Feature #650
closedMake the Examination and Plan sections optional (on/off toggle) for prescription-only visits
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Description
Module: OPD → Consultation
Environment: Test, NSSH (https://nssh.test.clinq.health/opd/consultation)
Type: Enhancement
Priority: P2 (slows doctors down on quick visits)
Description
Examination and Plan are required fields right now, so a doctor can’t sign a consultation without filling them in. Many visits only need a prescription, such as a medicine refill, a quick review or a repeat prescription. Doctors are forced to type filler text just to complete the visit. Doctors should be able to switch Examination and Plan off for these visits.
Steps to reproduce
Open an OPD consultation.
Add only a prescription, and leave Examination and Plan empty.
Click Sign & complete.
Expected result
Examination and Plan each have an on/off toggle.
When a section is off, it isn’t required, so the doctor can sign without filling it in.
A switched-off section is hidden or collapsed and doesn’t print.
When a section is on, it works as it does today.
Actual result
Signing is blocked until Examination and Plan are filled in.
Acceptance criteria
Examination and Plan each have an on/off toggle in the consultation.
A consultation can be signed with either section, or both, switched off.
Switched-off sections don’t appear in the print or preview.
The audit trail records that the section was switched off, plus who did it and when.
(Optional) There’s an admin setting for the default, on or off, per department or doctor.
Notes
Keep at least one clinical element required, for example a diagnosis or a prescription, so an empty consultation can’t be signed.
Check with the medical team whether any departments need Examination to stay required, for example for ANC or MLC cases.
Files
RH Updated by Roshni Harish. 15 days ago
- File Screenshot 2026-10-29 at 5.15.23 PM.png Screenshot 2026-10-29 at 5.15.23 PM.png added
- Subject changed from Make Examination and Plan optional (on/off) to Make the Examination and Plan sections optional (on/off toggle) for prescription-only visits
- Description updated (diff)
- Assignee set to Arya M.
FM Updated by Fiza M. 11 days ago
- Status changed from New to Resolved
- Assignee changed from Fiza M. to Navya P.
- Resolved By set to Fiza M.
What changed: Examination and Plan each have an on/off switch on the OPD consultation note.
- With a section off, it is hidden and not required, so the doctor can add medicines and sign without it.
- Switching off a section that has text asks first, because the text is removed.
- Chief Complaints and Diagnosis stay required, so an empty consultation cannot be signed.
- The audit trail records each switch, with who did it and when.
- The optional admin default setting was not built.
Not on the test environment yet. Branch bugfix/redmine-650-optional-note-sections (commit 2c0e56d6) is pushed but not merged yet. It needs merging and deploying, and migration 20261102091347_AddVisitNoteSectionsOff must be applied. Without that table the switches do not appear. Signing otherwise works as before.
How to test once deployed:
- Open a consultation with a blank note. Both switches are on, and signing is blocked.
- Switch both off. Both sections hide, and only Chief Complaints and Diagnosis are listed as missing.
- Fill those in, add a medicine, and open the prescription preview. Examination and Plan do not appear. Sign the prescription, then Sign & complete.
- Switch a section with text off: a warning appears and the text is removed.
- On a visit registered as pregnancy confirmed or suspected, there is no Examination switch. Plan can still be switched off.
To confirm with the medical team (from the ticket's notes):
- Examination stays required only for the pregnancy confirmed and suspected patient types. Are other departments or types needed?
- MLC visits are not protected: OPD has no medico-legal flag, so a doctor can switch Examination off on an MLC visit. Protecting them needs a new field at registration.
Verified on local dev (hospital CL-MAIN): Playwright ran steps 1, 2 and 4 and the pregnancy check, and signed a real visit with both sections off. Fiza manually confirmed the switches, adding medicines and signing. The Doctor portal's Consultation is a copy of OPD's and gets the switches once npm run sync:opd runs after this merges.
RH Updated by Roshni Harish. 9 days ago
- Status changed from Resolved to Feedback
Current Behavior (verified live, San Jose St. Bonaventure)
On an open OPD consultation (Consultation tab), the following was confirmed:
Chief Complaints shows a “Required” tag with no toggle — it is always a hard requirement and cannot be switched off.
Examination already has an on/off toggle (“Doctor-documented”). When switched off, the UI correctly shows “Examination is switched off for this visit and will not be required.”
Plan already has the same kind of on/off toggle, with the same “switched off for this visit and will not be required” behavior when off.
Diagnosis shows a “Required” tag with no toggle.
So Examination and Plan can already be made optional, but only by the doctor manually switching the toggle off on every visit. Chief Complaints has no such option at all today.
Expected Result
Chief Complaints, Examination, and Plan should all be permanently optional — never required to sign & complete a consultation, with no manual action needed from the doctor on a per-visit basis. The existing on/off toggles on Examination and Plan should be removed entirely, since they are no longer needed once these sections are simply never required. Diagnosis remains the only required field, so a visit with no clinical content at all still cannot be signed.
RH Updated by Roshni Harish. 9 days ago
- Assignee changed from Roshni Harish. to Fiza M.
FM Updated by Fiza M. 9 days ago
Roshni, your feedback from 3 Nov is now built.
What changed
- Chief Complaints, Examination and Plan are always optional.
- The on/off switches on Examination and Plan are removed.
- Diagnosis is the only section needed to Sign & complete. A confirmed ICD diagnosis counts, so a visit with no diagnosis still cannot be signed.
- Diagnosis shows a "Required" tag. The other three show "Optional".
Rules that went away with this
- Examination is no longer required on pregnancy confirmed or suspected visits. This follows the rule above, and the ticket's question about ANC and MLC cases was not answered by the medical team.
- The separate Gynaecology rule for Chief Complaints is no longer needed, since it is optional everywhere.
Where it is
- OPD: on
dev(34448f0e). It needs deploying to the test environment. No new migration is needed. - Doctor portal: branch
bugfix/redmine-650-sync-only-diagnosis-required(2803cff), not pushed or merged yet. Until then, Doctor's Consultation screen still shows the switches and asks for the old required sections.
How to test once deployed
- Open a consultation and leave every section blank. Sign & complete is blocked and names only Diagnosis as missing.
- Write only a Diagnosis, or confirm an ICD diagnosis. Sign & complete is allowed if any prescription on the visit is signed.
- Check that Examination and Plan have no switch.
- Repeat steps 1 and 2 on a pregnancy visit and a Gynaecology visit. They behave the same.
Testing so far: automated tests only. It has not been checked in a browser yet.
RH Updated by Roshni Harish. 8 days ago
- Status changed from Resolved to Closed