Voror_Wiki - User contributions [en-gb]

Data Sharing Manager/Organisations

2026-02-03T11:07:06Z

Louis B: add link to org bulk section

{{Help}}
'''Organisations''' in Data Sharing Manager are defined by an organisation data service (ODS) code and include GP practices and other healthcare providers. Organisations can be publishers and/or subscribers, and can include one or more services. Use Data Sharing Manager to view, manage, or add organisations. 
'''Services''' in Data Sharing Manager are defined by an organisation data service (ODS) code and include services offered by organisations such as GP practices and other healthcare providers.

Use this section to help you to:

[[Data Sharing Manager/Organisations#Organisations|'''Organisations''']]
* [[Data Sharing Manager/Organisations#view org|View organisations]]
* [[Data Sharing Manager/Organisations#view org details|View organisation details]]
* [[Data Sharing Manager/Organisations#edit org|Edit an organisation]]
* [[Data Sharing Manager/Organisations#add org|Add a new organisation]]
*[[Data Sharing Manager/Organisations#add org bulk|Add an organisation bulk]]

[[Data Sharing Manager/Organisations#Services|'''Services''']]
*[[Data Sharing Manager/Organisations#view service|View services]]
*[[Data Sharing Manager/Organisations#view service details|View service details]]
*[[Data Sharing Manager/Organisations#edit service|Edit a service]]
* [[Data Sharing Manager/Organisations#add service|Add a new service]]
*[[Data Sharing Manager/Organisations#create service|Create a new service based on an existing organisation]]


==Organisations==

===View organisations===

#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click '''Organisations'''.
#:{{Tip|1=Click next to '''Name''' to order the organisations and use the page navigations to show more rows per page or to easily access another page.}}


===View organisation details===

#[[Data Sharing Manager/Organisations#view org|View organisations]].
# Click the link of the required organisation.
#If required, click the tab links to display for one or more of the following:
#:*Addresses
#:*Regions
#:*DPA publishing to
#:*DSA publishing to
#:*DSA subscribing to
#:*Child organisation
#:*Parent organisations
#:* Services
#:{{Tip| The number of items is displayed next to each tab link.}}
#If required, click the link of the required item to view further details.


=== Edit an organisation===
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org details|View organisation details]].
#Click to edit the selected organisation. The '''Organisation details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Organisation name
#:*ODS code
#:* ICO code
#:*IG toolkit status
#:*Alternative name
#:*Organisation type
#:* Date of registration
#:*System supplier
#:*System supplier reference
#:*System supplier sharing activated
#Click '''Save organisation'''.
# If required, in one or more of the item tabs, do one of the following:
#*Click to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#*Select one or more of the existing items, click , and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}



===Add a new organisation===
{{Note| You can only add a new organisation if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org|View Organisations.]]
# Click the plus '+'.
#:The '''Organisation detail dialog''' is displayed.
#In '''Organisation name''', type the name of the new organisation.
#In '''Organisation type''',use the dropdown menu to select the relevant organisation type.
# In the ODS code, type in the organisation ODS code.
#If required, edit one or more of the following:
#*ICO code
#*IG toolkit status
#*Alternative name
#*Date of registration
#*System supplier
#*System supplier reference
#*System supplier sharing activated
#Click '''Save organisation'''.
#If required, in one or more of the item tabs, do one of the following:
#*Click to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#*Select one or more of the existing items, click , and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}


===Add an organisation bulk===
{{Note| You can only add an organisation bulk if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org|View Organisations.]]
#Click the upload '↑' icon.
#:The '''Organisation upload dialog''' page is displayed.
#Drag and drop, or use file explorer to select a file.
#The '''Organisation bulk preview''' will allow you to verify that your upload looks as expected.
#Press the '''<nowiki/>'upload' button''' to confirm, or '''<nowiki/>'back' button''' to go back.
#If confirm is pressed, the data will be uploaded to the server.
#A '''toast popup''' will be displayed in the bottom right of the screen to confirm success or failure. 
==Services==

===View services===

#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click '''Services'''.
#:{{Tip|1=Click next to '''Name''' to order the services and use the page navigations to show more rows per page or to easily access another page.}}



===View service details===

# [[Data Sharing Manager/Organisations#view service|View services]].
#If required, click the tab links to display further details for the service's parent organisation.

===Edit a service===
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view service details|View service details]].
#Click to edit the selected service. The '''Service details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Service name
#:*ODS code
#:*ICO code
#:*IG toolkit status
#:*Alternative name
#:*Organisation type
#:* Date of registration
#:*System supplier
#:*System supplier reference
#:*System supplier sharing activated
#Click '''Save service'''.
#If required, click to add a parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.


===Add a new service===
{{Note| You can only add a new service if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view service|View services.]]
#Click .
#:The '''Service details''' dialog box is displayed.
#In '''Service name''', type the name of the new organisation.
#In '''Organisation type''', use the drop down list to select the relevant organisation type.
#If required, edit one or more of the following:
#* ODS code
#*ICO code
#*IG toolkit status
#*Alternative name
#* Date of registration
#*System supplier
#*System supplier reference
#*System supplier sharing activated
#Click '''Save service'''.
#If required, click to add parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.



===Create a new service based on an existing organisation===
{{Note| You can only create a new service if you have the correct user and project permissions. If you do not have the correct permissions, the create service functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org details|View organisation details.]]
#Click to create a service from the selected organisation.
#:The details of the selected organisation are copied and the '''Service details''' screen is displayed.
#Click to edit the new service.
#:The new service is displayed in Services.

'''See also:'''

*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]

Data Sharing Manager/Organisations

2026-02-03T11:05:34Z

Louis B: Add organisation bulk feature to wiki

{{Help}}
'''Organisations''' in Data Sharing Manager are defined by an organisation data service (ODS) code and include GP practices and other healthcare providers. Organisations can be publishers and/or subscribers, and can include one or more services. Use Data Sharing Manager to view, manage, or add organisations. 
'''Services''' in Data Sharing Manager are defined by an organisation data service (ODS) code and include services offered by organisations such as GP practices and other healthcare providers.

Use this section to help you to:

[[Data Sharing Manager/Organisations#Organisations|'''Organisations''']]
* [[Data Sharing Manager/Organisations#view org|View organisations]]
* [[Data Sharing Manager/Organisations#view org details|View organisation details]]
* [[Data Sharing Manager/Organisations#edit org|Edit an organisation]]
* [[Data Sharing Manager/Organisations#add org|Add a new organisation]]
*[[Data Sharing Manager/Organisations#add org bulk|Add an organisation bulk]]

[[Data Sharing Manager/Organisations#Services|'''Services''']]
*[[Data Sharing Manager/Organisations#view service|View services]]
*[[Data Sharing Manager/Organisations#view service details|View service details]]
*[[Data Sharing Manager/Organisations#edit service|Edit a service]]
* [[Data Sharing Manager/Organisations#add service|Add a new service]]
*[[Data Sharing Manager/Organisations#create service|Create a new service based on an existing organisation]]


==Organisations==

===View organisations===

#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click '''Organisations'''.
#:{{Tip|1=Click next to '''Name''' to order the organisations and use the page navigations to show more rows per page or to easily access another page.}}


===View organisation details===

#[[Data Sharing Manager/Organisations#view org|View organisations]].
# Click the link of the required organisation.
#If required, click the tab links to display for one or more of the following:
#:*Addresses
#:*Regions
#:*DPA publishing to
#:*DSA publishing to
#:*DSA subscribing to
#:*Child organisation
#:*Parent organisations
#:* Services
#:{{Tip| The number of items is displayed next to each tab link.}}
#If required, click the link of the required item to view further details.


=== Edit an organisation===
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org details|View organisation details]].
#Click to edit the selected organisation. The '''Organisation details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Organisation name
#:*ODS code
#:* ICO code
#:*IG toolkit status
#:*Alternative name
#:*Organisation type
#:* Date of registration
#:*System supplier
#:*System supplier reference
#:*System supplier sharing activated
#Click '''Save organisation'''.
# If required, in one or more of the item tabs, do one of the following:
#*Click to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#*Select one or more of the existing items, click , and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}



===Add a new organisation===
{{Note| You can only add a new organisation if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org|View Organisations.]]
# Click the plus '+'.
#:The '''Organisation detail dialog''' is displayed.
#In '''Organisation name''', type the name of the new organisation.
#In '''Organisation type''',use the dropdown menu to select the relevant organisation type.
# In the ODS code, type in the organisation ODS code.
#If required, edit one or more of the following:
#*ICO code
#*IG toolkit status
#*Alternative name
#*Date of registration
#*System supplier
#*System supplier reference
#*System supplier sharing activated
#Click '''Save organisation'''.
#If required, in one or more of the item tabs, do one of the following:
#*Click to add a new item, in the '''Add dialog''' box, select one or more of the available items, and then click '''Add selected'''.
#*Select one or more of the existing items, click , and then, in the '''Remove''' dialog box, click '''Remove'''.
#*:{{Tip| Use the parent checkbox to select or deselect all items.}}
===Add an organisation bulk===
{{Note| You can only add an organisation bulk if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org|View Organisations.]]
#Click the upload '↑' icon.
#:The '''Organisation upload dialog''' page is displayed.
#Drag and drop, or use file explorer to select a file.
#The '''Organisation bulk preview''' will allow you to verify that your upload looks as expected.
#Press the '''<nowiki/>'upload' button''' to confirm, or '''<nowiki/>'back' button''' to go back.
#If confirm is pressed, the data will be uploaded to the server.
#A '''toast popup''' will be displayed in the bottom right of the screen to confirm success or failure. 
==Services==

===View services===

#[https://wiki.discoverydataservice.org/Access_Data_Sharing_Manager Access Data Sharing Manager].
#If required, in the [https://wiki.discoverydataservice.org/Navigation_side_menu Navigation side menu], click '''Services'''.
#:{{Tip|1=Click next to '''Name''' to order the services and use the page navigations to show more rows per page or to easily access another page.}}



===View service details===

# [[Data Sharing Manager/Organisations#view service|View services]].
#If required, click the tab links to display further details for the service's parent organisation.

===Edit a service===
{{Note| You can only edit existing details if you have the correct user and project permissions. If you do not have the correct permissions, the edit functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view service details|View service details]].
#Click to edit the selected service. The '''Service details''' dialog box is displayed.
#If required, edit one or more of the following:
#:*Service name
#:*ODS code
#:*ICO code
#:*IG toolkit status
#:*Alternative name
#:*Organisation type
#:* Date of registration
#:*System supplier
#:*System supplier reference
#:*System supplier sharing activated
#Click '''Save service'''.
#If required, click to add a parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.


===Add a new service===
{{Note| You can only add a new service if you have the correct user and project permissions. If you do not have the correct permissions, the add functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view service|View services.]]
#Click .
#:The '''Service details''' dialog box is displayed.
#In '''Service name''', type the name of the new organisation.
#In '''Organisation type''', use the drop down list to select the relevant organisation type.
#If required, edit one or more of the following:
#* ODS code
#*ICO code
#*IG toolkit status
#*Alternative name
#* Date of registration
#*System supplier
#*System supplier reference
#*System supplier sharing activated
#Click '''Save service'''.
#If required, click to add parent organisation, then, in the '''Add organisations''' dialog box, search for the required organisation and click '''Add selected'''.



===Create a new service based on an existing organisation===
{{Note| You can only create a new service if you have the correct user and project permissions. If you do not have the correct permissions, the create service functionality is not available to your user.}}
#[[Data Sharing Manager/Organisations#view org details|View organisation details.]]
#Click to create a service from the selected organisation.
#:The details of the selected organisation are copied and the '''Service details''' screen is displayed.
#Click to edit the new service.
#:The new service is displayed in Services.

'''See also:'''

*[[Data Sharing Manager/My sharing|My sharing]]
*[[Data Sharing Manager/Regions|Regions]]
*[[Data Sharing Manager/Data processing agreements|Data processing agreements]]
*[[Data Sharing Manager/Data sharing agreements|Data sharing agreements]]
*[[Data Sharing Manager/Projects|Projects]]
*[[Data Sharing Manager/Reporting|Reporting]]
*[[Data Sharing Manager/Subscriber dashboard|Subscriber dashboard]]

Record Viewer/Care record summary

2025-12-04T22:04:15Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Care record summary displays a summary of the selected patient's key care record events.

Use this section to help you to:

*[[Record Viewer/Care record summary#care record summary|View Care record summary]]


== View Care record summary ==

#[[Accessing Record Viewer|Access Record Viewer]].
#[[File:RecordViewer Summary Page.png|alt=|thumb|800x800px|Example Care Record Summary screen]]If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Care record summary''' .
#:{{Info| Care record summary is the default view.}}The Care record summary displays the following key care events for the selected patient:
#:*'''Active conditions/problems'''
#:*'''Allergies & intolerances'''
#:*'''Health status'''
#:*'''Current medication'''
#:*'''Recent encounters'''
#:*'''Warnings & flags'''
# Click to expand specific care record events and display the following details:
#:*'''Active conditions/problems''':
#:**Status
#:**Onset date
#:**Source of data
#:**Practitioner
#:***
#:*'''Allergies & intolerances''':
#:** Effective date
#:** Source of data
#:** Practitioner
#:*'''Health status''':
#:**Source of data
#:**Practitioner
#:*'''Current medication''':
#:**Type
#:**Dosage
#:**Status
#:**Last issued
#:**Quantity
#:**Practitioner
#:**Source of data
#:**Start date
#:*'''Recent encounters''':
#:**Source of data
#:**Practitioner
#:*'''Warnings & flags''':
#:**Status
#:**Source of data
#:**Onset date

{{Demographic}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

Record Viewer

2025-12-04T22:03:59Z

Louis B: /* Update image to new Record Viewer */

[[File:RecordViewer Summary Page.png|alt=|thumb|777x777px|Example Record Viewer screen showing the default Care Record Summary view]]
{{Help}}

The Discovery Data Service (DDS) receives data from source organisations (publishers), transforms the data into a common model, stores the data, and then distributes the data to organisations (subscribers), subject to data sharing agreements, consent and satisfactory security arrangements.

Record Viewer shows a combined view of an individual's patient records, using data from different source organisations.

* [[Accessing Record Viewer]]

Use Record Viewer to view:

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Summary Page.png

2025-12-04T22:03:51Z

Louis B:

View patient summary with Record Viewer

File:Screenshot 2021-04-30 at 12.30.34.png

2025-12-04T22:03:08Z

Louis B: Louis B reverted File:Screenshot 2021-04-30 at 12.30.34.png to an old version

record viewer

Record Viewer/Immunisations

2025-12-04T22:01:24Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Immunisations displays current and historical administration of vaccines.

Use this section to help you to:

*[[Record Viewer/Immunisations#Immunisations|View Immunisations]]


== View Immunisations ==

#[[File:RecordViewer Immunisations Page.png|alt=|thumb|800x800px|Example Immunisations screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Immunisations''' .
#:Immunisations displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Immunisations'''
#:*'''Effective date'''
# Click to expand specific conditions and display the following details:
#:*Source of data
#:*Practitioner

{{Filter}}
'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Integrated Patient Care Record Viewer/Family history|Family history]]

File:RecordViewer Immunisations Page.png

2025-12-04T22:01:17Z

Louis B:

view immunisations with record viewer

Record Viewer/Family history

2025-12-04T22:00:53Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Family history displays significant health conditions for a person related to the patient relevant in the context of care for the selected patient.

Use this section to help you to:

*[[Record Viewer/Family history#Family history|View Family history]]


== View Family history ==

#[[File:RecordViewer Family Page.png|alt=|thumb|800x800px|Example Family history screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Family history''' .
#:Family history displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Family history'''
#:*'''Effective date'''
#:*'''Practitioner'''
#:*'''Date of encounter'''
# Click to expand specific conditions and display the following details:
#:*Source of data
#:*Practitioner

{{Filter}}
'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Family Page.png

2025-12-04T22:00:48Z

Louis B:

view family history via record viewer

Record Viewer/Referral requests

2025-12-04T22:00:06Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Referral requests displays records of requests for a referral service or transfer of the selected patient to the care of another provider or provider organisation.

Use this section to help you to:

*[[Record Viewer/Referral requests#Referral requests|View Referral requests]]


== View Referral requests ==

#[[File:RecordViewer Referral Page.png|alt=|thumb|800x800px|Example Referral requests screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Referral requests''' .
#:Referral requests displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Recipient'''
#:*'''Priority'''
#:*'''Type'''
#:*'''Mode'''
#:*'''Speciality'''
#:*'''Date of referral
# Click to expand specific conditions and display the following details:
#:*Source of data
#:*Practitioner

{{Filter}}
'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Referral Page.png

2025-12-04T21:59:59Z

Louis B:

view referral requests with record viewer

Record Viewer/Procedures

2025-12-04T21:58:55Z

Louis B: /* View Procedures */

[[Category:Help]]
Procedures displays the details of procedures performed on the selected patient.

Use this section to help you to:

*[[Record Viewer/Procedures#Procedures|View Procedures]]


== View Procedures ==

#[[File:RecordViewer ProceduresPage.png|alt=|thumb|800x800px|Example Procedures screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Procedures''' .
#:Procedures displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Procedures'''
#:*'''Effective date'''
# Click to expand specific conditions and display the following details:
#:*Source of data
#:*Practitioner

{{Filter}}
'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer ProceduresPage.png

2025-12-04T21:58:50Z

Louis B:

View Procedures via Record Viewer

Record Viewer/Procedure requests

2025-12-04T21:58:00Z

Louis B: /* View Procedure requests */

[[Category:Help]]
Procedure requests displays records of requests for a procedure to be performed.

Use this section to help you to:

*[[Integrated Patient Care Record Viewer/Procedure requests#Procedure requests|View Procedure requests]]


== View Procedure requests ==

#[[File:RecordViewer ProcedureRequests Page.png|alt=|thumb|800x800px|Example Procedure requests screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Procedure requests''' .
#:Procedure requests displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Procedure requests'''
#:*'''Status'''
#:*'''Effective date'''
# Click to expand specific conditions and display the following details:
#:*Source of data
#:*Practitioner

{{Filter}}
'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer ProcedureRequests Page.png

2025-12-04T21:57:55Z

Louis B:

Listed Procedure Requests in Record Viewer

Record Viewer

2025-12-04T21:56:40Z

Louis B: /* Update image to new Record Viewer */

[[File:Screenshot 2021-04-30 at 12.30.34.png|alt=|thumb|777x777px|Example Record Viewer screen showing the default Care Record Summary view]]
{{Help}}

The Discovery Data Service (DDS) receives data from source organisations (publishers), transforms the data into a common model, stores the data, and then distributes the data to organisations (subscribers), subject to data sharing agreements, consent and satisfactory security arrangements.

Record Viewer shows a combined view of an individual's patient records, using data from different source organisations.

* [[Accessing Record Viewer]]

Use Record Viewer to view:

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

Record Viewer

2025-12-04T21:56:22Z

Louis B: /* Update image to new Record Viewer */

[[File:RecordViewer Reports Page.png|alt=|thumb|777x777px|Example Record Viewer screen showing the default Care Record Summary view]]
{{Help}}

The Discovery Data Service (DDS) receives data from source organisations (publishers), transforms the data into a common model, stores the data, and then distributes the data to organisations (subscribers), subject to data sharing agreements, consent and satisfactory security arrangements.

Record Viewer shows a combined view of an individual's patient records, using data from different source organisations.

* [[Accessing Record Viewer]]

Use Record Viewer to view:

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic reports|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

Record Viewer/Diagnostic reports

2025-12-04T21:55:09Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Diagnostic reports displays the findings and interpretation of diagnostic tests performed on the selected patient.

Use this section to help you to:

*[[Record Viewer/Diagnostic reports#diagnostic reports|View Diagnostic reports]]
*[[Record Viewer/Diagnostic reports#trend charts|View trend charts]]


== View Diagnostic reports ==

#[[File:RecordViewer Reports Page.png|alt=|thumb|700x700px|Example Diagnostics reports screen]][[Accessing Record Viewer|Access Record Viewer]].
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Diagnostic reports''' .
#:Diagnostic reports displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Battery'''
#:*'''Diagnostic report'''
#:*'''Result'''
#:*'''Effective date'''
# Click to expand specific diagnostic reports and display the following details:
#:*Source of data
#:*Practitioner
{{Filter}}

 
== View trend charts ==
#[[File:Trend chart.jpg|thumb|700x700px|Example Trend chart|alt=]][[Access Record Viewer]].
#[[Record Viewer/Diagnostic reports#diagnostic reports|View Diagnostic reports]].
#Select the required diagnostic item check box(es), and then click to display a trend chart.
#If required, in the '''Date from''' and '''Date to''' fields, type the dates that you want the chart to cover, or click to use the calendar functions.
#If required, in the '''Select series''' field, select the items that you want to display on the chart.
#If required, select one or more of the following options to format the trend chart:
#:*Show gridlines
#:*Show area chart
#:*Gradient fill
#:*Logarithmic
#:{{Tip| Hover over the chart to show details of individual items: date, diagnostic test, and value.}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Reports Page.png

2025-12-04T21:54:40Z

Louis B:

View reports via Record Viewer

Record Viewer/Encounters

2025-12-04T21:53:47Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Encounters displays interactions between the patient and healthcare provider(s) for the purpose of providing healthcare service(s) or assessing the health status of the selected patient.

Use this section to help you to:

*[[Record Viewer/Encounters#encounters|View Encounters]]


== View Encounters ==

#[[Accessing Record Viewer|Access Record Viewer]].[[File:RecordViewer Encounters Page.png|thumb|800x800px|Example Encounters screen]]
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Encounters''' .
#:Encounters displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed">{{Demographic}}</div>
#:*'''Encounter type'''
#:*'''Location'''
#:*'''Practitioner'''
#:*'''Date of encounter'''
#Click to expand specific encounters and display the following details:
#:*Source of data
#:*Code
#:*Additional findings

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Encounters Page.png

2025-12-04T21:51:17Z

Louis B:

Encounters listed via Record Viewer

Record Viewer/Appointments

2025-12-04T21:50:33Z

Louis B: /* Fixed typo */

Appointments displays bookings of healthcare events among patients, practitioners, and/or related persons.

Use this section to help you to:

*[[Record Viewer/Appointments#appointments|View Appointments]]


== View Appointments ==

#[[Accessing Record Viewer|Access Record Viewer]].[[File:RecordViewer Appointments Page.png|thumb|800x800px|Example Appointments screen]]
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Appointments''' .
#:Appointments displays the following details for the '''selected patien''''''t''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Schedule type'''
#:*'''Location'''
#:*'''Date of appointment'''
#:*'''Appointment duration'''
#:*'''Delay time'''
#:*'''Appointment status'''
#:**Arrived
#:**Attended
#:**Booked
#:**Cancelled
#:**Did not attend
# Click to expand specific conditions and display the following details:
#:*Source of data

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

Record Viewer/Appointments

2025-12-04T21:49:43Z

Louis B: /* Update image to new Record Viewer */

Appointments displays bookings of healthcare events among patients, practitioners, and/or related persons.

Use this section to help you to:

*[[Record Viewer/Appointments#appointments|View Appointments]]


== View Appointments ==

#[[Accessing Record Viewer|Access Record Viewer]].[[File:RecordViewer Appointments Page.png|thumb|800x800px|Example Appointments screen]]
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Appointments''' .
#:Conditions displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Schedule type'''
#:*'''Location'''
#:*'''Date of appointment'''
#:*'''Appointment duration'''
#:*'''Delay time'''
#:*'''Appointment status'''
#:**Arrived
#:**Attended
#:**Booked
#:**Cancelled
#:**Did not attend
# Click to expand specific conditions and display the following details:
#:*Source of data

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Appointments Page.png

2025-12-04T21:49:36Z

Louis B:

Appointments listed via Record Viewer

Record Viewer/Warnings & flags

2025-12-04T21:48:44Z

Louis B: /* View Warnings & flags */

[[Category:Help]]
Warnings & flags displays prospective warnings of potential issues when providing care to the selected patient.

Use this section to help you to:

*[[Record Viewer/Warnings & flags#warnings|View Warnings & flags]]


== View Warnings & flags ==

#[[Accessing Record Viewer|Access Record Viewer]].[[File:RecordViewer Warnings Page.png|alt=|thumb|800x800px|Example Warnings & flags screen]]
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Warnings & flags''' .
#:Warnings & flags displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Warnings & flags'''
#:*'''Status'''
#:*'''Effective date'''
# Click to expand specific warnings and display the following details:
#:*Status
#:*Source of data
#:*Onset date

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Warnings Page.png

2025-12-04T21:48:39Z

Louis B:

Warnings listed via Record Viewer

Record Viewer/Allergies

2025-12-04T21:47:34Z

Louis B: /* Update image to new Record Viewer */

[[Category:Help]]
Allergies & intolerances displays the clinical assessment of the selected patient's allergies or intolerances.

Use this section to help you to:

*[[Record Viewer/Allergies#allergies|View Allergies & intolerances]]


== View Allergies & intolerances==

#[[Accessing Record Viewer|Access Record Viewer]].
#[[File:RecordViewer Allergies Page.png|alt=|thumb|800x800px|Example Allergies & intolerances screen]]If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Allergies''' .
#:Allergies displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Allergies & intolerances'''
#:*'''Effective date'''
# Click to expand specific allergies and display the following details:
#:*Source of data
#:*Onset date
#:*Practitioner

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Allergies Page.png

2025-12-04T21:47:28Z

Louis B:

Patient allergies listed on the Record Viewer

Record Viewer/Medication

2025-12-04T21:46:25Z

Louis B: /* Update image to new Record Viewer */

Medication displays a record of acute and repeat medication that has been prescribed for the selected patient, including past medication.

Use this section to help you to:

*[[Record Viewer/Medication#medication|View Medication]]


== View Medication ==

#[[Accessing Record Viewer|Access Record Viewer]].[[File:RecordViewer Medications Page.png|alt=|thumb|800x800px|Example Medication screen]]
#If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Medication''' .
#:Medication displays the following details for the '''selected patient''':
#:<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-demographic">{{Demographic}}</div>
#:*'''Current medication'''
#:*'''Dose'''
#:*'''Status'''
#:*'''Date prescribed'''
#Click to expand specific medications and display the following details:
#:*Type
#:*Last issued
#:*Source of data
#:*Dosage
#:*Quantity
#:*Start date
#:*Status
#:*Practitioner

{{Filter}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Care record summary|Care record summary]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Registries|Registries]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:RecordViewer Medications Page.png

2025-12-04T21:46:06Z

Louis B:

List of patient medications viewed via Record Viewer

File:Screenshot 2021-04-30 at 12.36.56.png

2025-12-04T21:44:17Z

Louis B: Louis B uploaded a new version of File:Screenshot 2021-04-30 at 12.36.56.png

record viewer image

Record Viewer/Care record summary

2025-12-04T21:36:29Z

Louis B: /* Updated Care record summary image */

[[Category:Help]]
Care record summary displays a summary of the selected patient's key care record events.

Use this section to help you to:

*[[Record Viewer/Care record summary#care record summary|View Care record summary]]


== View Care record summary ==

#[[Accessing Record Viewer|Access Record Viewer]].
#[[File:Screenshot 2021-04-30 at 12.30.34.png|alt=|thumb|800x800px|Example Care Record Summary screen]]If required, in the [[Record Viewer/Patient demographics/RV navigation side menu|Record Viewer navigation side menu]], click '''Care record summary''' .
#:{{Info| Care record summary is the default view.}}The Care record summary displays the following key care events for the selected patient:
#:*'''Active conditions/problems'''
#:*'''Allergies & intolerances'''
#:*'''Health status'''
#:*'''Current medication'''
#:*'''Recent encounters'''
#:*'''Warnings & flags'''
# Click to expand specific care record events and display the following details:
#:*'''Active conditions/problems''':
#:**Status
#:**Onset date
#:**Source of data
#:**Practitioner
#:***
#:*'''Allergies & intolerances''':
#:** Effective date
#:** Source of data
#:** Practitioner
#:*'''Health status''':
#:**Source of data
#:**Practitioner
#:*'''Current medication''':
#:**Type
#:**Dosage
#:**Status
#:**Last issued
#:**Quantity
#:**Practitioner
#:**Source of data
#:**Start date
#:*'''Recent encounters''':
#:**Source of data
#:**Practitioner
#:*'''Warnings & flags''':
#:**Status
#:**Source of data
#:**Onset date

{{Demographic}}

'''See also:'''

*[[Record Viewer/Patient demographics|Patient demographics]]
*[[Record Viewer/Conditions|Conditions]]
*[[Record Viewer/Medication|Medication]]
*[[Record Viewer/Allergies|Allergies]]
*[[Record Viewer/Warnings & flags|Warnings & flags]]
*[[Record Viewer/Appointments|Appointments]]
*[[Record Viewer/Encounters|Encounters]]
*[[Record Viewer/Observations|Observations]]
*[[Record Viewer/Diagnostic orders|Diagnostic orders]]
*[[Record Viewer/Diagnostic reports|Diagnostic reports]]
*[[Record Viewer/Procedure requests|Procedure requests]]
*[[Record Viewer/Procedures|Procedures]]
*[[Record Viewer/Referral requests|Referral requests]]
*[[Record Viewer/Family history|Family history]]
*[[Record Viewer/Immunisations|Immunisations]]

File:Patient demographics.jpg

2025-12-04T21:34:01Z

Louis B: Louis B uploaded a new version of File:Patient demographics.jpg

Patient demographics

File:Screenshot 2021-04-30 at 12.30.34.png

2025-12-04T21:32:19Z

Louis B: Louis B uploaded a new version of File:Screenshot 2021-04-30 at 12.30.34.png

record viewer