The Patient Dashboard is the main workspace for one patient. Use it to open the patient's profile, appointments, clinical records, forms, medications, transcripts, and care team.
Open a patient's dashboard
To open a patient:
Select Patients from the main menu.
Search for the patient or use the available filters.
Select the patient's name.
The patient list stays open on the left so you can move between records without returning to the main Patients page.
Use the dashboard sections
The dashboard is organized into two main sections:
Patient Information shows the patient's personal details, profile actions, Insights, and appointment options.
Medical Data & Care Team contains clinical documentation, uploaded records, forms, medications, transcripts, and assigned clinicians.
Select a tab or action to open the information you need.