The lower portion of the Patient Dashboard is divided into two principal sections: Medical Data and Care Team.
Medical Data
The Medical Data section contains the following tabs.
Notes
The Notes tab contains the patient's clinical documentation.
From this tab, you can:
Search existing notes
Review the note type and associated service
See who created each note
View the creation date
Check whether a note has been signed
Select Create Note to begin a new note
Treatment Plans
The Treatment Plans tab contains the treatment plans associated with the patient.
Use this area to create, review, and update the patient's treatment plan, including the clinical goals and interventions documented by the care team.
Assessments
The Assessments tab contains the clinical assessments assigned to the patient.
Use it to:
Review assigned assessments
Check whether an assessment has been completed
View submitted results
Compare results collected at different points in care
Assessment results should be interpreted alongside the clinical encounter and the remainder of the patient's record.
Records
The Records tab stores clinical and medical documents that have been uploaded to the patient's record.
From this tab, you can:
Search uploaded documents
Select Upload Document to add a PDF
Review the document name
See who uploaded the document
View the date on which it was added
Remove a document when appropriate
This area is intended for uploaded records such as medical histories, reports, referral documents, or other clinically relevant PDFs.
Forms
The Forms tab allows you to send forms to the patient and monitor their completion.
To send a form:
Open the Forms tab.
Select Send Form.
Choose between My Forms and Other Forms.
Search for the required form or upload a new one.
Select Preview if you want to review the form first.
Select the form and continue to send it to the patient.
Patients can securely review and complete assigned forms through either the Allia Patient App or the Allia Patient Portal.
The Forms tab displays when each form was sent and, once completed, the date on which the patient submitted it.
Medications
The Medications tab provides access to the patient's prescribing information.
It is divided into:
Prescriptions
Allergies
Rx Diagnosis
Within Prescriptions, you can:
Search the patient's medication list
Review the medication name and instructions
Check whether the medication is active
View when it was last modified
Select Add Custom Prescription to enter a prescription manually
Select Connect DrFirst Portal to access the connected prescribing workflow
Medication information should be reviewed for accuracy as part of the clinical encounter.
Transcripts
The Transcripts tab contains transcripts generated from eligible telehealth and onsite appointments.
Each entry displays:
Patient name
Appointment type
Appointment date
Start and end time
Select View Transcript to open a transcript.
Transcripts can also be deleted and completely wiped from the record if you prefer to remove them after the note has been created.
Transcription may be used for a future scheduled appointment or an instant appointment. For an onsite visit, the clinician joins the meeting workspace to record and transcribe the encounter. For telehealth, the transcript is generated from the virtual appointment.
Care Team
Select Care Team to view the clinicians currently assigned to the patient.
The patient's Primary Clinician is clearly identified. Additional clinicians involved in the patient's care appear in separate cards.
From this section, you can:
Review the patient's current care team
Identify the Primary Clinician
Select Add Clinician to add another clinician
Select Remove to remove an additional clinician
The actions available may depend on your role and practice permissions.