The visit record

A visit is one patient, one procedure, one date, and — when you started from an appointment — that appointment. Med calls it a consultation or an intervention depending on where you are in the interface; it is the same thing. The visit is the working record: it holds the conversation, the check against the legally required subjects, and every document produced.

You reach a visit from the patient’s Visit history, from its appointment, or straight from the consent session you just ran.

The visit page

The page is arranged around one question — what should happen next — and Med answers it explicitly. At the top sits a card with the current step and the action for it, plus a seven-step progress bar:

Patient data → Recording → Conversation check → Generate document → Review fields → Sign → Signed PDF

The card tells you where you are in plain words: “Transcribing the conversation (~1 min)…”, “Some fields still need the doctor’s input”, “Print and sign the consent documents”, “Download the signed PDF”. When a visit owes several documents it lists them with ticks, so you can see what has been reviewed and what is still to sign.

Below it you get:

• Conversation check — coverage of each of the four legal subjects, the “N of 4 topics covered” summary, Coverage details for the passages behind each verdict, and any signals (a detected refusal, abusive language toward staff, uncertain speaker attribution). It refreshes itself while transcription and checking are running. Re-check the conversation runs it again.
• Transcript — the written record of the consultation. Med’s own caption says what it is for: “Written record of the consultation — review it before generating the document.” Follow-up recordings appear as their own numbered sections.
• Relevant history — prior visits for this patient with their procedure, diagnosis and whether they were refused, drawn “from the patient’s attested paperwork at earlier visits” with the caution to “always confirm it is still current”. If this patient refused this same procedure before, Med says so and asks you to review that refusal before proceeding.
• Consent documents — everything the visit produced, with its status, version and dates, and the actions for it.

A visit created without a recording shows “Completed without a recording” and your typed intake notes in place of a transcript, with the note that the conversation check is not required.

Adding to the conversation

Add follow-up recording records more audio against the same visit: “Record additional consent audio for this intervention. It will be transcribed and merged into the analysis.” Use it when you went back to the patient to cover something the check flagged, or when the patient came back with questions. It does not start a second visit, and the coverage is recalculated over everything.

If transcription failed, Retry transcription re-queues it. The audio is safe either way — Med says as much: “The audio was saved but could not be processed. Try again or contact your clinic administrator.”

Finishing a consultation

Finish consultation closes the visit’s consent cycle. Med requires every consent document the visit needs to be signed first; otherwise it refuses with “All consent documents must be signed before finishing the consultation.”

On success it confirms “Consultation finished. The conversation and the signed documents remain available on this page.” and points you at the next thing: “Next step: prepare the discharge paperwork from the patient profile.”

Finishing does not delete anything. The transcript, the audio and the check stay on the page next to the signed documents — the conversation is the record of what the patient was told. Finishing also lets the patient’s page present the visit as a downloadable file, and it moves a Scheduled appointment to Completed once the required consents are signed.

Correcting a visit

• Edit changes the visit’s title, procedure and date. Changing the procedure can change which documents are required, so re-check the documents panel afterwards.
• Unsigned documents can be regenerated, corrected or deleted individually. Deleting one loses the corrections you typed into it; Med generates it again from the conversation.
• If a document the visit needs has gone missing, Med holds the visit at Generate it again rather than letting you sign an incomplete set.
• Signed documents cannot be edited or deleted. A correction after signature means a new document, at a new visit.

Deleting a visit

Delete Intervention removes the whole visit. Med states the consequence: “This permanently deletes the visit, its audio recording, and all its documents.”

That includes the audio, any follow-up audio, the transcript, the conversation check, the signed audio-recording consent and the generated documents, together with their indexed copies and stored files. There is no undo and no export step. Download whatever you must retain first.

Deleting a visit does not delete the patient or the appointment.

Who can see a visit

• Visits are scoped to the clinic you are working in; another clinic’s visit is not found.
• The treating doctor works the visit.
• A clinic administrator sees it read-only: “Clinic admin view — read-only. Only the treating doctor can edit this intervention.”

The clinic-wide view

Clinic administrators get Clinic admin → Consents, an overview of every visit in the clinic across all doctors. It lists the patient, the doctor, the procedure, the date, the state of the conversation check and the visit’s first document with its status, and lets you search by patient or procedure, filter by doctor, and filter by check status. It is read-only: use it to see whether consent paperwork is being completed, not to change it.

Related

• Running a consent session — how a visit is created and worked through.
• Clinic forms and documents — the admission, discharge and refusal paperwork around the visit.
• Patients — where visit history and the finished visit files live.