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Clinical care

What it does​

Clinical care is how clinicians record a patient’s journey at your facility: visits, encounters, observations, diagnoses and related notes, plus admit / transfer / discharge (ADT) against care locations (beds). A clinical summary gives a quick read of recent activity. Physical bed occupancy is also visible on the facility bed board.

Where to find it​

Start from a patient record (/patients/[patientId]):

  • Summary — /patients/[patientId]/summary
  • Visits — /patients/[patientId]/visits
  • Encounters — /patients/[patientId]/encounters
  • Observations — /patients/[patientId]/observations
  • Bed board — /admin/facility/bed-board

Visit / encounter / care-location types are setup lookups under Admin → Setup.

📸 Screenshot: patient clinical hub (patient-detail).

Patient clinical entry

📸 Screenshot: clinical summary (clinical-summary).

Clinical summary entry

📸 Screenshot: bed board (bed-board).

Bed board

Common tasks​

Open a patient and review the summary​

  1. Find the patient under Patients (name or identifier search).
  2. Open the patient → Summary for a compact clinical overview.
  3. Use the tabs for visits, encounters, and observations.

Reading the identifiers on the chart header​

The header lists the numbers this patient is known by. One of them may be marked Temporary.

⚠ A temporary number is a placeholder issued so an unidentified patient can be treated and recorded straight away. It is a real, working UHP number, but it stands in until somebody establishes who the patient is. Treat it as something still to be resolved, not as the patient's number.

If the patient has not been identified at all, a banner above the name says so, and the name itself is a placeholder generated at registration.

Start and end a visit​

  1. On the patient record, Start visit (choose visit type when prompted).
  2. Work encounters and observations under that visit.
  3. End visit when care for this attendance is finished — ending a visit may also clear an active bed placement when discharge rules apply.

Record an encounter and observations​

  1. Open Encounters (or start from an observation form).
  2. Create or open an encounter with the correct encounter type and providers/signatories.
  3. Capture observations (often via a published form) including care location when required.
  4. Open an observation row for detail / history.

Admit, transfer, or discharge (ADT)​

  1. On the patient view, choose Admit, Transfer, or Discharge when available.
  2. Admit / transfer: pick department → unit → bed (care location), add signatories and an optional comment.
  3. Discharge: ends the active placement (and typically the visit) with reason/comment as required.
  4. Confirm the patient appears correctly on the bed board.

Use the bed board​

Open Facility → Bed board to see occupancy across beds for the active facility. Placement changes should be made through ADT on the patient, not by inventing a second source of truth.

Tips & limitations​

  • You must be allowed to see and write for that patient (roles + visibility/consent/grants) — see Visibility & consent.
  • Clinical list screens that page on the server are scoped to one patient at a time for safety.
  • Clinical notes on the summary use fixed categories (Progress, Discharge, Consult) — not free-text type labels.
  • Configurable “summary panel concepts” administration (which concepts appear in a form-side panel) may arrive as a separate setup screen; the patient Summary tab is available today.
  • Advanced orders (CPOE), referrals, and results inbox are separate future workflows.

When something looks wrong​

What you seeWhat it usually is
A form will not openIt is being reached outside a patient context — open it from the patient's dashboard
A write is refused although the record openedReading and writing are separate, or the visit is not open
Nothing can be recorded for a patient who is presentThey have not been checked in, so there is no open visit
A record disappearedClinical records are voided, not deleted — enable "show voided"

For the causes common to every screen — a missing menu item, an empty list, a refusal — see Why a screen will not work.