Consult Notes are structured clinical records written during or after a patient encounter — they form the core of your patient's clinical history in Qliva.
Creating a note
You can create a note in two ways:
- From an appointment — open the appointment in the calendar and click New Note. The note is automatically linked to that appointment.
- Ad hoc — open the patient record, go to the Notes tab, and click + New Note. This creates a note not tied to any specific appointment.
Ad hoc notes are not linked to a specific appointment but are still part of the patient's clinical record. They appear in the Notes tab alongside appointment-linked notes.
Note templates
When creating a note, choose a template to pre-structure your content. Qliva includes:
- SOAP — Subjective, Objective, Assessment, Plan
- Custom templates — your clinic admin can create and manage templates for specific consultation types
You can also start with a blank note if no template fits.
Editing sections
Each template defines a set of sections (e.g. the four SOAP sections). You can:
- Edit any section's content freely while the note is in draft
- Add additional free-text sections if needed
Draft state
Notes auto-save as drafts continuously while you're writing. Only you can see your own draft notes — they are not visible to other practitioners or admin until signed.
If you're interrupted mid-consultation, close the note safely — it will be waiting as a draft when you return.
Signing a note
When the note is complete, click Sign Note. Signing:
- Locks the note permanently
- Records your name, credentials, and the signing date/time
- Makes the note visible to other authorised clinical staff
Once a note is signed, it cannot be edited or deleted, and there is no addendum feature — signed notes are permanently locked with no path to append or correct them in Qliva. This is a clinical record integrity requirement, so review carefully before signing.
Note history
Every note displays:
- Author — who created the note
- Creation date — when the draft was first created
- Signing date — when the note was signed (if signed)
AI Scribe integration
The AI Scribe can generate a draft note from a transcribed consultation. After the scribe finishes, the draft is placed in the note editor for you to review and edit before signing. You remain responsible for the note's clinical accuracy.
See AI Scribe for setup and usage details.
Treatment plan generation
From either a draft or a signed note, any practitioner with prescribing capability (GP, Specialist, or Nurse Practitioner) can generate a structured GP Treatment Plan document — it's not gated to signed notes, and it's not GP-exclusive. Generation uses Claude Sonnet 4.6, in line with Qliva's model policy of using Sonnet for clinical-reasoning tasks.
The generated plan is delivered to its own dedicated Treatment Plans section in the patient portal (/portal/treatment-plans/[id], backed by a dedicated table) — not the Consents tab. The underlying note is not modified.
Each clinic can configure the look of generated treatment plan documents via the Treatment Plan Theme System — cover style, fonts, colours, logo placement, and footer are all set per clinic and applied automatically to every plan that clinic generates.