Patients Screen¶

Search for patients, view their records, and manage episodes of care.

What this screen is for¶

The Patients Screen is where you find existing patients, review their history and notes, and manage their episodes of care.

Element	What it does
Search bar	Search patients by name, ID or date of birth
Patient list	Displays matching patients with a summary of recent activity
Add patient button	Opens the form to register a new patient
Patient record	Opens the full record for the selected patient
Episodes of care	Groups consultations and notes by clinical episode
Notes panel	Displays all notes linked to the selected episode

Panel	What it shows
Demographics	Name, date of birth, contact details, ID number
Episodes	Past and current episodes of care
Notes	Consultation notes linked to each episode
Documents	Generated documents (referrals, sick notes, treatment plans)
Consent	Patient consent records

Patient not found in search

Try searching by date of birth or patient ID instead of name. If the patient does not exist, use Add patient to register them.