The Medical Overview tab lets you view a patient’s clinical history as provided through DrFirst. This information helps you understand the patient’s background and medication profile before prescribing or continuing care.
Accessing the Medical Overview
To open the Medical Overview:
Open the patient’s profile
Select the Medical Overview tab
This tab is only available to users with clinician-level permissions.
What you’ll find in the Medical Overview
The Medical Overview includes three sections that display clinical data retrieved from DrFirst:
Diagnosis (default view)
Shows clinician-reported diagnoses pulled from the patient’s medical history.
Allergies
Lists active allergies recorded in DrFirst, including medication and non-medication allergies when available.
Medications
Shows current and historical medications associated with the patient, including dosage, status, and prescribing details when available.
All information in these sections is read-only.
If DrFirst isn’t connected
Clinicians can still open the Medical Overview tab even when DrFirst isn’t connected. In this case:
• The tab will display an empty state
• You’ll see a prompt to connect your DrFirst account
• No diagnosis, allergy, or medication information will appear until the connection is completed
Once DrFirst is connected, the Medical Overview will automatically populate with the patient’s synced clinical history.



