Care History and Episodes

Care History provides a complete chronological timeline of all clinical events. Episodes let you group related clinical activity into care pathways.

Care History

Navigate to Clinical Record > Care History to see a timeline of every clinical event recorded for the patient.

Each event is colour-coded by type:

Event Type	Description
Observation	Vital signs and measurements
Procedure	Medical procedures performed
Social History	Social factors and lifestyle
Allergy	Allergy records
Medication	Medication changes
Referral	Referrals to other services
Problem	Problem records
Clinical Finding	Other clinical findings

Click any event to view its full details in a sidebar.

To record a standalone clinical finding, click the + button in the Care History view.

Episodes

Episodes group related clinical activity into care pathways. Navigate to the Episodes tab in the patient record.

Creating an Episode

1. Click Create
2. Set the episode details:
   • Title - describe the care pathway
   • Journey Type - the type of care programme
   • Priority - High, Medium, or Low
   • Assigned to - a specific user or team
   • Due date - optional target date
3. Save the episode

Who Needs to Act Next

Each episode tracks who currently has the ball. On the episode list, a small pill in the top-right of each card shows Open, Waiting, or Done. Open an episode to see — and change — the same thing in the Move to control:

• Open - the practice needs to act next
• Waiting - waiting on the patient (this returns to Open automatically when the patient replies)
• No action - nothing is needed; the episode is informational or resolved

Use Move to to hand an episode back and forth between the practice and the patient, or use Close / Reopen to finish or restart it.

Filtering Episodes

Use the filters to narrow the episode list:

• Assignment - Unassigned, Mine, By user, or By team
• Priority - High, Medium, or Low
• Journey Type - filter by care pathway type
• Show Closed Episodes - toggle to include completed episodes

Sort by Newest, Oldest, or Priority.

Tip: Use episodes to track multi-step care pathways such as chronic disease management or post-operative recovery, where several consultations and actions need to happen over time.