How to use Clerked

Ten steps, in the order you will need them — from putting Clerked on your phone to moving your logbook onto a new one.

Never put patient identifiable details into Clerked.

No names, no initials, no hospital or NHS numbers, no dates of birth, no admission dates — and not your consultant's or your surgeon's name either. The structured fields cannot hold them: there is no box anywhere for a name or a date of birth, and age is stored as a number and a unit, so a record reads 70 years and never a birthday.

The free-text boxes are the exception, because you type into them: case notes, notes on a block or a line, feedback, reflections, and what you found on a follow-up. A 70-year-old for an emergency laparotomy is enough for any panel, and enough for you to remember the case.

Pre-op clinic and intensive care now have their own places. Acute pain does not yet.

At the top of any case there are three buttons: Operation, Pre-op and ICM. Each one changes what the form asks and which part of the summary the case is counted in, so clinic and unit work no longer sits inside the count of anaesthetics you gave. Acute pain still has no heading of its own, so logging it as an ordinary case will still count it as an anaesthetic.

Pre-op. The form stops asking about technique and destination. Start a list at a pre-op clinic and every case on it begins as an assessment already.

ICM. Choose a ward round or patient care. A ward round asks only what you contributed — whether you took part or led it, and how closely you were supervised — because a round is a room full of patients, not one. Patient care asks for the patient, why they are on the unit, and above all what you did for them — procedures and regional blocks both, because a fascia iliaca on the unit is the same block as one in theatre. Start a list on ICU and every case on it begins as an ICM entry.

The procedure list has grown to cover the work FICM asks trainees to evidence: airway and access, bronchoscopy, filtration, proning, drains and taps, admissions and transfers, resuscitation and trauma calls, and the end-of-life activities — treatment limitation decisions, discussions with families, organ donation conversations and brain-stem death testing. Procedures are counted wherever you did them, so a tracheostomy on the unit sits in the same total as one in theatre. Arterial and central lines now also ask where they went and which side, so your logbook shows femoral access rather than only a count of lines.

Cases you logged before this are unchanged. Nothing was reclassified behind your back — a pre-op assessment or an ICU day you logged last month is still counted as an anaesthetic until you open it and switch it over.

Clerked is free while we build it together. It is being shaped by what anaesthetists actually ask for, so if something is missing, slow, or in the wrong place, please tell me. Accounts and syncing between devices are what we are working on next.

  1. Putting Clerked on your phone

    Clerked is a website that installs like an app. There is no App Store download and no signing up.

    • iPhone — open clerked.uk in Safari, tap the share button, then Add to Home Screen.
    • Android — open it in Chrome and tap Install app when it offers.
    • Mac or Windows — open it in Chrome or Edge and use the install icon in the address bar.

    Afterwards it is an icon on your home screen, full screen, with no browser bars — and it works with no signal at all. That is the point: an anaesthetic room in a basement is exactly where you need to log a case and exactly where your phone has no reception.

  2. Using it on a hospital computer, without leaving anything behind

    Clerked runs in any modern browser, so a ward or office computer works — and it is often the better place to catch up on a week of typing, or to print your summary on a real screen.

    But a normal browser window remembers. Your logbook would stay on that computer after you close it, and the next person to sit down at that profile could open Clerked and read it. On a shared or NHS machine, use a private window instead.

    • Chrome or Edge — Ctrl+Shift+N (Edge calls it InPrivate).
    • Firefox — Ctrl+Shift+P.
    • Safari on a Mac — File, then New Private Window.

    A private window keeps everything in memory and destroys it when you close it. Nothing is written to that computer's disk, and nothing appears in its history. The trade is that it starts empty every time, so the sequence is:

    Private window · clerked.uk
    1 · Start
    Settings → Restore from a backup, and choose the file you brought.
    2 · Work
    Add your cases, or print your summary.
    3 · Before you close
    Settings → Save a backup
    Everything you just did lives only in this window.
    4 · Close every private window
    Closing one tab is not enough. The last window closing is what wipes it.
    Step 3 is the one that bites. Close the window without saving and the work is gone — there is no copy anywhere and no undo.

    Two more things worth knowing. A backup you save on a hospital computer lands in its Downloads folder, and that is a trace — put it straight onto your own storage and delete it from Downloads. And that file holds your notes and reflections in full, so treat it as you would anything else of yours: your own drive or your own email, not the shared one.

    Some managed NHS desktops block installing web apps or run browsers too old for this. Clerked will still open and work in the window; it simply will not install to the desktop or work offline there. Your phone remains the reliable copy.

  3. Logging a list, and adding cases

    Most days start with a list. On the home screen tap New session and fill in the date, the hospital, the theatre, and what you expect most of the day to be — speciality, your role, your supervision.

    clerkedOn this device only. Nothing is uploaded.
    September 2026
    Sessions
    No sessions yet. Start one for today's list.
    Single case
    New session
    The home screen. New session starts a list; Single case is for the 3am epidural that belongs to no list.

    Then tap Add case for each patient. Every case arrives already filled in from the session, so a full list is mostly the operation and whatever differs. Prefilled values show greyed and italic until you touch them, so a guess never looks like something you checked.

    Theatre 4 · General surgeryTue 8 Sep 2026 · AM
    3 of 7 confirmed
    Laparoscopic cholecystectomy ✓
    54 years · ASA 2 · General surgery
    Inguinal hernia repair
    71 years · ASA 3 · General surgery
    Add case

    On the case itself, Who asks who you were with. Initials are enough — it is a colleague's name sitting in your records and travelling into your backups, and initials identify them to you just as well.

    Laparoscopic cholecystectomy
    Your involvement
    Role
    ObservingSupervisedAssisting
    Who
    AK
    Confirm case
    A case only reaches your RCoA summary once you tap Confirm case — nothing prefilled becomes ARCP evidence until you have looked at it.
  4. Importing a logbook you already have

    Open SettingsBring in another logbook and choose the file you exported from the RCoA Lifelong Learning platform or from AnaestheticsApp. A plain CSV works too.

    Settings
    Bring in another logbook
    A file you exported from the RCoA logbook or AnaestheticsApp. It is read here on your device.
    Choose a file
    The file is read on your own device. It is never uploaded anywhere.

    You get a preview before anything is written: how many cases, over what dates, which look like duplicates, and anything the file used that Clerked did not recognise. Where a word could not be matched you are asked rather than guessed at, and your answer is remembered for next time.

    Anything genuinely unreadable is left blank and flagged, never invented — and a whole import can be undone in one tap afterwards.

  5. Changing something you logged

    Tap any case — from the calendar, from its session, or from the case list where you can filter by date, speciality, supervision or status and search by operation. Change whatever you like: every keystroke saves as you type. There is no save button anywhere in Clerked.

    Laparoscopic cholecystectomyTue 8 Sep 2026 · Theatre 4
    Edited since you confirmed it. It still counts towards your summary — confirm the change when you are done.
    Operation
    Laparoscopic cholecystectomy
    Priority
    ImmediateUrgentElective
    Confirm change
    A deleted case comes straight back with Undo.
  6. Writing a case up

    At the bottom of every case is Write-up, with three things you can add. Nothing appears until you ask for it, so a case you just want counted stays short.

    Emergency laparotomy
    Write-up
    Yours, and only yours. None of this appears in the RCoA summary.
    + Feedback
    + Reflection
    + Follow-up
    • Feedback — what went well, and what you would do differently next time.
    • Reflection — what happened, so what, and now what: the three questions an ARCP panel recognises.
    • Follow-up — how you saw the patient afterwards (PACU, ward, ITU/HDU or by phone), when, and what you found. As many as you like: recovery and then the ward next morning is two visits, not a correction of one.

    Reflections stay out of the RCoA summary entirely — that goes to a panel, and a reflection is yours to share or not. Each one has a box to tick confirming you have read it back and there is nothing in it that identifies the patient or a colleague, and only ticked entries go into the reflections file you can export.

    One thing worth knowing before you write your first: reflective notes are not legally privileged in the UK. Write them as you would be content for them to be read.

  7. Courses, teaching and CPD

    The mortarboard icon at the top of the home screen. Tap Log an activity for a course, a conference, departmental teaching, a journal club, simulation or an exam — with the credits as the certificate states them, and a photo of the certificate if you have one.

    CPDTeaching, courses and meetings
    2026–27
    18.5 credits
    Difficult Airway Society study day
    Course · 6 credits
    Log an activity
    Totals run by CPD year, which starts in April by default — change it in Settings if your appraisal falls elsewhere.
  8. Producing your RCoA summary

    The chart icon at the top of the home screen. Choose your dates — a training year, a placement, or since you last met your supervisor — and every count is worked out from confirmed cases only.

    Summary1 Aug 2025 – 9 Sep 2026
    6 cases in this range are not confirmed. They are not counted.
    Speciality
    Age band · ASA · Priority · Supervision
    Print or save as PDF
    Your browser's own print dialogue makes the PDF. Nothing is uploaded to produce it, and notes and reflections never appear in it.
  9. Getting your data out

    SettingsBackups and exports. You can take everything out at any time, without an account and without asking anyone.

    • A spreadsheet — one row per case, opening in Excel, Numbers or Google Sheets. Never carries free text, and never the name of whoever you were with.
    • A CPD summary — credits totalled by CPD year with the courses behind them, for an appraisal.
    • Your reflections — a Word document to paste into a portfolio, holding only the entries you have confirmed are anonymised.

    This matters more than it sounds. An app you cannot leave is one you should not join, and the RCoA itself tells anaesthetists using non-LLP logbooks to keep a contingency plan.

  10. Making a backup

    Same screen: Save a backup. This one is everything, notes and reflections included, and it is the only file that can be restored from. Keep it where you keep anything that matters — your files, a cloud drive, an email to yourself.

    Settings
    Backups and exports
    Save a backup
    Everything, notes and reflections included. Last saved 2 Sep 2026.
    Save a backup to share
    Save a spreadsheet
    Save a backup to share is the same cases with every note, reflection and name emptied out, for when the file leaves your hands.

    Your logbook lives on that device and nowhere else, so this is the only thing between you and a dropped phone, a cleared browser or a handset that will not switch on. Clerked will remind you on the home screen when it has been a while — please take the reminder seriously.

  11. Moving it to another device

    Install Clerked on the new device, open SettingsRestore from a backup, and choose the file you saved.

    Restore this backup?
    clerked-2026-09-09.json will add 412 records. Nothing already on this device is deleted, and you can undo it straight afterwards.
    Cancel
    Restore

    A restore adds; it never replaces. Sixty cases on your laptop and twelve on your phone end as seventy-two, not twelve. Restoring the same file twice changes nothing the second time, so it is safe to retry if you are not sure it worked.

    There are no accounts yet, so a backup file is how a logbook moves between devices. Signing in on any device is the next thing we are building.