Show Completed Actions Toggle

The Show completed actions toggle allows you to view both open and closed actions for a patient, or filter the list to show only open actions. This helps you focus on outstanding tasks whilst still being able to review completed work when needed.

Permissions required:

• You must have access to view the patient's profile
• Available to all organisational users (Administrators, Team Owners, and Clinical Users) who are members of a team the patient belongs to

If you cannot access a patient, you'll be redirected to a "Patient Access Denied" page.

1. From the sidebar, select My Patients to see your patient list
2. Click on the patient name to open their profile
3. Click the Actions tab at the top of the patient profile (this may show a badge with the number of overdue actions)
4. At the top of the actions table, you'll see a checkbox labelled Show completed actions
5. To view completed actions, tick the checkbox:
   • The table refreshes to include closed actions
   • A new "Closed" column appears showing when each action was completed and who closed it (e.g., "15/03/2026 14:30 (closed by Dr. Smith)")
6. To hide completed actions, untick the checkbox:
   • The table refreshes to show only open/pending actions
   • The "Closed" column disappears
   • This is the default view

The toggle updates immediately when you click it. Your preference is remembered whilst you browse the application during your current session.

• Default state: The toggle is unchecked by default, showing only open actions. This helps you focus on outstanding tasks.
• Session persistence: Your toggle preference is saved in your browser session. If you enable it for one patient, it remains enabled when you view other patients' actions, until you log out.
• Review completed work: Use this toggle when you need to check what actions have been completed, who completed them, and when.
• Quick filtering: The toggle provides instant filtering without needing to refresh the page or use complex search options.
• Multi-user view: The "Closed" column shows who completed each action, making it easy to track team member activity.