Expanded Clinical View

The Expanded Clinical View is designed to give clinicians immediate access to key patient information without interrupting the flow of a consultation. Instead of switching between multiple screens, you can view a patient’s medical history, results, correspondence, and outstanding tasks  - all while continuing to type directly into today’s consult notes.

This dedicated consultation window provides more space, streamlined navigation, and quick access to tools such as the Activities Alert Box, Summary View, and Activity View. With these features, clinicians can stay focused on the patient while managing records, tasks, and clinical actions more efficiently.

This guide will show you how to open the Expanded Clinical View, explain its key features, and outline the additional actions you can perform directly from this workspace. By the end, you’ll know how to make the most of this powerful tool to support smoother, more informed consultations.

Contents:

1. Summary View

2. Activity View

3. Additional Clinical Activities

4. Activities Alert Box

The Expanded View can be accessed from the Patient's Clinical Record, in the Today's Notes tab.

Opening the Expanded Clinical View

To open this view, 

1. Select the Expander Icon in the top right corner of your standard consult screen.
   
   
    

2. Once selected, the expanded view of the patient record summary will appear
   

3. From the Expanded View, will give you two options - the Summary View and the Activity View of the Patient Record.

Summary View

This View gives you a quick glance at the patient's Clinical information. Clinicians won't have to navigate away from this page to view patient's historical information.

Click on the name of a module to reveal a drop-down view of all available information of that type.

Patient's Current Medical History.

Past Consultation

Current Medications

Immunisations

Procedures

Latest Results

Latest Correspondence

Obstetric

NOTE: Only one view may be selected at any given time. If there are more than 10 items to display, additional pages will be created which can be viewed by selecting the left or right arrows or available page numbers, which are also hyperlinked.

Selected modules are easily identified as the modules title will be displayed in Blue.

Where applicable, you will be able to select the Date or Name of a record to view additional information. Applicable items can be identified by a Blue Hyperlink. Once selected, you will also be able to edit an item where applicable

Activity View 

In addition to the Activities Alert box, you can view all Future, Current/ Overdue and Completed Tasks & Clinical Actions.

This View gives you a quick glance at the the following Activities:

• Overdue 

• Due in the next 6 months

• Completed 

Overdue Activities

Activities Due in 6 Months

Completed Activities

Note: As with the Summary View, the Activity View's modules can only be selected one at a time, open modules will be identified as the modules title will become blue and, If there are more than 10 items to display, additional pages will be created which can be viewed by selecting the left or right arrows or available page numbers, which are also hyperlinked.

Additional Clinical Activities 

From the Expanded View, additional actions and clinical activities can be performed in addition to the options available in the Today's Notes screen.

Click the More to reveal a drop-down list, and select the Activity you wish to perform, such as Print Full Patient Report or Add New Result. 

The activity will be carried out and a new record will be added to the Patient Clinical Record under it's respective tab.

Once you've finished using the Expanded View, you can Finish the Consult by clicking Finish, or click the Expansion Icon to return to the standard Today's Notes screen.

*NOTE: All changes made to Today's Notes will be kept when changing from the Expanded View to the Today's Notes screen.

Activities Alert Box

1. This box is available on the patient record header and helps to alert clinicians to any outstanding Tasks or Clinical Actions, such as a Reminders and Recalls. 

2. This box appears next to the Allergies & Reactions Alert Box. 

3. Overdue Tasks and Clinical Actions will appear in RED text.

4. All activities visible from this box are sorted by Due Date, Oldest to Newest. Only the activities Type  and Subject will be displayed. 

5. A New Task or Clinical Action can be created directly from the Alert Box. Click the + Sign and select either Task or clinical Action. 

6. Depending on your selection, either the Task or Clinical Action pop up will appear.

7. Follow the instructions on this article to create a new Task or Clinical Action.

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