A record belongs to a specific patient visit. A record in progress is saved automatically as a draft.

Record of a visit

  1. Open the visit in the calendar or on the patient card and choose + Record.
  2. The text is prefilled from the service template (Settings → Record templates).
  3. Add diagnoses, procedures, mark areas on the body diagram and attach files if needed.
  4. Sign the record. A signed record can no longer change.

Correcting a signed record

A correction is a new version: the original version is voided with a reason and stays readable in the history. Each version gets a timestamp; Verify integrity confirms the content has not changed since signing.

Episodes and referrals

  • An episode of care links the referral, the therapy plan and the series of appointments.
  • For a referral, FyzioPlan watches the deadlines (start, validity) and the number of therapies left.
  • Record attendance (present, excused, unexcused) on the appointment participation.
  • Anamnesis on the patient card (Anamnesis tab) has the standard sections FH, PMH, HPI, DH, allergies, substance use, occupational, social, sports and status praesens; each is optional, every save creates a new version and the history stays. The owner and admin can save the text as a clinic template that prefills empty sections. Answers from the online booking questionnaire are shown below and Copy into anamnesis adds them to the HPI section. Only the owner, administrator and therapist see and edit it; reception and accountant do not.