How to Edit Patient Team Information

Patient team information allows you to record and update handover category details for patients in your teams. These categories (such as "Discharge Summary" or "Medical History") help ensure important information is captured and shared during care transitions.

• You must be a member of the team whose handover category you want to edit
• The patient must be assigned to at least one team
• Team administrators configure which handover categories are available for each team

1. From the sidebar, click My Patients or navigate to the patient from any patient list in your teams

2. Click on the patient you want to update to open their Patient Profile

3. Ensure the Profile tab is selected (this is the default view when opening a patient)

4. Scroll down to find the Handover Information sections. Each team the patient belongs to will have its own section labelled "[Team Name] Handover Information" (for example, "Emergency Department Handover Information")

5. Within each team's handover section, you'll see category items displayed in a carousel or list format. Click on the specific category you want to edit (such as "Discharge Summary" or "Medical History")

6. If you are a member of that team, the Edit [Category Name] dialog opens. If you are not a member, you'll see a message: "You must be a member of the same team to edit this information"

7. In the dialog, you'll see a text area containing any existing information for that category. Edit the text as needed

8. (Optional) To add a timestamp, click the Insert Current Date and Time button (clock icon) in the dialog header. This inserts the current date and time at your cursor position in the format: 8-Mar-2026 - 14:30

9. When you're finished editing, click Submit. The dialog closes automatically and your changes are saved

10. The updated information now appears in the category item on the patient's profile

• The Submit button is disabled if the text area is empty -- you cannot save a blank category
• Timestamps inserted using the date/time button use your browser's current time, not the server time
• You can edit your text before or after inserting a timestamp -- the timestamp doesn't lock at a specific position
• Some teams may use structured forms instead of free text for certain categories. If you see form fields instead of a text area, fill them out as required
• Changes are saved immediately upon submission with no additional confirmation message
• If you need to edit information for multiple teams, you must edit each team's categories separately in their respective handover sections