The Patient Dashboard provides a comprehensive view of patient information in one place, eliminating the need to search for forms and reports to access a patient's complete record.
To use the Patient Dashboard, go to Patients > Patient Dashboard.
The Patient Dashboard will launch and display with Patient Information and Contact information sections as well as the tabs below:
The Client Info tab contains five sections that include Basic Information which displays the Status, Case Type, Date Entered, Date Admitted, Patient Group, Intake Clinician, and Followup Clinician. This tab also includes the following information that is pulled from the Demographics form:
The Session Info tab displays Patient Contacts Within Range (appointments and collaterals) within the selected date range. This tab will also display Scheduled Events Within Range with events scheduled for the patient within the selected date range. Click the View Details button will open the schedule and load the selected patient. You will be able to print a list of scheduled events by right-clicking on an event which will take you to View Scheduled Event Listing.
The Financial Info tab displays patient’s insurers, balance assignments, reduced fee eligibility, and credit balance. You also have the option to collect a patient copay from this tab (accessible to those with BillingTracker access only). Active Authorizations and Remaining Info displays active authorizations as well as the remaining number of sessions, hours, days, or claims left on the authorization.
The Compliance Info tab displays open compliance items (items scheduled but not completed). The View Details button will navigate to the compliance module for the selected patient.
The Patient Summary Info tab displays a list of the patient's Active Problems, Active Allergies, and Active Medications from the Patient Summary form. To view more details about a specific item, click the View Details button. Clicking this button will take you to the respective tab in the Patient Summary form for that particular patient. For instance, clicking View Details next to a problem will take you to the Problem tab, clicking it next to an allergy will take you to the Allergies tab, and clicking it next to a medication will take you to the Medication tab.
The Vitals tab displays the height and weight information as entered in the Vital Tracking module. The left side of the form shows the data in a chart format and the right side shows the data graphically. The buttons underneath the chart data will allow you to display the information in report form or to view the chart for printing/saving. The View Details button will bring you directly to the Vital Tracking module.
The Medical tab displays Immunization History as entered in Medical > Immunizations. The Computerized Provider Order Entry displays lab/radiology order history as entered in Medical > Lab/Radiology Order Entry. The Patient-Specific Education Resources displays education resource history as entered in Medical > Patient Education Resources.
Additional buttons on the bottom of the form will allow you to navigate to various parts of the patient’s chart while leaving the Patient Dashboard form open.
