View Clinical Summary History

1. Navigate to the patient's profile by clicking on their name from any patient list (My Patients, a Team patient list, or My Organization patients tab)
2. Click the Notes tab at the top of the patient profile
3. The clinical summary history table loads, displaying all notes in reverse chronological order (most recent first)

The table displays the following information for each clinical summary:

• Date Created – The date and time when the summary was created
• Applicable Date – The date the clinical information relates to (may differ from creation date)
• Created by – The name of the user who created the summary
• Attachments – A badge showing the number of attachments, if any
• Title – The summary title
• Content – A preview of the summary content, or a Show more.. link for detailed summaries

1. For JSON-format clinical summaries (typically structured assessments), click the Show more.. link in the Content column
2. A dialog box opens displaying the full summary with two sections:
   • Form Data – A table showing all form fields with their descriptions and values (Yes/No for checkboxes, formatted dates/times for temporal fields)
   • Associated Actions – A list of any actions created as part of this summary, showing the action name and due date
3. Click the close button (×) or click outside the dialog to return to the Notes tab

1. For summaries marked as "action_closed" format (created when an action is completed), click the Show more.. link
2. You will be taken directly to the action's detail page where you can see the full context

1. If a summary has attachments (indicated by a numbered badge in the Attachments column), click the action menu (⋮) on that row
2. Select View Attachments from the menu
3. The attachments carousel opens, allowing you to view all attached images or documents

1. Only the most recent clinical summary can be edited, and only if you created it less than 1 hour ago
2. If eligible, click the action menu (⋮) on the latest summary row
3. Select Edit note from the menu
4. The amendment dialog opens where you can update the summary details

Note: Summaries created from completed actions (action_closed format) cannot be edited.