> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Case history

> Search past and upcoming theatre cases across days by case number or procedure, and open any one of them in full.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Theatre staff with a two-factor-verified session" note="Needs the Surgical theatre care area — off by default" />

**Case History** answers the question the day list cannot: what happened to a case that was not today. It searches **Past and upcoming cases across days** and opens each one in the same sheet the theatre list uses.

<Path steps={['Sidebar', 'Theatre', 'Case History']} />

<TaskHeader before="A two-factor-verified sign-in, and the Surgical theatre care area switched on" time="Under a minute to find a case" after="The case open, with its checklist, status history and operation note" />

## Before you start

Theatre history is gated on two-factor verification. A signed-in session is not enough — if yours has not been verified with a second factor you are told **Two-factor verification is required to view theatre history.** and nothing loads. Set it up under [Two-factor authentication](/platform/security/mfa).

## What you're looking at

The heading reads **Case History**, and under it: **Past and upcoming cases across days. Search by case number or procedure.**

| Control                       | What it does                                                           |
| ----------------------------- | ---------------------------------------------------------------------- |
| **Case number or procedure…** | The search box. It matches those two fields only                       |
| Range select                  | **Last 30 days**, **Last 90 days** (the default) or **Last 12 months** |
| **All**                       | Every case in the period — the tab you land on                         |
| **In flight**                 | Scheduled, in theatre and in recovery                                  |
| **Completed**                 | Cases signed off as done                                               |
| **Cancelled**                 | Cases called off, with their reason on the case                        |

Rows look exactly as they do on the day list: times, case number, procedure, then patient · theatre · side, with the status badge on the right. Nothing here is ever flagged **Delayed**, because a case from three weeks ago being "late" against today's clock is a meaningless statement.

<Note>
  The search deliberately does not match patient names. Look a case up by its number or its procedure; if you only have the patient, open their record and work from there instead.
</Note>

Nothing matching reads **No cases found**, with **Nothing matches this search in the selected period.** underneath. A very busy period returns the first 200 and says so: "Showing the first 200 cases. Narrow the date range or search to see the rest."

## Find and open a case

<Steps>
  <Step title="Set the period first">
    The range select is the cheapest filter. A case from last quarter will never appear while the range is **Last 30 days**, however precise your search text is.
  </Step>

  <Step title="Search by case number or procedure">
    Type into **Case number or procedure…**. Results narrow as you type; you do not press anything.
  </Step>

  <Step title="Narrow by state">
    Use **In flight**, **Completed** or **Cancelled** when you know which you want. **All** is the default and is usually the fastest place to start.
  </Step>

  <Step title="Open the case">
    Select the row. The case sheet opens with its **Surgical safety checklist**, **Status** and **Operation note** exactly as they stand — including a **Signed** badge and read-only fields where the note has been signed.
  </Step>

  <Step title="Take a copy if you need one">
    **Download PDF** on the operation note produces the perioperative record. A note that was never signed is stamped as unsigned on the PDF, so a draft cannot be mistaken for a final document.
  </Step>
</Steps>

<AuditNote action="Opening a theatre case from history" />

## Correct something you find

History is for reading. A completed case shows **This case is completed. A correction is recorded as an amendment, not a status change.**, and a cancelled one shows **This case was cancelled. Schedule a new case rather than reopening it.** Neither offers a way back — if the record is wrong, record the correction as an amendment so the original stays intact.

## Who can do this

Three things have to line up, and they are different kinds of thing:

| Layer      | What it decides                                                                                                                                        |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Care area  | Whether **Theatre** exists in this hospital at all — **Surgical theatre**, off by default                                                              |
| Role       | Whether this page opens for you, including whether an owner hid **Theatre** from your role under [Role navigation](/hospital/settings/role-navigation) |
| Two-factor | Whether the records load — a verified session is required for theatre history                                                                          |

Permissions then govern the acts you can perform on a case you have opened:

| Action                            | Who by default | Permission                                                 |
| --------------------------------- | -------------- | ---------------------------------------------------------- |
| Open and read a past case         | Theatre staff  | Governed by role and two-factor, not a separate permission |
| Write the operation note          | Theatre staff  | **Record the operation note**                              |
| Sign the operation note           | Surgeons       | **Sign the operation note**                                |
| Reschedule a live case found here | Theatre staff  | **Book and reschedule cases**                              |

Enforcement is **opt-in per person**: someone never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"**. A **denied action is recorded** in the audit log while an allowed one is not. See [Staff permissions](/platform/team/permissions).

## Check it worked

* The case you wanted is in the list with its case number and the right status badge.
* Opening it shows the checklist badges as they were left, not as blanks.
* A signed operation note carries a **Signed** badge and read-only fields.
* A downloaded PDF of a signed note carries no unsigned stamp.

## Common issues

<AccordionGroup>
  <Accordion title="Two-factor verification is required to view theatre history.">
    Your session is signed in but not second-factor verified. Sign in again and complete your second factor — see [Two-factor authentication](/platform/security/mfa).
  </Accordion>

  <Accordion title="That range is too large to search. Choose a shorter period.">
    The date window is wider than the search will run. Drop to **Last 90 days** or **Last 30 days**, or add search text to narrow it.
  </Accordion>

  <Accordion title="I cannot find a case I know exists">
    Check the range first — **Last 90 days** is the default and will hide anything older. Then check you are searching by case number or procedure; patient names are not matched.
  </Accordion>

  <Accordion title="Showing the first 200 cases">
    The result set was capped. Narrow the date range or add search text; there is no page two.
  </Accordion>

  <Accordion title="Could not load theatre history.">
    A transient failure. Try again, or narrow the search — the message itself suggests both. If it persists with a narrow range, contact support.
  </Accordion>

  <Accordion title="Case History is missing from the sidebar">
    The **Surgical theatre** care area is off, or an owner has hidden **Theatre** from your role. See [Care areas](/hospital/get-started/care-areas) and [Role navigation](/hospital/settings/role-navigation).
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Why does history show upcoming cases too?">
    Because "find me that case" is not a question about the past. Anything booked in the period is here, which is why the default tab is **All** and why **In flight** exists as its own filter.
  </Accordion>

  <Accordion title="Can I export the list?">
    Not as a list. Open a case and use **Download PDF** on its operation note for the perioperative record. Aggregate figures live in [Analytics](/hospital/executive/analytics).
  </Accordion>

  <Accordion title="Do cancelled cases show why they were cancelled?">
    Yes. The reason entered at cancellation is recorded on the case and shown when you open it — cancelling without one is not possible.
  </Accordion>

  <Accordion title="Is opening a case here logged?">
    Yes. Every view of a theatre case is written to the audit log with your name, the case and the time. Owners and managers can review it under [Audit log](/platform/security/audit-log).
  </Accordion>

  <Accordion title="Can I reschedule a case from history?">
    Only if it is still live. A completed or cancelled case refuses: "This case is completed and can no longer be rescheduled."
  </Accordion>
</AccordionGroup>

<StillStuck />