--- title: Clinical Notes in Health Connect slug: portal-sub/clinical-notes-in-health-connect docTags: createdAt: 2026-03-04T12:03:19.656Z --- :::hint{type="info"} **Important Notice: ** Starting **July 2025**, the **Health Connect **and **Provider Direct mobile apps** will no longer be supported. Users are encouraged to transition to the **web versions** for continued access. **Key Details:** -A persistent deprecation notice will appear on every app launch, informing users of the transition. -The web versions are optimised for all devices, **offering enhanced features, better security, and a seamless user experience.** -During the transition period, users can still access app features after acknowledging the notice. -Post-deprecation, the app will display a message directing users to the web version, with a customer-friendly link (e.g., "Health Connect" or "Provider Direct") to the web portal. **Action Required:** -Users should begin transitioning to the web version to ensure uninterrupted access to their accounts. ::: # Overview & Requirements This article is targeted at users of Health Connect. It describes the Clinical Notes feature. # Requirements - App Updates:  - Users must update the app to the latest version from the App Store to ensure compatibility and access to the latest features. - Portal Installation:  - Ensure that portals are correctly installed within the Profile build. Ensure that web servers are correctly configured. Ensure all Rules specified in the technical installation guide is configured correctly. Please reach out to Support if you have any questions regarding this step.  - Version Compatibility: - Version 9 and above: Supports the portal (Patient Portal) - Version 10.1 and above: Supports the rebranded portal (Health Connect) - Version Alignment: - Profile version 9 grants access to version 9 of the portal - Profile version 10.0.2 grants access to version 10.0.2 of the portal # Clinical Notes Health Connect can be accessed via a smartphone, tablet or computer. It works in conjunction with the Profile software, and provides convenience and efficiency within a care environment. There are many useful features included inHealth Connect. This article will focus on the Clinical Notes feature.  The Clinical Notes feature of Health Connect allows for transparency between healthcare organisations and their patients. It gives patients access to their medical records, so they can play a more active role in their care.  ## Benefits for Patients - Empowers the patient and creates a chance for more inclusive care. - Provides patients with an easily accessible record of their health. - Allows the patient to be more involved and have more ownership of their care. - Patients can keep track of how they are doing from a health perspective. - Offers patients something tangible to refer back to in case they were unable to retain information from their visit. - Patients can share relevant information with family members that assist with their care.  ## Benefits for the healthcare organisation - Provides the ability to work in partnership with the patient. - Saves valuable time by not having to reiterate on past appointments, or results with the patient.  - A modern feature that could attract enrollments.  - Incentivises and promotes clear professional notes. - Preferences can be customisedin Profile to suit the needs of the patient and the clinic.   # Feature overview ## Access and view Clinical Notes From the **Home** screen on Health Connect, select **Clinical Notes**.  View the **Clinical Notes** by swiping from top to bottom. Patients will have access to their medical records found within Profile.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jmouy4dYaG6TwwtIepzLB_oscuesqiv3qtlce6de2kqe8gqsowz6fba.png) # The Health Connect Clinical Notes Feature in Profile ## Customise preferences in Profile  :::hint{type="info"} **Note: **Any Profile field names or views that reference "Profile Patient Portal" pertain to and support the functionality of the Health Connect and Accession patient portals. ::: Preferences for the Health Connect Clinical Notes feature can be customised within Profile. This can be done by creating and using multiple OnTheGo Profiles. An OnTheGo Profile is a set list of preference settings. OnTheGo Profiles can be used to apply to all patients, certain groups of patients, or to an individual patient. Read [Customising Preferences in Profile for Accession, Health Connect, and Profile Online Booking](docId\:AlUDa04Ji-SlyaYnYRjfa) for more detailed step-by-step information. Access to the Clinical Notes feature in Health Connect can also be disabled. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/auiRq5E5eL7zao0S6BQ2o_avsr60h-hwopdvmtrgr-qkusy2v-q9y-cg.png) ## Manage patient access of Clinical Notes from Profile If access to certain details from an encounter are not in the best interest of the patient, the healthcare organisation can block the patients access to them from within Profile. This can be done when the Encounter is created, as well as after the fact.  ### Block access from a New Encounter Select **Medical Record** /**New Encounter**.  Double click on the name of the encounter and the **Encounter Properties** window will open. Alternatively, click on the **Encounter Properties** button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/D4vnQM0R0p9K-TMMJpzkZ_jc23us-rjkmbw4128mwv0ehsf4nbfuej2w.png" size="10" isUploading="false" initialPath="assets/Jc23uS-rjKmBW4128mwv0EhSF4NBFuEj2w.png" githubPath="en/Portals/Patient Portals and Online Booking/Health Connect/assets/Jc23uS-rjKmBW4128mwv0EhSF4NBFuEj2w.png" position="flex-start" showCaption="false"} Tick the **Block from patient access **box. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZlPBHSXORpD-L_61AjzEi_mpmegprxphl662yqq1vfejpj3mt24abmqw.png" size="81" isUploading="false" initialPath="assets/MPMeGPrxPHl662YQQ1vFEJpJ3mt24ABMqw.png" githubPath="en/Portals/Patient Portals and Online Booking/Health Connect/assets/MPMeGPrxPHl662YQQ1vFEJpJ3mt24ABMqw.png" position="flex-start" showCaption="false"} ### Block access to previous encounters Select **Medical Record / Encounter** Right click and select **Edit Encounter**.  Double click on the name of the encounter and the **Encounter Properties** window will open. Alternatively, click on the **Encounter Properties** button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/u8OqHr_KqiKDIElj8X7MJ_ztxjwdfaopco7tt8q5ggyf7qqevd9n3g5w.png" size="10" isUploading="false" initialPath="assets/ZtxjwDFAOPcO7tT8q5GGyf7qQEVD9n3g5w.png" githubPath="en/Portals/Patient Portals and Online Booking/Health Connect/assets/ZtxjwDFAOPcO7tT8q5GGyf7qQEVD9n3g5w.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1Qan5Ip2pkEK4H23e_HTB_pbqu9sadxk4bzzuvi03xdmbykopsht2s7a.png" size="81" isUploading="false" initialPath="assets/pBqu9SADXk4BzzuvI03XdMbYkOPShT2S7A.png" githubPath="en/Portals/Patient Portals and Online Booking/Health Connect/assets/pBqu9SADXk4BzzuvI03XdMbYkOPShT2S7A.png" position="flex-start" showCaption="false"} # Get started today To begin using Health Connect, or if you have any questions, please contact your Customer Success Manager.  # Learn more - [Health Connect User Guide](docId\:TC14t_3aSiHWT0cQCzYXK) - [Customising Preferences in Profile for Accession, Health Accession, and Profile Online Booking](docId\:AlUDa04Ji-SlyaYnYRjfa) - [Accession Patient web portal](docId\:eXXcmXZozF3igZWYNZeMH) - [Health Connect in Profile](docId\:G0tzGokzSNuo-ak1a1h66) - [How to Enable Local Health Connect](docId\:jk6lHDtshRG_rgzK2NIPi) - [Appointments in Health Connect](docId\:PsO_s6M-B-jIIBd7Jr4ek) - [Messages in Health Connect](docId\:MMcEMt8Yq-hDl93t1AA6V) - [Care Plans in Health Connect](docId\:g184wuk9TvD8HCSVTFD8w) - [Prescriptions in Health Connect](docId\:tdDSFUzDGMhjwxK25kQSp) - [Results in Health Connect](docId\:KXanMeSne0pRmhfHPdNO2)