CAREFUL

Viewing All Patients in Your Organisation

Introduction

The Patients tab in My Organisation displays a comprehensive list of all patients across your entire organisation. This organisation-wide view allows administrators to monitor patient statuses, search for specific patients, filter by status, and track care progression across all teams.

Before You Start

  • You must be logged in as an organisation user (userType: "organization")
  • System administrators can view this page but will not see the Patients tab
  • The Patients tab is the default view when accessing My Organisation

Steps

  1. From the bottom navigation bar, click the My Organisation link (office icon)
  2. The My Organisation view loads with the Patients tab selected by default
  3. The patient table displays with the following columns:
    • Avatar/Age: Patient photo placeholder, age badge, and overdue action count
    • Patient: Patient's first and last name (sortable by last name)
    • Current status: Patient's current status with colored badge and duration
    • Open actions: Count of open actions for the patient
    • Location: Patient's current ward or location (sortable)

Searching for Patients

  1. Click the search icon in the top navigation bar
  2. A search field appears with the placeholder text "type the patients first or last name ..."
  3. Begin typing the patient's first or last name
  4. After a brief delay (300ms), the table automatically updates with matching results
  5. A search indicator shows that search is active
  6. To clear the search, delete the text from the search field

Filtering by Patient Status

  1. Click the filter icon in the top navigation bar
  2. The filter panel opens showing available patient statuses
  3. Select a patient status from the dropdown (e.g., "Admitted", "Discharged", "Pre-Assessment")
  4. Optionally, toggle Show Timelines to display visual status progression
  5. The table immediately updates to show only patients with the selected status
  6. A filter indicator shows that filtering is active
  7. To clear the filter, select "All Statuses" or deselect the current filter

Sorting the Patient List

  1. Click any sortable column header (Patient, Current status, or Location)
  2. First click: sorts ascending (A-Z or oldest to newest)
  3. Second click: sorts descending (Z-A or newest to oldest)
  4. Third click: returns to default sort (by last name, A-Z)
  5. Your sort preferences are saved automatically
  1. Use the pagination controls at the bottom of the table
  2. Click page numbers to jump to a specific page
  3. Use next/previous arrows to move through pages sequentially
  4. Your current page is saved when you navigate away

Viewing Patient Details

  1. Click anywhere on a patient's row
  2. You are taken to that patient's detailed profile page at /patients/{patientId}

Viewing Status Timelines

  1. Enable the Show Timelines toggle in the filter panel
  2. Each patient row expands to show a visual timeline beneath it
  3. Timeline dots show the patient's progression through statuses:
    • Red dots: Target time missed for that status
    • Amber dots: Warning - approaching target time
    • Green dots: Target time met
    • Highlighted dot: Current status
  4. Each dot displays the status name, duration, and timestamp when you hover

Readmitting Inactive Patients (Admin Only)

  1. For patients with "Inactive" status, a dropdown menu appears in the rightmost column
  2. Click the dropdown menu (⋮) on the patient row
  3. Select Readmit patient
  4. A confirmation dialog appears
  5. Confirm the readmission
  6. The patient's status updates accordingly

Accessing Organisation Functions (Admin Only)

  1. Click the organisation functions dropdown in the top right of the navigation bar
  2. Available options:
    • Update Organization Name: Change your organisation's display name
    • Edit Organization Status: Manage organisation-wide patient status categories
    • Edit Organization Patient Fields: Customize patient data fields
    • Invite user: Add a new user to your organisation

Tips

  • Your preferences persist: Search queries, filters, sort order, and page number are automatically saved to session storage. When you return to this page, your previous view is restored.

  • Quick patient identification: Patients with overdue actions show a red badge with the count on their avatar, making it easy to identify patients requiring urgent attention.

  • Risk flags for admins: If you're an administrator, high-risk patients display a flag icon next to their name. Hover over the flag to see the risk reason.

  • Mobile optimization: On mobile devices, some columns are hidden automatically, and additional patient details (gender, date of birth, medical record number, national ID) appear within expandable rows.

  • Empty state: If no patients match your search or filter criteria, you'll see the message "No patients found."

  • Search performance: The search uses a 300ms debounce delay, so you can type quickly without triggering multiple searches.

  • Default sorting: By default, patients are sorted alphabetically by last name (A-Z), starting at page 1.

  • Location badges: Patient locations appear as colored badges for quick visual identification of where patients are physically located.

  • My Patients: View only the patients assigned to you personally
  • Team Patient Lists: View patients within a specific team
  • Patient Detail View: See comprehensive information about an individual patient
  • Organisation Actions Tab: View all actions across the organisation
  • Organisation Members Tab: Manage users within your organisation

Need more help?

Our support team is happy to help with any questions about this topic.

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