → bed (care location), add signatories and an optional comment.
  3. Discharge: ends the active placement (and typically the visit) with reason/comment as required.
  4. Confirm the patient appears correctly on the bed board.

Use the bed board​

Open Facility → Bed board to see occupancy across beds for the active facility. Placement changes should be made through ADT on the patient, not by inventing a second source of truth.

Tips & limitations​

  • You must be allowed to see and write for that patient (roles + visibility/consent/grants) — see Visibility & consent.
  • Clinical list screens that page on the server are scoped to one patient at a time for safety.
  • Configurable “summary panel concepts” administration (which concepts appear in a form-side panel) may arrive as a separate setup screen; the patient Summary tab is available today.
  • Advanced orders (CPOE), referrals, and results inbox are separate future workflows.