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Clinical care · VERSION 3dfb7c9f

Doctor: create and verify a patient-only Notes discussion

Open Notes from Patient Details, practise cancelling an empty title, then create one fictional discussion and send one message. Check its author, time and saved content after a normal reload. This is a patient-level discussion, separate from encounter Notes.

Doctor

Normal browser reload has finished; same patient-only thread, full message, Doctor author and timestamp retained, blank Send disabled.12345678
Recorded release 3dfb7c9f · 2026-10-20T09:43:30.428Z · 1728 × 921

Normal reload retained message

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Same patient: The patient header remains the assigned synthetic patient.
  2. Patient Notes: Notes remains selected after normal browser reload.
  3. Saved discussion retained: The same discussion remains selected.
  4. Saved message retained: The complete fictional message remains visible after reload.
  5. Author retained: The saved message still shows the Doctor display name.
  6. Time retained: The same actual displayed creation time remains.
  7. Counts retained: One unique author and one message remain.
  8. Blank composer: Reload has not created another message or left an unsent draft.

12 of 12 content blocks have reviewed image alignment.

Before you begin

  • Use an authorised Doctor account with access to the assigned synthetic patient. The observed account is MANSOQ E2E Doctor (qa-doctor). Patient access and write permission must already be available; this guide does not grant access.
    Own newly created Chrome tab; existing qa-doctor session shown in account menu before patient access.1
    Recorded release 3dfb7c9f · 2026-10-20T09:33:49.052Z · 1728 × 921

    Ordinary doctor identity

    Capture details

    Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

    Image SHA-256 0b9798b7f4764387c0af6cff9084120afe4c41458856503b43658ae280465484

    1. Doctor account: The observed account is MANSOQ E2E Doctor, username qa-doctor.
  • Open the assigned synthetic patient profile. This example uses SYNTHETIC KB Registration DOB 3dfb 3301 (Patient A74). Use only explicitly fictional software-training text; it is not a clinical finding, treatment instruction or handover acknowledgement.
    Actual approved synthetic Patient A74 profile is readable under existing qa-doctor; Edit and Notes are visible. No profile edit or appointment action.12
    Recorded release 3dfb7c9f · 2026-10-20T09:34:19.017Z · 1728 × 921

    Patient a74 profile and notes entry

    Capture details

    Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

    Image SHA-256 0bd7aecbdb40e5f0d02d0fbb07f0a7562e91fc1ce200331fef02feabd8169af2

    1. Assigned synthetic patient: Confirm the patient name before opening Notes.
    2. Open patient Notes: Select Notes in Patient Details, outside an encounter.

1. Open Notes from the patient profile

Confirm the patient name in Patient Details, then select Notes. In this example the patient-level discussion list is empty and offers Start New Discussion. This is the Notes tab on the patient profile; no encounter has been opened for this discussion.

Actual approved synthetic Patient A74 profile is readable under existing qa-doctor; Edit and Notes are visible. No profile edit or appointment action.12
Recorded release 3dfb7c9f · 2026-10-20T09:34:19.017Z · 1728 × 921

Patient a74 profile and notes entry

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 0bd7aecbdb40e5f0d02d0fbb07f0a7562e91fc1ce200331fef02feabd8169af2

  1. Assigned synthetic patient: Confirm the patient name before opening Notes.
  2. Open patient Notes: Select Notes in Patient Details, outside an encounter.
Patient Details Notes is selected and shows No discussions yet. This is not an encounter Notes view.123
Recorded release 3dfb7c9f · 2026-10-20T09:36:36.659Z · 1728 × 921

Patient only notes empty

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 793ea13e357ca6d08ca03cc6fff59e8ba1b4ce9acf31cfa0730dabcc456fd420

  1. Empty discussions: This patient has no saved discussions at the start of this example.
  2. Start New Discussion: Open the title dialog.
  3. New: The header also offers a New discussion button.

2. Check the empty title and cancel

Select Start New Discussion. Leave the title blank and observe that Create is disabled. Select Cancel. The dialog closes and the discussion list remains empty. No blank-title save was attempted.

Patient Details Notes is selected and shows No discussions yet. This is not an encounter Notes view.123
Recorded release 3dfb7c9f · 2026-10-20T09:36:36.659Z · 1728 × 921

Patient only notes empty

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 793ea13e357ca6d08ca03cc6fff59e8ba1b4ce9acf31cfa0730dabcc456fd420

  1. Empty discussions: This patient has no saved discussions at the start of this example.
  2. Start New Discussion: Open the title dialog.
  3. New: The header also offers a New discussion button.
Actual new discussion dialog: empty custom title, visible suggested titles, Cancel and disabled Create. No server validation request.123
Recorded release 3dfb7c9f · 2026-10-20T09:36:46.514Z · 1728 × 921

Empty title create disabled

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 f6a997a15d2d75fc495d4b6f32f17a8db8a3e30cd651cf43b2162dc62075b165

  1. Empty title: Create stays disabled while the title is blank.
  2. Create disabled: This is client-side disabling; no blank request was submitted.
  3. Cancel: Close the empty title dialog without saving.
Cancel dismissed the empty title dialog without creating a discussion.12
Recorded release 3dfb7c9f · 2026-10-20T09:41:37.995Z · 1728 × 921

Cancel returned empty notes

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 793ea13e357ca6d08ca03cc6fff59e8ba1b4ce9acf31cfa0730dabcc456fd420

  1. Still empty: Cancel returned to the same empty discussion list.
  2. New: Select New to start the actual fictional discussion.

3. Create one fictional discussion

Select New. Enter “SYNTHETIC Patient A74 - patient-only Notes” in the title field. Review the title, then select the enabled Create once and wait for the dialog to close. The saved discussion appears in the left list and opens on the right.

Cancel dismissed the empty title dialog without creating a discussion.12
Recorded release 3dfb7c9f · 2026-10-20T09:41:37.995Z · 1728 × 921

Cancel returned empty notes

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 793ea13e357ca6d08ca03cc6fff59e8ba1b4ce9acf31cfa0730dabcc456fd420

  1. Still empty: Cancel returned to the same empty discussion list.
  2. New: Select New to start the actual fictional discussion.
One exact fictional title is filled; Create is enabled, no create yet.12
Recorded release 3dfb7c9f · 2026-10-20T09:42:05.851Z · 1728 × 921

Fictional title create ready

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 2995f70cfcde9416236af260b0decea3829b8a8241aa43f3a43d1455cc833bc7

  1. Fictional title: Use an explicit synthetic title for this training example.
  2. Create once: Create saves a discussion; select it once and wait.
The one created patient-only discussion is selected; zero authors and messages, blank Send disabled.12345
Recorded release 3dfb7c9f · 2026-10-20T09:42:23.729Z · 1728 × 921

Created thread empty composer

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 5d15168c4e437b3ac7daa9425a51fa0e85fd4cc90fc643d75d9b33ad8ab06046

  1. Saved discussion title: The new discussion is open.
  2. Selected discussion: The saved discussion also appears in the left list.
  3. Empty message box: The composer is empty before writing the message.
  4. Send disabled: The empty message box cannot send.
  5. Zero counts: No author has sent a message yet, and the message count is zero.

4. Check the new discussion before composing

Match the selected discussion title. The message area is empty, the header shows zero authors and zero messages, and Send is disabled while the composer is blank. Creating the discussion has not yet sent a message.

The one created patient-only discussion is selected; zero authors and messages, blank Send disabled.12345
Recorded release 3dfb7c9f · 2026-10-20T09:42:23.729Z · 1728 × 921

Created thread empty composer

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 5d15168c4e437b3ac7daa9425a51fa0e85fd4cc90fc643d75d9b33ad8ab06046

  1. Saved discussion title: The new discussion is open.
  2. Selected discussion: The saved discussion also appears in the left list.
  3. Empty message box: The composer is empty before writing the message.
  4. Send disabled: The empty message box cannot send.
  5. Zero counts: No author has sent a message yet, and the message count is zero.

5. Write and send the fictional message

Enter this complete fictional example in the message box: “SYNTHETIC SOFTWARE TRAINING ONLY - Patient A74. Demonstration note for longitudinal documentation practice. This is not a clinical finding, treatment instruction or handover acknowledgement.” Review it, then select the enabled Send arrow once. Wait for the message to appear before taking another action.

One fictional demonstration message is filled and Send enabled; no Send yet.12
Recorded release 3dfb7c9f · 2026-10-20T09:42:48.421Z · 1728 × 921

Fictional message send ready

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 eab95bcb4dd853c16bf1be5a846b0163ade626a3e5b8e0b285a1be2c8d1637dd

  1. Fictional message: Review the complete software-training message before sending.
  2. Send once: Select the arrow once to save this message.
One saved fictional message with Doctor display name and actual local timestamp; header shows one author and one message. Composer cleared.12345
Recorded release 3dfb7c9f · 2026-10-20T09:43:03.119Z · 1728 × 921

Saved message author and counts

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Message author: The message identifies MANSOQ E2E Doctor.
  2. Displayed time: The captured local display is today at 12:42 PM.
  3. Saved message: Read the full fictional message in its saved bubble.
  4. One author and one message: These are unique message-author and message totals, not recipients or read receipts.
  5. Composer cleared: After saving, the composer is blank and Send is disabled.

6. Read the saved author, time and content

Read the saved message bubble. It shows MANSOQ E2E Doctor and the captured local creation display “today at 12:42 PM”. The header now shows one unique message author and one message. These counts do not identify recipients, delivery or acknowledgement. The message box clears after the save.

One saved fictional message with Doctor display name and actual local timestamp; header shows one author and one message. Composer cleared.12345
Recorded release 3dfb7c9f · 2026-10-20T09:43:03.119Z · 1728 × 921

Saved message author and counts

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Message author: The message identifies MANSOQ E2E Doctor.
  2. Displayed time: The captured local display is today at 12:42 PM.
  3. Saved message: Read the full fictional message in its saved bubble.
  4. One author and one message: These are unique message-author and message totals, not recipients or read receipts.
  5. Composer cleared: After saving, the composer is blank and Send is disabled.

7. Reload once and verify retention

Use your browser’s Reload once (⌘R on macOS or Ctrl+R on Windows/Linux). Wait for Patient Details and Notes to finish loading. Match the same patient, discussion title, complete fictional message, Doctor author and displayed time. The one-author and one-message counts remain, and the composer is blank. Do not send the example again.

Normal browser reload has finished; same patient-only thread, full message, Doctor author and timestamp retained, blank Send disabled.12345678
Recorded release 3dfb7c9f · 2026-10-20T09:43:30.428Z · 1728 × 921

Normal reload retained message

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Same patient: The patient header remains the assigned synthetic patient.
  2. Patient Notes: Notes remains selected after normal browser reload.
  3. Saved discussion retained: The same discussion remains selected.
  4. Saved message retained: The complete fictional message remains visible after reload.
  5. Author retained: The saved message still shows the Doctor display name.
  6. Time retained: The same actual displayed creation time remains.
  7. Counts retained: One unique author and one message remain.
  8. Blank composer: Reload has not created another message or left an unsent draft.

Keep patient Notes and encounter Notes distinct

This discussion was created through Notes in Patient Details and has no encounter association. An encounter has its own Notes entry; this example does not move or copy messages between those scopes. The existing patient details and other saved patient records were retained during this demonstration.

Actual approved synthetic Patient A74 profile is readable under existing qa-doctor; Edit and Notes are visible. No profile edit or appointment action.12
Recorded release 3dfb7c9f · 2026-10-20T09:34:19.017Z · 1728 × 921

Patient a74 profile and notes entry

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 0bd7aecbdb40e5f0d02d0fbb07f0a7562e91fc1ce200331fef02feabd8169af2

  1. Assigned synthetic patient: Confirm the patient name before opening Notes.
  2. Open patient Notes: Select Notes in Patient Details, outside an encounter.
Normal browser reload has finished; same patient-only thread, full message, Doctor author and timestamp retained, blank Send disabled.12345678
Recorded release 3dfb7c9f · 2026-10-20T09:43:30.428Z · 1728 × 921

Normal reload retained message

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Same patient: The patient header remains the assigned synthetic patient.
  2. Patient Notes: Notes remains selected after normal browser reload.
  3. Saved discussion retained: The same discussion remains selected.
  4. Saved message retained: The complete fictional message remains visible after reload.
  5. Author retained: The saved message still shows the Doctor display name.
  6. Time retained: The same actual displayed creation time remains.
  7. Counts retained: One unique author and one message remain.
  8. Blank composer: Reload has not created another message or left an unsent draft.

Recognise the limits of this example

Blank Create and Send were visibly disabled, and Cancel was exercised before the save. No permission refusal or backend error was forced because this Doctor already had the required access. If your assigned patient is unavailable or a save fails, stop and use your normal support process instead of changing roles or submitting repeatedly. This guide does not demonstrate editing, deleting, exporting or acknowledging messages.

Actual new discussion dialog: empty custom title, visible suggested titles, Cancel and disabled Create. No server validation request.123
Recorded release 3dfb7c9f · 2026-10-20T09:36:46.514Z · 1728 × 921

Empty title create disabled

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 f6a997a15d2d75fc495d4b6f32f17a8db8a3e30cd651cf43b2162dc62075b165

  1. Empty title: Create stays disabled while the title is blank.
  2. Create disabled: This is client-side disabling; no blank request was submitted.
  3. Cancel: Close the empty title dialog without saving.
The one created patient-only discussion is selected; zero authors and messages, blank Send disabled.12345
Recorded release 3dfb7c9f · 2026-10-20T09:42:23.729Z · 1728 × 921

Created thread empty composer

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 5d15168c4e437b3ac7daa9425a51fa0e85fd4cc90fc643d75d9b33ad8ab06046

  1. Saved discussion title: The new discussion is open.
  2. Selected discussion: The saved discussion also appears in the left list.
  3. Empty message box: The composer is empty before writing the message.
  4. Send disabled: The empty message box cannot send.
  5. Zero counts: No author has sent a message yet, and the message count is zero.
Normal browser reload has finished; same patient-only thread, full message, Doctor author and timestamp retained, blank Send disabled.12345678
Recorded release 3dfb7c9f · 2026-10-20T09:43:30.428Z · 1728 × 921

Normal reload retained message

Capture details

Observed installed committed 3dfb software on 20 October 2026. Patient-only Notes, with one fictional discussion and one message. Genuine natural wide viewport; no pixel edits.

Image SHA-256 4a78ecc283df5372ae257575a2c4997ada24d1cbe8a1f6efa69e33b656a26bdd

  1. Same patient: The patient header remains the assigned synthetic patient.
  2. Patient Notes: Notes remains selected after normal browser reload.
  3. Saved discussion retained: The same discussion remains selected.
  4. Saved message retained: The complete fictional message remains visible after reload.
  5. Author retained: The saved message still shows the Doctor display name.
  6. Time retained: The same actual displayed creation time remains.
  7. Counts retained: One unique author and one message remain.
  8. Blank composer: Reload has not created another message or left an unsent draft.

Source evidence

Every citation uses this exact committed version. The private source repository requires access.