Patient Chart

The patient chart provides a comprehensive view of a patient's information and related data. It is a complex component that displays various aspects of a patient's record and allows for interaction with this data.

Key Features

1. Patient Information Display: Shows basic patient information including name, date of birth, gender, and creation date.

2. Editable Fields: Allows editing of patient information for users with appropriate permissions.

3. Tags: Displays and allows editing of patient tags.

4. Tabs: Organizes patient data into different categories:

   • Overview: Shows the patient's demographic and contact information and a summary of their record.
   • Tasks: Displays and manages tasks related to the patient.
   • Appointments: Shows past and upcoming appointments for the patient.
   • Requests: Shows the patient's service requests.
   • Timeline: Displays a chronological view of patient events and interactions.
   • Messages: Provides access to patient-related communications.
   • Notes: Allows viewing and adding notes about the patient. These notes can include:
     • General observations about the patient's health or behavior
     • Summaries of conversations or interactions
     • References to specific tasks or appointments
     • Important reminders for future visits or treatments
   • Observations: Shows medical observations and test results.
   • Files: Manages documents and files associated with the patient.
   • Forms: Displays and allows completion of forms associated with the patient.
   • Consents: Shows registration consents the patient agreed to, including the text recorded at the time.
   • Billing: Displays billing and payment information related to the patient.

5. Associated Users: Displays users associated with the patient.

6. File Upload: Allows uploading of files related to the patient.

7. Instance Management: For multi-instance setups, allows changing the patient's associated instance.

8. Automation Running: Provides ability to run automations for the patient.

9. Campaign Management: Allows opting out patients from campaigns.

10. Resource Viewing and Editing: Allows viewing and editing of various FHIR resources related to the patient.

11. Contact Point Management:

    • A patient can have more than one phone number and email address.
    • Each contact point has a type (phone or email) and a use: Home, Work, Mobile, Old, or Temporary. The quick edit on the patient overview offers only Home, Work, and Mobile. To choose Old or Temporary, edit the contact in the patient's Telecom section.
    • When you add a contact, a rank is stored automatically. The first contact is rank 1, the next is rank 2, and so on. You do not type a rank.
    • Campaigns use the organization's Max Telecom Rank setting. Set it to 0 to use every contact point. Any other number includes a contact point only when its rank is that number or lower. A contact point with no rank is still included. A larger rank number is left out once it passes the maximum. See Campaigns.

12. Notes Management:

    • Ability to create, view, edit, and delete notes associated with the patient.
    • Notes can be linked to specific tasks, appointments, or other patient-related activities.
    • Supports rich text formatting for comprehensive and well-structured notes.
    • Notes are timestamped and attributed to the user who created or last edited them.
    • Allows for categorization or tagging of notes for easy filtering and searching.