Patients page
The Patients page is the main list view for your patient panel. It helps you search, filter, and review patient status at a glance.
What you can do on this page
- Search for a patient
- View treatment area and current week
- Check patient status
- See last activity
- View assigned clinician
- Invite a new patient
- Customize visible columns
- Filter the patient list
How it works
Each row represents one patient record. The list includes key data points such as patient ID, name, treatment area, week, status, last activity, and clinician. Icons provide additional visual status cues.
Step by step
- Open Patients from the left navigation.
- Use the Search field to find a patient by name or ID.
- Use Filter to narrow the list.
- Use Columns to change which data fields are shown.
- Select a patient row to open that patient’s profile.
- To add a new patient, select Invite in the top-right corner.
Tips
- Search is the fastest way to locate a specific patient.
- Review patient Status and Last activity together to identify who may need follow-up.
- Adjust columns based on your workflow so the list shows the most relevant information.
Notes
Patient statuses may include values such as invited, active, and inactive.