Navigating the Patient Record

Navigating the Patient Record

The patient record is the central view for all clinical and administrative data about a patient. It is organised into tabs and sidebars.

Opening a Patient Record

Select a patient from the left sidebar, search via the command palette (Ctrl+K / Cmd+K), or click a patient name anywhere in the app.

Main Tabs

The top of the patient record shows horizontal tabs:

• Summary - overview with quick actions and recent activity
• Clinical Record - the full clinical data view (see below)
• Episodes - care episodes and pathways
• Appointments - the patient's appointment history
• Tasks - open and completed tasks for the patient
• Invoices and Payments - billing records
• Communications - messages and notifications
• Questionnaires - patient questionnaire responses
• Audit - full audit trail of changes

Tab visibility and order can be configured per organisation.

Clinical Record Sidebar

When you open the Clinical Record tab, a vertical sidebar on the left provides navigation across clinical sections:

Overview

• Summary - clinical overview cards
• Consultations - consultation history
• Care History - timeline of all clinical events

Clinical

• Problems - active and past medical problems
• Allergies - drug and non-drug allergies
• Medication - current and past medications
• Prescriptions - issued prescriptions
• Immunisations - vaccination records
• Observations - vital signs and measurements
• Investigations - lab orders and results

Communications

• Letters & Documents - clinical documents
• Referrals - referrals to other services

Administration

• Recalls - recall enrolments
• Alerts - patient alerts

Patient Sidebar

The right sidebar shows contextual information and quick actions. It includes tabs for demographics, consultation history, tasks, alerts, appointments, documents, and more. Quick action buttons at the top (configurable per organisation) provide one-click access to common tasks like creating a consultation, sending a message, or booking an appointment.

Tip: The quick actions in the patient sidebar can be customised by your organisation administrator to show the actions your team uses most.

Configuring which sections and fields are visible

The patient record drawer respects your Settings → Sections & Fields configuration. You can:

• Choose which sections (Medications, Allergies, Problems, etc.) are visible on the record
• Choose which fields appear within each section

A heading is shown for every configured section, even when it has no data yet, so the record reads consistently across patients. Tailor this to match how your practice works rather than carrying every default section.