Save and Close patient file

To Save And Close a patient file, click on the Save button on in the top left corner of the screen.

You will then be presented with the Conclude screen. Here you have the option to print any documents generated during the consultation as well as the opportunity to edit the notes before they are saved.
To save and close the file, simply click on the Save And Close button in the top left of the Conclude screen.
Note: If you click on the ' Do Not Save' button, this will close the file and discard your notes along with other information added during the consultation.

Save For Later

The Save For Later feature allows you to save your current consultation Notes as a Draft, in order to continue at a later time.


After a patient file has been saved for later, the file will be listed under the Unconcluded category on the Home screen.

Please Note:
Certain document types will automatically be saved and finalised when using the Save For Later feature.
(Thereafter they cannot be edited.) These include:

  • Sick Notes
  • Referral and report letters
  • Pathology Requests
  • Radiology Requests
  • Certain Template Documents