Patients
The Patients page is your practice’s patient registry. Use it to find a patient and review their related referral work.
Tabs and search
- All — patients in the registry
- Inbound — patients with referral activity
- Active — patients with at least one active referral
- Inactive — patients without an active referral
The current Inbound filter includes patients with referral activity; it does not distinguish the direction of the referral.
Use Search in patients to match a name, medical record number, phone number, or insurance plan. The Insurance: missing filter narrows the list to patients without a recorded plan.
What each row shows
- Patient name and available identifying details
- Date of birth
- Phone
- Insurance
- Referral count and active referral count
- Latest referral status and date
Compare identifying details before opening a record, especially when names are similar. Click a row to open the patient detail page.
Patient detail
The detail page brings together the patient’s demographics and related referral journeys. From here you can edit demographic, contact, and insurance information, open a journey, or start a new referral for the patient.
Adding a patient
Click Add Patient in the top-right. First and last name are required. The dialog also accepts date of birth, gender, phone, and email. Select Create Patient to save.
Insurance fields are available in the patient detail editor rather than the Add Patient dialog.
Patients can also be created or reused while approving a referral submission or starting a referral.
Existing records
Search for the patient before adding another record. Matching identifiers can cause creation to reuse an existing patient automatically; for example, a matching name and date of birth can return the existing record.
The Add Patient flow does not offer a merge or keep separate confirmation. Check the resulting record and its identifying details instead of assuming that a new entry was created.
Watch: Patients
Read transcript: Patients
Search for Riley in Harbor’s patient registry. Compare the identifying details before opening the record.
Review Riley’s demographics and related cardiology journey. The uploaded letter is also listed; this local example has no generated Davy brief.
Open Cardiology to inspect Riley’s existing referral work. Confirm the patient and episode before taking action.
Return to Patients and choose Add Patient. Enter Ellis Monroe’s name, birth date, and available contact details.
Choose Create Patient, then search for Ellis. Compare the saved name, birth date, and phone number.
Matching identifiers can reuse an existing patient automatically. Here, enter the same name and birth date again.
Choose Create Patient and check the result. This example returns the same record with no extra registry entry; search before creating another patient.
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