A SOAP record can have one of three statuses: Draft, Open, or Closed. These statuses can be seen in both the Health Card Timeline and in the Patient's Records section.
Where to View Record Statuses
Health Card Timeline View
Click into a patient's Health Card, and scroll down to the Timeline.
Click on Records and filter by Status: Draft, Open or Close to make your selection.
Patient's Records View
Click on the Patient's Records button in the left area of the Patient Profile view
Use the available filters to browse through your patient's records
Click Search to display results
See the Record Status' in each record
π The Patient's Records section allows you to filter the SOAP records by criteria such as date, service or diagnosis, but it does not include a record status filter.
Draft records
Draft records are records that haven't been finalized yet. They don't have a record number and they are not shared in the app with the client.
To access a Draft record:
from the Timeline within the Health Card tab, click on the Draft hyperlink
or
from the Patient's Records tab, click on the 3 dotted lines button under the Actions column, then click Open Consultation.
All the changes done in a Draft record will automatically be saved. To move the record to the Open status, click on the Finalize button, in the top right of your SOAP record page.
π Drafts can be kept in this state for as long as needed (they won't automatically close after a set period of time).
π You can only change the Template of the record while they are in the 'Draft' status.
Open records
Once a record is marked as Open, a record number is assigned and displayed in the top left corner of the SOAP. All the changes done in the record will be autosaved, but you can also use the Finalize button without changing the status of the record.
π Only 'Open' records can be closed.
π Only some users have access to close records - check permissions here.
π 'Open' records are not shared in the app if your clinic has an automatic close timer.
Closed records
Closing a record is necessary to ensure the safety of the entered data. Closed records display the timestamp when they were conducted / opened and the timestamp when they were closed.
Closed records are considered 'locked' and therefore are view-only. This means that the record is no longer editable. If you wish to edit a closed record, a user with admin permissions will need to unlock it by clicking on the Unlock button.
π Records can be closed manually or have a set timer (e.g. 24h).
π If the automatic timer is enabled (from the Preferences section), the records will close after the set amount from the moment the record was 'Open' (saved for the first time).
π Only some users have access to unlock closed records - check permissions here.
π Comments can still be added or edited on 'Closed' records.
π Products can still be added to the Billing section - if you wish to disable access to the Billing section please check the permissions here.