Clinical Screen Sidebar: How to Use Story Mode

Why Use This Function:

Story Mode provides a clear and intuitive view of the Patient’s Clinical History by presenting clinical events in a structured, narrative-like format. It organises related events chronologically and groups them by date, providing a cohesive overview of the Patient’s health journey. This layout enables Practitioners to trace the progression of care more easily, identify clinical patterns, and make well-informed decisions with greater efficiency and insight.


  • This user manual will start on the Clinical screen sidebar.


  • Click the Story Mode button to switch from the Clinical screen to the Patient File view.

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  • Click on the Normal Mode button to switch between Normal Mode and Story Mode.

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💡Please Note: Normal Mode gives you a more compact view of the information displayed in Story Mode.

  • The Patient File screen will open.


  • Click on the Filter Events panel.


    • The panel will expand to display various Filter options.

  • Click on the Number of Dates to Load field to edit the number of dates to show.

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  • Click on the From field to open the Date Picker to select the desired date.

     

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  • Tick the Medical History checkbox.
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  • This will hide the New Patient Medical History.


  • Tick the Script checkbox.
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  • This will hide the Script from the Patient File.


  • Click on the Filter By Case drop-down menu.
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  • Select the relevant option to filter the listed cases by their allocated ID.

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  • Tick the Show Deleted Events checkbox to show deleted events.

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  • Untick the Show Deleted Events checkbox to hide the deleted events.

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  • Tick the Show Fully Credited Invoices checkbox to display the fully credited invoices.

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  • Untick the Show Deleted Events checkbox to hide the deleted events.
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  • Tick the Show Invoices with no Events checkbox to display invoices with no events.

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  • Untick the Show Invoices with no Events checkbox to hide invoices with no events.
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  • Click the Refresh button on the Filter events panel to update the results based on the selected filters.

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💡Please Note: Only the information of the filtered results will display.

  • Click on the Normal Mode button to change the way that the Patient File screen is displayed. Normal Mode allows you to see a compacted view of the details of the Clinical Event.

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  • The Clinical History screen will be displayed in Normal Mode.


  • Click on the Story Mode button to change to view of the Patient File screen back to the expanded view.

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  • Click the Email All Visible Events button to send all Clinical Notes currently displayed in the timeline.

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  • Click the Fax All Visible Events button to send all Clinical Notes currently displayed in the timeline.
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Last modified: Friday, 8 August 2025, 3:21 PM