Client notes

Notes are the clinical record of a visit. Each appointment can have one or more notes attached. You write them in the note editor — rich text with headings, lists, tables, attachments, and tagged mentions.

Start a note

From a client's profile → Notes → New note, or from an active consultation, click Start note.

The editor

The editor is based on TipTap. Key features:

• Formatting toolbar — headings, bold/italic, lists, quotes, tables, code blocks.
• Images — drag-and-drop, paste, or click Insert image. Stored securely, not accessible outside MediSync.
• Attachments — PDF, DOCX, lab reports. Click Attach file.
• @mentions — type @ to mention a colleague; they get notified of the note.
• Templates — click Insert template to drop in a pre-written structure (SOAP, discharge summary, custom).
• Auto-save — the note saves every few seconds as you type. A Saved just now indicator is shown at the bottom-right.

Templates

Templates live at the clinic level. Admins can add new ones under Organization → Note templates. Practitioners can create personal templates from their profile settings.

Every template card has a View (eye) action that opens a read-only preview of the template body — exactly what gets inserted when you type its /slash command. This works for the clinic's built-in System templates too, which you cannot edit but can now read before using. From the preview of one of your own templates, Edit takes you straight to the edit form.

Who sees what

• Practitioners — see every note on clients under their care.
• Admins — see every note in the clinic.
• Receptionists / accountants — see note metadata (who, when, type) but not the content.
• Clients — see notes if the admin has enabled Visible to client on the note type.

Each note has a Visibility control at the top if you need to override per-note (e.g. draft a private note).

Amending a finalised note

Once you click Complete note, it becomes part of the medical record and is amendable but not deletable. Click Amend to add a follow-up paragraph; both the original text and the amendment are preserved.

Keyboard shortcuts