Today's Notes: Preferences & Quick Guide

✅ Tips:

• MediRecords also integrates with Heidi AI Scribe for automated transcription and note generation. Learn more here: Heidi AI Scribe Integration
• Some Preferences referenced in this article are also demonstrated in video form: Top Tip: Customising Your Clinical Workflow – Save Clicks. Save Time. Focus on Patient Care.
• Saved a consultation note to the wrong patient, or need to restrict who can see it? You can mark a Past Consultation as confidential so only its creator can view it. See Marking a Past Consultation as Confidential.

Contents:

1. Opening Today’s Notes
2. Consult Preferences
   1. SOAP Today’s Note
   2. Default Consultation Type
   3. Consultation Timer
   4. Consultation Note Behaviour
   5. Automatic Insertion of Clinical Data
   6. AutoSave
3. Consultation Date, Time, Type & Room
4. Starting and Stopping the Consult Timer
5. Finishing a Consultation
6. Reason for Visit
7. Diagnosis
8. Formatting the Consult Note
9. Consult Attachments
10. New: Sanitised Content Warning in Consult Notes
11. Troubleshooting

Opening Today’s Notes

To access Today’s Notes and begin documenting the consultation:

1. Open the patient record, go to the Clinical tab, and select Today’s Notes.
   

Consult Preferences

You can customise the behaviour and layout of your consultation notes to match your workflow.

1. Click the Person icon in the top-right corner, select Preferences, and adjust your consult settings as desired.
   

• SOAP Today’s Note

  When SOAP formatting is disabled:

  • Any information you add or insert appears wherever your cursor is positioned.

  When SOAP formatting is enabled:

  • Today’s Notes are automatically divided into:
    Subjective
    Objective
    Assessment
    Plan
  • Clinical items entered through widgets (e.g., Observations, Diagnosis) are placed in the appropriate SOAP section, regardless of cursor location.

  To enable or disable SOAP:

  1. Tick or untick SOAP Today’s Note in your Consult Preferences → click Save.
     

  ✅ Tip: Notes are inserted in this order when applicable:
  Reason for Visit, Observation, Examination, Procedure, Clinical Drawing, Diagnosis, Shortcuts, New EPC, Cases, Clinical Template, Pathology Request, Radiology Request, Prescription, Immunisation, Extended Care, Patient Education.

   

• Default Consultation Type

  If you commonly use the same consultation type, you can save time by setting a default.

  1. In Preferences under General, open Default Consult Type, pick your preferred type, and click Save.
     
      

• Consultation Timer

  The timer can start automatically or manually.

  • Automatic Start: If enabled, the timer begins the moment you enter Today’s Notes.
  • Manual Start: If disabled, you can start the timer yourself.

  1. In Preferences under General, tick the Start Consultation Timer, and click Save.
     

   

• Consultation Note Behaviour

  For Automatic Consultation Finalisation, if you do not manually click Finish, MediRecords will automatically finalise the consultation:

  • Consults started before 10 PM AEST are finalised around midnight the same day
  • Consults started after 10 PM AEST are finalised around midnight the next day

  ⚠️ Warning: Once a consultation is finalised, it cannot be reopened.
  You may still add an amendment, but the original note cannot be edited.

• Automatic Insertion of Clinical Data

  Clinical activities documented during the consultation automatically appear in Today’s Notes.

  This includes:

  • Reason for Visit
  • Observations
  • Examinations
  • Procedures
  • Clinical Drawings
  • Diagnoses
  • Reviews & Health Assessments
  • Allergies & Reactions
  • Medical History
  • Medications
  • Immunisations
  • Investigations
  • Correspondence
  • Obstetrics
  • Cervical Screening Results

  ℹ️ Note: If a clinical item is created from the Patient Dashboard without entering the Clinical section first, it will not be added to Today’s Notes.

• AutoSave

  MediRecords automatically saves your note whenever new information is detected.

  • A saving indicator appears in the corner while the system saves
  • You may continue typing during AutoSave
  • You can also click Save at any time

  

   

Consultation Date, Time, Type & Room

You can modify key consultation details above the Today’s Notes:

• Date: Click the date → choose from the calendar
• Time: Click the clock icon → select a time
• Type: Click Type → choose from the dropdown
• Room: Click Room → choose from available rooms
  (Rooms must be created under Practice Settings before they appear here)

Starting and Stopping the Consult Timer

• To pause: Click Pause
• To resume: Click Resume

Finishing a Consultation

Click Finish to finalise the consultation.

If you return to Today’s Notes later on the same day, MediRecords will ask:

• Continue Consultation: reopen the existing note (until midnight AEST)
• Start New Consultation: finalises the previous note and creates a new one

Reason for Visit

1. Click Reason
   
    
2. Use the search field to find the condition
3. Select from the dropdown or type manually
4. Complete the form → click Save
   

Diagnosis

1. Click Diagnosis
   
2. Search or enter the diagnosis, complete the fields, and then click Save.
   

Formatting the Consult Note

You can use formatting tools, clinical templates, and shortcuts to streamline your documentation.

Formatting options include:

• Headings
• Bold, italics, underline
• Left/centre/right/justified alignment
• Bullet and numbered lists
• Indents
• Hyperlinks
• Tables

Consult Attachments

To upload attachments:

• Click the paperclip icon beside Today’s Notes
• Select a file to upload

Sanitised Content Warning in Consult Notes

For security reasons, MediRecords removes unsafe or unknown content if it is pasted into Today’s Notes or appears in older consult notes.

This may occur if the content was:

• Pasted from external editors (e.g., Microsoft Word)
• Auto‑inserted via an API
• Stored in Notes before this update and contains unsafe formatting
• Copied from a third‑party system

What you may see: Today’s Notes warning

If unsafe content is detected while writing or editing Today’s Notes, you will see this message:

What this means:

• MediRecords has removed or cleaned unsafe content
• Some formatting, links, or images may appear as plain text
• You should briefly check your notes to ensure everything is accurate

Why does this happen:

These updates help ensure the safety of your patient data and prevent harmful content from being introduced into MediRecords. Most users will rarely encounter these messages.

 

✅ Tip: You can continue editing your note normally.