How to Amend a Consultation

Last updated: 5 July 2026

Once a consultation is finalised, it becomes an immutable clinical record. To make changes, you must use the amendment process, which records what was changed and why.

Starting an Amendment

Open the finalised consultation from the consultation history and click Amend. The consultation reopens in amendment mode.

Amendment Reason

Before you can make changes, a dialog asks for the reason for amendment. This is a medico-legal requirement. Enter a clear explanation of why the consultation needs to be changed.

What You Can Change

In amendment mode, you can update:

  • The responsible clinician
  • Clinical content - problems, notes, observations, medications, referrals, and all other clinical data

The consultation metadata (original date and time) is preserved.

Amendment Workflow

The wizard steps change in amendment mode:

  1. Edit - make your changes to the clinical record
  2. Review - preview the amended consultation
  3. Complete - finalise the amendment

Amendment History

Every amendment is recorded in the consultation's audit trail. The amendment history shows:

  • The original version of the consultation
  • Each amendment with:
    • Timestamp of when the amendment was made
    • Who made the amendment
    • The reason provided
    • What was changed

This creates a complete, traceable history of all modifications.

Tip: Always provide a specific, clinical reason for the amendment. Vague reasons like "correction" are less useful for audit purposes than "Added observation values recorded during examination but omitted from initial documentation".

Adding Structured Observations During an Amendment

While amending a consultation you can record structured observations — such as blood pressure, temperature, pulse, height, and weight — using the Add Observation tool in the editor, just as you would in a new consultation. Open the tool, enter the measurement values, and save.

The observations are linked to the consultation and appear on the Review step in the Consultation Preview, so you can confirm them before completing the amendment. This is the recommended way to add measurements that were taken during the appointment but omitted from the original documentation, rather than typing them into the free-text notes.