Patient Profile & Tabs

Patient Profile Overview

After registering or selecting a patient, you see the Patient Profile screen with 8 tabs:

1. Patient Profile Tab

Contains 4 sub-tabs:

• Edit Patient — Modify all registration fields
• Payer — Manage insurance and panel payer information
• Case — Create and manage medical cases
• Visit — Create and view visits linked to cases

2. Patient Summary

Displays the last 5 entries for:

• Vital signs, Allergies, Problems, Complaints
• History, Lab results, Immunization, Medications
• Encounters, Comments

Click to expand and view all records in a popup.

3. Encounters

Lists all patient encounters with two statuses:

• Signed — Completed by doctor. Actions: View, Print, Send via WhatsApp (as PDF)
• On Hold — Pending. Actions: Edit Encounter, Sign Encounter, Delete Encounter

4. Clinical Decision Support (CDS)

Two sub-tabs:

• Active CDS — Shows triggered clinical alerts with title, intervention, progress bar
• History — Completed CDS records

Actions: Access (administer intervention), Reject (with reason), Remind Me Later (set future date)

5. Patient Account

Financial transaction management with export, email, and refund capabilities.

6. Relationships

Lists all Next of Kin, Guarantors, and Dependents with their relationships.

7. Referrals

Lists referrals from previous visits. Actions: Book Appointment, Cancel Referral.

8. Packages & Services

Two sub-tabs:

• Packages — Shows purchased packages with status (Ordered/Purchased/In Process), availed and remaining services
• Services — Individual services with avail options: Create Visit or Book Appointment