Using Consultation Actions

Using Consultation Actions

The Action section in the consultation editor lets you create and link structured clinical data directly to the consultation and the active problem.

Action Buttons

The following actions are available below the Record section:

Action	What It Does
Medication	Link an existing medication or add a new one to the patient's record
Immunisation	Record a vaccination administered during this consultation
Referral	Create a referral to another service or specialist
Investigation	Order lab tests or investigations
Prescribe	Create and issue a prescription
Invoice	Generate an invoice for this consultation

How Actions Work

When you click an action button:

1. A popover or modal opens for the specific action (e.g. the medication search for Medication, the referral form for Referral)
2. Complete the form and save
3. The item is linked to the consultation and appears in the relevant Record section

Linking to Problems

If you have problem tabs active, actions are linked to the currently selected problem. This means:

• A medication prescribed while viewing the "Hypertension" tab is linked to that problem
• A referral created while viewing "Knee pain" is associated with that problem

This creates a clear record of which actions relate to which clinical problems.

Managing Linked Items

Linked items appear within the relevant Record sections (e.g. linked observations appear in the Examination section). Each linked item shows a remove icon (trash) on hover, allowing you to unlink it from the consultation without deleting the underlying record.

Difference Between Record and Action

• Record sections are for documenting what you found (clinical notes, examination findings, history)
• Action sections are for recording what you did (prescribed, referred, ordered, administered)

Tip: Use the Investigation action to order lab tests during the consultation. The order is linked to the consultation record, making it easy to trace which consultation prompted which test.