Use the top of the Patient Dashboard to review patient details, update the profile, open Insights, or start an appointment.
Review patient information
The dashboard shows the patient's name, email address, phone number, date of birth, and Allia Patient App status.
An App Downloaded badge means the patient has downloaded the app. Otherwise, the invitation or app status may still be pending.
Add or edit tags
Select Edit Tags to add, update, or remove tags from the patient's profile. Tags can help your practice organize patients.
View or edit the full profile
To update patient information:
Select View Details.
Review the patient's demographic, contact, emergency contact, address, payment, insurance, diagnosis, and EHR Summary information.
Select Edit at the bottom of the profile.
Update the available fields and save your changes.
Note: Information received from an external electronic health record (EHR) or health information exchange is read-only. This can include historical diagnoses, medications, and family history.
View patient Insights
Select View Insights to review the clinical insights and trends available for the patient.
Create an appointment
Select New Appointment in the upper-right corner of the dashboard. You can schedule a future appointment or start one now.
Schedule a future appointment
Select the option to schedule the appointment for later.
Choose the appointment type, date, time, and other required details.
Save the appointment.
Allia sends the applicable confirmation and reminders based on the patient's notification settings.
Start an instant appointment
Select Instant Appointment.
Choose Telehealth or Onsite.
Select Start Instant Appointment.
A Telehealth appointment creates a meeting link for you and the patient. An Onsite appointment creates a clinician workspace where you can take notes and, when enabled, record and transcribe the visit.
Important: Before transcribing an appointment, confirm that the patient provided any consent required by your practice and applicable law.
After transcription, Allia saves the transcript in the patient's Transcripts tab and creates a clinical note after the visit.