Patient profile overview
Tour every section of the patient profile and what each one is for.
Overview
The patient profile is the hub for everything about one patient — demographics, alerts, treatments, appointments, payments, prescriptions, documents. It's organised as a tabbed view; the default tab is Overview.
Prerequisites
- Any clinical or front-desk role
- A patient record to open
Steps
Open the profile. Patients list → click any row. URL becomes /patients/[id].
Inspect the Overview tab (default). Header shows photo, name, patient number, age, sex, primary phone, status. Right-side card shows the registration fee status. Below: medical alert banner (if any) in red, then sections for upcoming appointments, recent visits, and outstanding balance.
Open the Treatments tab. Lists active treatment plans, completed treatment items, and a procedure history grouped by tooth. From here you can create or open a treatment plan.
Open the Charts tab. Latest odontogram (graphical tooth map) and perio chart. Click any chart to open the full chart editor.
Open the Notes tab. Clinical notes by date, with author and lock state. Click any note to read; locked notes can only be amended, not edited.
Open the Billing tab. Invoices, payments, balance, registration fee status. Front-desk uses this tab to record payments and check outstanding balances.
Open the Documents tab. Uploaded files — X-rays, consent forms, scanned IDs. Drag-and-drop into the panel to upload.
Open the Communications tab. Sent SMS / email log, plus any chat threads with the patient through their portal.
Open the History tab. Audit log scoped to this patient — every edit, status change, role-based access.
Use quick actions in the top-right. Edit, New Appointment, New Note, Send Message — shortcuts to the most common follow-on actions.
Expected outcome
- You can navigate to every relevant artifact about the patient from one screen
- Each tab loads independently; switching tabs doesn't reload the whole profile
- The medical alert banner appears red and is visible regardless of the active tab
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Some tabs missing | Role gating | Receptionists don't see Notes/Charts; HR doesn't see anything |
| Tab loads forever | Backend slow or network glitch | Refresh; check the browser console for failing requests |
| Wrong patient shown | Stale browser tab | Hard-refresh; the URL has the patient ID — it should never load the wrong record |
| Photo missing | Not uploaded | Click the photo placeholder to upload from the patient form |