Viewing Patient Details
End users can view a patient’s information via the Patient Details tab. This tab serves as a comprehensive view of the patient’s information, their progress on the Patient Journeys they may be involved in, as well as prescription and insurance details. Centralizing this information enables end users to efficiently access all relevant information about a patient's journey, resolve access barriers, and manage related tasks without navigating to multiple pages.
Who can use this feature?
- End Users – Browser
- Use the Patient Detail Tab
- Users require a Patient CRM License
Configuring Viewing Patient Details for
End Users
To configure this feature, ensure Configuring Patient CRM is complete.
Using the Patient Detail Tab as
End User
End users can access and manage all information related to a patient from the Patient Detail tab, which is organized into three panes for ease of access of information.
Viewing Patient and Consent Details
The left-hand pane displays key patient and consent information and consent information for the patient.
Select the Pencil icon in the Patient Details section header to edit the patient’s details.
If Managing Patient HIPAA and Program Authorizations is configured, the Authorizations section also displays in this pane.
Viewing and Managing Patient Journeys
The center pane displays the patient's active journeys.
Each configured journey phase displays in a journey sub-tab, indicating which phases have been completed, which phase is in progress, and which phases are upcoming.
See Advancing Patient Journeys for more information.
Viewing Care Team, Prescription, and Insurance Information
The right-hand pane displays the patient’s associated care team in Patient CRM, as well as prescription and insurance information.
To add additional members to the patient’s care team:
- Select + Add Member in the Care Team section.
-
Populate the following fields:
- Role – Select the appropriate role
- User – Select the appropriate user
- Select Add.
