Appointments, encounters and advance directives
Where: profile → Health record → Appointments and encounters, Advance directives.
Who: view care.health.view; encounters care.health.manage; directives
care.health.directive.manage.
Appointments and encounters
An encounter is any health contact: a GP visit, a hospital appointment, the dentist. Record future ones as planned appointments, and past ones as happened.
| Field | What to enter | Example |
|---|---|---|
| Type | GP visit, Hospital outpatient, Hospital admission, Emergency, Dental, Optical, Therapy or Mental health | Hospital outpatient |
| Provider | A Party, or type the Or provider name (one is required) | Leeds General Infirmary, Fracture clinic |
| When | Date and time | 20/03/2026 10:30 |
| Status | Planned appointment or Happened | Planned appointment |
| Summary | What happened (for a past one) | X-ray: healing well |
| Follow-up | What happens next | Repeat X-ray |
| Follow-up by | When the follow-up is due | 20/05/2026 |
Select Add.
| Button | Shown on | You're asked |
|---|---|---|
| Finished | A planned appointment | "Summary of the appointment (optional)" |
| Cancel | A planned appointment | "Why was this appointment cancelled?" (required) |
Example: Ruth's fracture clinic.
| Date | Action |
|---|---|
| 2 Mar | Add: Hospital outpatient, Fracture clinic, 20 Mar 10:30, Planned appointment |
| 20 Mar | Finished, summary: "X-ray: healing well. Repeat in 8 weeks." |
| 20 Mar | Add the next one: Hospital outpatient, Fracture clinic, 15 May 10:00, Planned appointment, Summary "Repeat X-ray" |
| early May | The appointment shows in Reviews due → Health due (14 days ahead) |
Encounters can't be edited after saving. Fill in Follow-up and Follow-up by when you add an encounter that has already Happened (for example a GP visit that asks for bloods in two weeks); the follow-up date then appears in Health due.
| Message | Meaning |
|---|---|
| "A provider (Party or text) is required" | Choose a provider or type a name. |
| "A finished encounter cannot start in the future" | A Happened encounter must be in the past. |
| "A reason is required to cancel an encounter" | Give the reason. |
| "An encounter that has not started cannot be finished" | The appointment time hasn't come yet. |
Advance directives
Decisions a person (or someone for them) has made about future care, such as resuscitation.
| Field | What to enter | Example (Ruth) |
|---|---|---|
| Directive | DNACPR, Treatment escalation plan, Living will, End-of-life preferences or Organ donation | DNACPR |
| Decision | The decision, in plain words | Do not attempt CPR |
| Made by | The person or clinician who made it | Dr A. Patel |
| Capacity assessed | Tick if the person's capacity was assessed | Ticked |
| Effective from | Start date | 15/02/2026 |
| Review on | Optional; not before the start date | 15/02/2027 |
Select Record directive. The form notes: "A new directive replaces the active one of the same type."
Alerts from directives
The alerts appear at the top of the profile, so anyone opening it in an emergency sees them at once.
| Button | Use it when | You're asked |
|---|---|---|
| Revoke | The decision no longer applies | "Why is this directive revoked?" |
| In error | It was recorded wrongly | "Why was this directive entered in error?" |
Example: a review changes the decision. On 15/02/2027 Ruth's DNACPR is reviewed. To keep it, record a new DNACPR with Review on 15/02/2028; the old one becomes Superseded. If it's withdrawn, Revoke it with the reason.