Patient Details

The Patient Details component 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:

   • Timeline: Displays a chronological view of patient events and interactions.
   • General Information: Shows basic patient demographic and contact information.
   • Messages: Provides access to patient-related communications.
   • Billing: Displays billing information and claims related to the patient.
   • Automation Logs: Shows logs of automated processes related to the patient (if feature is enabled).
   • 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
   • Campaign Endpoints: Manages patient contact points for campaigns (e.g., email, phone).
   • Forms: Displays and allows completion of forms associated with the patient.
   • Appointments: Shows past and upcoming appointments for the patient.
   • Tasks: Displays and manages tasks related to the patient.
   • Observations: Shows medical observations and test results.
   • Files: Manages documents and files associated with 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:

    • Multiple phone numbers and email addresses can be stored per patient
    • Each contact point (telecom) has:
      • A system (phone/email)
      • A use type (home/work/mobile/temp/old)
      • A rank value (1-99)
    • The organization's Max Telecom Tank setting controls which contact points are included in campaigns:
      • Only contact points with rank less than the Max Telecom Tank will receive campaign messages
      • Higher ranked contact points are considered backup/inactive for campaign purposes
      • For example, with Max Telecom Tank=2:
        • Primary phone (rank 1) and work email (rank 2) would receive messages
        • Old phone number (rank 3) would be excluded from campaigns
    • This allows organizations to:
      • Prioritize preferred contact methods
      • Exclude outdated or backup contact points
      • Control the number of endpoints per patient that receive campaign messages

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.