Past Consultations

Accessing Past Consultations in MediRecords allows providers to quickly review a patient’s clinical history, ensuring continuity of care and informed decision-making. Within the Clinical tab, you can view a detailed summary of previous consultations, including where they were held, the treating doctor, and the reason for the visit. This centralised view saves time and eliminates the need to search through paper records or external systems.

Past Consultations can also be filtered, searched, printed, and amended when necessary, making it easy to retrieve the information most relevant to ongoing treatment. Having these records at hand supports better patient outcomes by helping providers track progress, follow up on past issues, and avoid unnecessary duplication of care.

Contents

1. View & Filter Past Consultations

2. Searching Past Consultations

3. Printing a Past Consultation

4. Amending a Past Consultation

5. Marking a Past Consultation as Confidential

6. New: Sanitised Content Warning in Past Consult Notes

View & Filter Past Consultations

1. Open patient record

2. Go to the Clinical section

3. Go to Past Consultations

4. Click Filter and select the Practice or Type, or a combination of both.

   

Searching Past Consultations

To search for a past consultation, 

1. Click the Search box

2. Type in the first few letters of the reason

3. Press Enter 

4. The system will display a list of the closest condition matches belonging to that patient.

Printing a Past Consultation

To print a Consultation, 

1. Click the Tick-box next to the name to reveal a list of options. 

2. Click Print to open the print preview screen.

3. Make sure it is going to the correct Printer, and check Pages, Layout and Color if necessary. 

4. Click Print to print the consultation.

   

Previewing the Entire Consultation History

1. To preview a patient's entire consultation history select Preview.

2. You will be presented with the below Preview window.

3. To filter Past Consultations click Filter and select the Practice, Provider or When the consultation was completed.

4. Select More to add a Task, add a Clinical Action, book an appointment or send an Instant SMS.

5. All actions and updates performed from this preview window will be reflected in the standard past consultations view.
   
    

Amending a Consultation

1. Open the patient record

2. Go to the Clinical tab 

3. Go to the Past Consultations section

4. Click the tick-box next to the name and click Amend.

   

    

5. An amendment form, similar to the consultation notes will open below.

6. Update the consultation notes with all the required information

7. Click Save.

   

8. The Past Consultation has now been amended, and will be displayed beneath the original consult note.

*Note: The amendment form has the same functionality as Today's Notes, and you can insert a Reason, Observation, Examination, Clinical Drawer, and Procedure into the notes. 

However if the consultation is more than 24 hours old, they cannot change the original Reason for the visit, or alter the text in the original consultation notes.

Marking a Past Consultation as Confidential

Users can edit a Past Consultation and mark it as confidential if required. 

1. Navigate to the Patient Record.

2. Within the Clinical tab, select Past Consultations.

3. Select the relevant consultation note by checking the box.

4. From the Confidential drop-down menu, choose the appropriate option.
   
   
    

5. Once marked as confidential, the past consultation note will display a lock icon, indicating that it is confidential and cannot be viewed by other users.
   

New: Sanitised Content Warning in Past Consult Notes

As part of a safety update, MediRecords now checks consult notes for unsafe or unknown content. If such content is detected in a past consultation, it may be automatically removed to protect your data.

You may see this message when opening historical notes:

What this means:

• MediRecords found content that may be unsafe (e.g., pasted from external programs like Word, added via API, or stored in older notes with unsupported formatting).
• The content was automatically cleaned.
• Some formatting, links, or images may now appear as plain text.
• Because past consults are read‑only, you cannot edit or adjust them.

If anything looks incorrect after sanitisation, please contact MediRecords Support for assistance.