Patient Charts & Navigation

Overview

Patient charts provide a comprehensive view of patient information, tasks, episodes, and clinical documentation. The patient chart interface uses a three-column layout that adapts to your screen size, making it easy to navigate between patients, tasks, and forms.

Accessing Patient Charts

From Dashboard

1. Click "View Patients" quick action card
2. Or click "Patients" in the top navigation
3. Navigate to /p in your browser

From Navigation

• Use the top navigation bar → Click "Patients" icon
• Use Command Palette (⌘ K) → Search "View Patients" or "Patients"

Layout Overview

The patient chart interface uses a three-column layout:

Left Panel: Patients List

• Shows: List of all patients in your care
• Features: Search, filter, and select patients
• Responsive: Collapses on mobile, accessible via toggle button

Center Panel: Tasks & Content

• Shows: Patient tasks, forms, and content based on selection
• Features: Task list, episode selector, form navigation
• Main Content Area: Where you view and complete documentation

Right Panel: Patient Chatbot

• Shows: AI assistant for patient-specific questions
• Features: Ask questions about patient care, documentation requirements
• Responsive: Collapses on mobile, accessible via toggle button

Navigating Patients

Patient List

1. View Patient List: Left panel shows all patients assigned to you
2. Search Patients: Type in search box to filter by name
3. Select Patient: Click on a patient to load their chart
4. Patient Information: Each patient card shows basic info (name, status)

Patient Selection

• Click Patient: Opens patient chart in center panel
• Patient Info: Shows in center panel header
• Tasks Load: Patient tasks appear below patient info
• Episode Display: Current episode information shown

Understanding Episodes

Episode Concept

Patients can have multiple episodes of care:

• Each episode represents a distinct period of care
• Episodes have start and end dates
• Tasks are organized by episode
• You can switch between episodes for the same patient

Current Episode

• Default View: Shows the most recent or current episode
• Episode Badge: "Current" badge indicates active episode
• Episode Info: Shows start date and task count

Switching Episodes

1. Access Episode Selector:
   • Click dropdown menu (three dots) on task list
   • Select "Switch Episode"
2. View Episodes: List shows all episodes with dates
3. Select Episode: Click episode to switch view
4. Create New Episode: Option to create new episode from menu

Viewing Tasks

Task List

The center panel displays tasks for the selected patient and episode:

1. Task Cards: Each task shown as a card or row
2. Task Information:
   • Task type (e.g., "SOC Visit", "OASIS Assessment")
   • Visit date (if scheduled)
   • Status indicators
   • Completion status
3. Task Actions: Options to view, edit, or delete tasks

Task Status

Tasks show different status indicators:

• Not Started: Task not yet begun
• In Progress: Task partially completed
• Completed: All forms in task completed
• Overdue: Task past due date (if applicable)

Task Types

Different task types require different documentation:

• SOC (Start of Care): Initial visit documentation
• Recertification: Periodic recertification visits
• Routine Visits: Standard patient visits
• Assessments: Clinical assessments (OASIS, etc.)
• Custom Tasks: Organization-specific task types

Accessing Forms

From Task List

1. Click Task: Opens task detail view
2. View Forms: See table of contents showing all required forms
3. Select Form: Click on a form name to open it
4. Navigate Forms: Use arrows to move between forms

Form Table of Contents

When viewing a task, you'll see:

• Form List: All forms required for the task
• Form Names: Display names for each form type
• Navigation Arrows: Quick access to open forms
• Progress Indicators: Visual feedback on completion

Form Navigation

• Previous/Next: Use arrows in form header
• Form List: Click form name in table of contents
• Keyboard: Arrow keys for navigation (where supported)
• Back Button: Return to task view from form

Patient Information

Basic Information

Patient chart header shows:

• Patient Name: Full name displayed prominently
• Patient ID/Referral ID: Unique identifier
• Current Episode: Episode dates and info
• Status: Patient status indicators

Additional Patient Details

• Demographics: Access via patient info panel
• Insurance: Insurance information
• Contacts: Emergency contacts and family
• Medical History: Relevant medical information
• Allergies: Known allergies and reactions

Task Management

Creating Tasks

1. Access Create Task:
   • Click "+" button or "Create Task" option
   • Available from task list view
2. Select Task Type: Choose from available task types
3. Select Visit (if applicable): Link task to scheduled visit
4. Set Due Date (optional): Assign target completion date
5. Create: Task created with required forms

Editing Tasks

• Task Menu: Click three dots (⋯) on task
• Edit Details: Modify task information
• Change Visit: Link to different visit
• Update Status: Mark as complete or change status

Deleting Tasks

1. Task Menu: Access via three dots
2. Delete Option: Select delete (requires confirmation)
3. Confirmation: Confirm deletion (cannot be undone)
4. Cleanup: Associated forms handled appropriately

Tips & Best Practices

Navigation

• Use Keyboard: Learn keyboard shortcuts for faster navigation
• Panel Toggles: Use panel toggle buttons to maximize workspace
• Search First: Search for patient before scrolling
• Episode Awareness: Know which episode you're viewing

Task Management

• Complete in Order: Follow task sequence when possible
• Check Requirements: Ensure all required forms are completed
• Review Before Submit: Review forms before marking complete
• Use Episodes: Organize care by episodes appropriately

Efficiency

• Batch Similar Tasks: Group similar tasks when possible
• Use Templates: Leverage form templates for consistency
• Keyboard Shortcuts: Learn and use keyboard navigation
• Patient Chatbot: Ask questions to clarify requirements

Mobile Navigation

Mobile Layout

On mobile devices, the three-column layout becomes:

• Single Panel View: One panel visible at a time
• Toggle Buttons: Access other panels via buttons
• Swipe Gestures: Where supported, swipe between panels

Mobile Tips

• Use Toggle Buttons: Access panels via header buttons
• Full Screen Forms: Forms use full screen on mobile
• Touch Optimized: Buttons and controls sized for touch
• Quick Access: Frequently used actions accessible quickly

Related Topics

• Patient Tasks & Episodes - Managing patient tasks
• Clinical Documentation - Completing forms and documentation
• Plan of Care - Managing patient plan of care
• Patient Messages - Communicating about patients