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Clinical care

Start a discussion

Watch the demo — starting a discussion from the encounter Notes tab. This flow describes how to start a new discussion in Clinical Notes. A discussion groups related messages under one title. You can start a discussion in two contexts. A…

3.1 · versioned documentation · 4 min read

Overview

Watch the demo — starting a discussion from the encounter Notes tab.

This flow describes how to start a new discussion in Clinical Notes. A discussion groups related messages under one title.

You can start a discussion in two contexts. A discussion that you start in an encounter belongs to that encounter. A discussion that you start on the patient profile belongs to the patient and to no encounter.

Pre-requisites

Permissions

Permission Access
Update Encounter related clinical data Lets you start a discussion inside an encounter. Doctor, Nurse, Admin, and Facility Admin hold this permission.
Can Update a Patient's data Lets you start a discussion on the patient profile. Staff, Doctor, Nurse, Administrator, Admin, and Facility Admin hold this permission.

Steps

1. Go to the Notes tab

Choose the context for the new discussion.

Note: The two lists never overlap. A discussion that you start in an encounter does not show on the patient profile. A discussion that you start on the patient profile does not show in the encounter.

2. Open the Start New Discussion dialog

Select New above the discussion list. On a small screen, select New Thread at the bottom of the screen.

If the list holds no discussion yet, you can also select Start New Discussion in the middle of the screen.

MANSOQ opens the Start New Discussion dialog. Select the information icon next to the title to read this note: "Create a new discussion thread to organize your conversation topics."

3. Enter the discussion title

The dialog shows "Choose a template or enter a custom title".

Select one of the suggested titles, or type your own title in the box with the placeholder "Enter discussion title...".

The dialog suggests these titles:

MANSOQ removes a suggested title from the list when a discussion in this list already uses that title. After all suggestions are used, the dialog shows "Please enter a custom title for thread".

Note: A title holds a maximum of 255 characters.

Note: Two discussions in the same list cannot share a title. If the title is already in use, MANSOQ shows "Thread with this title already exists". MANSOQ does not create the discussion.

4. Create the discussion

Select Create. The Create button stays unavailable while the title box is empty.

To stop without a new discussion, select Cancel.

If MANSOQ cannot create the discussion, MANSOQ shows "Failed to create thread".

Expected Outcome

Note: MANSOQ shows no way to delete a discussion after you create it.

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.