Saving Clinical Responses to the Record

Last updated: 16 April 2026

Saving Clinical Responses to the Record

Clinical questionnaires generate proposed record entries from patient responses. A clinician reviews these proposals and selects which ones to save to the patient's clinical record.

What Are Proposed Record Entries?

When a patient completes a clinical questionnaire, the system maps their answers to SNOMED-coded clinical data. These are grouped by destination:

  • Observations - vital signs and measurements (e.g. PHQ-9 score, BMI)
  • Care History - social and medical history entries
  • Clinical Findings - symptoms and clinical observations
  • Flags - clinical alerts and warnings
  • Emergency Contact - patient contact details
  • Interpreter Needs - language and accessibility preferences
  • GP Registration - registered GP surgery

Proposed entries are not saved automatically - they require clinician review.

How to Review and Save

  1. Open the questionnaire response from the patient's Questionnaires tab or the global responses list
  2. Click the Review button on the clinical response summary
  3. The review panel opens, showing:
    • The patient's answers (question and answer view)
    • Proposed record entries grouped by destination
    • For admin fields (emergency contact, GP), a diff showing the previous value crossed out
  4. Select entries to save using the checkboxes (or use Select All)
  5. Click Save to Record (N) where N is the number of selected entries

Red Flag Alerts

If any questionnaire answers trigger a red flag (e.g. high-risk screening scores), a red banner appears at the top of the review panel. Review these carefully before proceeding.

Tracking Save Status

In the patient's Questionnaires tab, the Saved to Record column shows:

  • Saved (green) - entries have been saved, with a count of how many
  • Pending (amber) - this is a clinical questionnaire that has not yet been reviewed
  • N/A - this is an administrative questionnaire with no clinical data

Important: Only save entries you have clinically reviewed. The system proposes entries based on the patient's answers, but clinical judgement should always guide what is recorded.