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Version: 3.1

Clinical Notes

A clinical note in Care is the care team's written commentary about a patient — the place where staff record narrative, hand-offs, and discussion in their own words rather than in structured fields. Notes are organized into threads, so a single topic stays together as a conversation instead of scattering across the record.

What it represents

In Care's FHIR-aligned model, clinical notes map to the Communication resource — running written exchanges about a patient. A note thread holds:

  • A subject — every thread is anchored to one patient, and optionally narrowed to a single encounter
  • A title — a short label for what the thread is about
  • Messages — the entries posted into the thread over time by the care team
  • A preserved history — authorship, timestamps, and prior versions of every edited message

A note is not a substitute for structured clinical data. Diagnoses belong in conditions, allergies in allergy records, and measurements in observations. Notes are the human layer that ties that data together — the reasoning, context, and discussion that coded fields can't hold.

Threads and messages

Notes live in a two-level structure: threads that hold messages.

  • A thread is one conversation, anchored to a patient and optionally to one of that patient's encounters.
  • A message is a single entry inside a thread. Many people can add messages to the same thread over time.

That anchoring gives a thread its scope:

ScopeWhat it meansTypical use
Patient-levelAttached to the patient, not to any one visitLongitudinal commentary across encounters — care coordination, ongoing concerns
Encounter-levelAttached to a specific encounterDiscussion tied to one admission or visit — shift hand-offs, ward notes

Because threads hang off the patient record, they follow the patient over time. Deleting a patient removes their threads; deleting a thread removes its messages.

Edit history

A note is meant to be an auditable record, not just a scratchpad. When someone edits a message, the new text becomes the visible body — but the previous version is never thrown away:

Posted → Edited → Edited again

Each edit appends the prior text, its author, and the time of the change to the message's history, oldest first. The platform maintains this trail server-side; clients cannot rewrite or erase what was already said. So a thread reliably shows not only what the team currently thinks, but what was written and when.

Permissions

Notes have no permission file of their own. Access follows the patient and encounter permissions, since every thread is anchored to a patient and may be scoped to an encounter.

PermissionDescriptionSystem Roles
can_write_patientCreate or update a patient-scoped thread or message (used when the note is not tied to an encounter)Staff, Doctor, Nurse, Administrator, Admin, Facility Admin
can_write_encounter_clinical_dataCreate or update an encounter-scoped thread or message (the encounter must not be closed)Admin, Doctor, Nurse, Facility Admin
can_view_clinical_dataRead a patient's clinical record, including their note threads and messagesStaff, Doctor, Nurse, Admin, Facility Admin
can_read_encounter_clinical_dataRead encounter-scoped threads and messages when patient-level clinical access is not grantedAdmin, Doctor, Nurse, Facility Admin

Roles are granted through a person's organization, facility, or patient membership, then cascade down the organization tree — access granted at a parent organization flows to the facilities and patients beneath it.