Patient Profile

Clicking on a patient in the dashboard opens their Patient Profile. This is the central hub for all clinical data and actions for a specific individual.

Navigation Tabs

The profile is divided into several key tabs for organizing information:

1. Medical History (Default):
   • View allergies, chronic conditions, and past surgeries.
   • Review intake questionnaires.
2. Visits:
   • The core workspace for clinical encounters.
   • Access current and past visit notes (SOAP).
   • Record vitals and orders.
3. Appointment History:
   • A timeline of all scheduled, completed, and cancelled appointments.
4. Orders:
   • A consolidated list of all products, labs, and services ordered for the patient across all visits.
5. Documents:
   • Upload and view files (PDFs, Images, forms).
6. Wellness Plans:
   • Manage long-term care plans and memberships.

Patient Header

At the top of the profile, you always see:

• Patient Name & DOB
• Contact Info (Phone/Email)
• Quick Actions: Start a call, Send a message (if configured).