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Version: 3.1

How to start a note discussion

Overview​

This flow describes how to start a new discussion in Clinical Notes. A discussion groups the messages of the care team about one topic.

Pre-requisites​

  • The patient is registered in Care.
  • You are a member of the facility that gives care to the patient.
  • If you start the discussion for an encounter, that encounter is open. You cannot start a discussion for a completed encounter.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can view clinical data about patientsOpen the Notes tab of a patient and read the discussions
Can Read encounter related clinical dataOpen the Notes tab of an encounter and read its discussions
Can Update a Patient's dataStart a discussion for a patient
Update Encounter related clinical dataStart a discussion for an encounter

Steps​

1. Open the Notes tab​

To start a discussion for a patient, open the patient and select Notes.

To start a discussion for an encounter, open the encounter and select Notes. In an encounter, you can also press g n to go to the Notes tab.

2. Start a new discussion​

Select New. On a small screen, select New Thread.

Care opens the Start New Discussion dialog.

3. Give the discussion a title​

Select one of the suggested titles, or enter your own title in the Enter discussion title... box.

ComponentsWhat it captures
Discussion titleThe topic of the discussion, up to 255 characters

Care shows an error if the patient already has a discussion with that title. Enter a different title.

4. Create the discussion​

Select Create.

Expected Outcome​

  • Care shows the message "Thread created successfully".
  • Care adds the discussion to the Discussions list.
  • Care opens the new discussion, and you can post the first message.

Concepts:

Flows: