CAREFUL

How to View and Manage Your Patients

Introduction

The My Patients page displays all patients for whom you are currently responsible. From this central view, you can search, filter, and sort your patient list, view clinical summaries at a glance, and access comprehensive patient management tools including updating status, transferring patients, and managing clinical information.

Before You Start

No special permissions required. All clinical users can access their patient list and manage patients for whom they are responsible.

Viewing Your Patient List

Accessing My Patients

  1. From the sidebar, select My Patients
  2. The page loads showing all patients for whom you are responsible
  3. By default, you'll see "Active Patients" sorted by last name (A-Z)

Understanding the Patient Table

Each patient row displays:

  • Profile icon with patient age (e.g., "45y") and gender-specific color
  • Overdue action badge (red) showing number of overdue tasks, if any
  • Patient name (first name and bold last name)
  • Risk flag icon (if assigned) in red, amber, or green
  • Demographics: Gender, Date of Birth (with age), Medical Record #, and Nat.ID (NHS number)
  • Status tag (color-coded) showing current clinical status with timestamp and who last updated it
  • Days since status update (e.g., "5 days ago")
  • Action count showing number of active tasks
  • Location tag showing current ward or bed
  • Source (for team patients, shows referral origin)
  • "My Patient" tag if you are the responsible clinician

Searching for Patients

  1. Click the search button (magnifying glass icon) in the top navigation bar
  2. The search field expands with placeholder text "type the patients first or last name ..."
  3. Begin typing any part of the patient's first or last name
  4. Results filter automatically after a brief pause (300ms)
  5. The search button highlights when a search is active
  6. Click the search button again to collapse the search field

Tip: You don't need to type the complete name—partial matches work.

Filtering by Patient Status

  1. Click the filter button (filter icon) in the top navigation bar
  2. The filter panel expands showing two options:
    • "Show clinical summaries" checkbox
    • Patient status dropdown
  3. To filter by status, click the dropdown and select:
    • "Active Patients" (default) - Shows all active patients
    • "No status" - Shows patients without an assigned status
    • Any custom organization-defined statuses
  4. The filter button highlights when a filter is applied
  5. Click the filter button again to collapse the filter panel

Viewing Clinical Summaries

  1. Click the filter button to expand the filter panel
  2. Check the "Show clinical summaries" checkbox
  3. Click on any patient row to expand it
  4. The expandable section displays:
    • "Clinical summary" label
    • The full clinical summary text
    • Or "No current clinical summary." if none exists
  5. Click the row again to collapse the detail view

Tip: Enable "Show clinical summaries" at the start of your shift for quick visual reference without opening each patient record.

Sorting Your Patient List

  1. Click any sortable column header: Name, Status, or Location
  2. The first click sorts ascending (A-Z or oldest to newest)
  3. Click again to reverse the sort order
  4. A sort indicator appears on the active column
  5. Your sort preference is saved automatically for your next session

Default sort: Last name (A-Z)

  • Use the pagination controls at the bottom of the table
  • Each page shows up to 50 patients
  • Your current page is saved when you navigate away

Managing an Individual Patient

Opening a Patient Record

  1. Click anywhere on a patient's row in the table
  2. The individual patient view opens at /patients/{patientId}
  3. The patient header displays name, photo, demographics, current status, location, and risk flags
  4. Tabs below provide access to Notes, Actions, and other patient information

Accessing Patient Management Actions

  1. From the individual patient view, locate the kebab menu (⋮) in the top-right area
  2. Click the menu to see all available actions for this patient
  3. Available options include:
    • Edit Patient
    • Update Status
    • Move Patient
    • Update Clinical Summary
    • Amend Clinical Summary
    • Update Risk Flag
    • Edit Team Info
    • Edit Organization Field
    • Transfer Patient
    • Discharge Patient
    • Readmit Patient
    • Take Responsibility
    • Relinquish Responsibility
    • Begin Handover
    • Create Action

Note: Some actions may not be available depending on the patient's current state (e.g., "Readmit Patient" only appears for discharged patients).

Editing Patient Demographics

  1. Select Edit Patient from the kebab menu
  2. A dialog opens with editable fields:
    • First Name
    • Last Name
    • Date of Birth
    • Gender
    • National ID (NHS Number)
    • Medical Record Number
    • Email
    • Phone Number
  3. Make your changes
  4. Click Save to update the patient record
  5. Or click Cancel to discard changes

Updating Patient Status

  1. Select Update Status from the kebab menu
  2. The dialog displays the current status
  3. Select a new status from the dropdown (or choose "No Status")
  4. Optionally, set the date/time when the status change occurred
    • Important: Cannot select future dates
  5. Review any warnings:
    • Yellow warning for backward status progression
    • Red warning when marking patient as deceased
  6. Click Update to confirm
  7. Or click Cancel to abort

Tip: Always add the status change time if it didn't happen right now—this maintains accurate audit trails.

Moving Patient Location

  1. Select Move Patient from the kebab menu
  2. The dialog shows the current location (read-only)
  3. Enter the new location in the text field (required)
  4. Click Move to update
  5. Or click Cancel to abort

Updating Clinical Summary

  1. Select Update Clinical Summary from the kebab menu
  2. A dialog opens with a multi-line text area
  3. Enter the updated diagnosis or clinical summary
  4. Click Update to save
  5. Or click Cancel to discard

Note: To maintain a history of changes, use Amend Clinical Summary instead, which preserves the previous version.

Updating Risk Flags

  1. Select Update Risk Flag from the kebab menu
  2. The dialog displays the current risk level
  3. Select a new risk level: Red, Amber, or Green
  4. Enter a reason for the risk flag in the text field
  5. Or select the option to clear the risk flag entirely
  6. Click Update to confirm
  7. Or click Cancel to abort

Tip: Risk flags appear as colored flag icons next to the patient's name throughout the system—use them to highlight safety concerns.

Transferring a Patient to Another Team

  1. Select Transfer Patient from the kebab menu
  2. If the patient is in multiple teams, select the source team (sending team)
  3. Select the target team (receiving team) from the dropdown
  4. Enter the referral reason in the text area
    • Tip: Consider using SBAR format (Situation, Background, Assessment, Recommendation)
  5. Optionally, attach supporting documents using the file attachment field
  6. If you want to complete the transfer immediately without waiting for acceptance:
    • Check the "Transfer Immediately" checkbox
    • This auto-accepts the referral and discharges the patient from the sending team
  7. Click Submit Referral to send the request
  8. Or click Transfer if using immediate transfer
  9. Or click Cancel to abort

Discharging a Patient

Discharge follows a multi-step validation process to ensure no tasks are left incomplete:

Step 1: Select team (if patient is in multiple teams)

  1. Select Discharge Patient from the kebab menu
  2. If the patient belongs to multiple teams, select which team to discharge from
  3. Click Continue

Step 2: Preflight check

  1. The system validates whether the patient has outstanding actions
  2. Green status ("All clear"): No outstanding actions—safe to discharge
  3. Red status: Blocking actions exist—must be resolved

Step 3: Review and close outstanding actions (if any)

  1. Review the action table showing:
    • Action Title
    • Assigned User
    • Due Date
  2. Choose to either:
    • Close individual actions manually before discharging
    • Check "Close all outstanding actions" and enter a reason
  3. Click Continue

Step 4: Final confirmation

  1. Review the discharge summary
  2. Click Discharge to complete
  3. Or click Cancel at any stage to abort

Important: The preflight check prevents accidental discharge when critical tasks remain incomplete—this is a patient safety feature.

Readmitting a Discharged Patient

  1. Select Readmit Patient from the kebab menu (only visible for discharged patients)
  2. Select the team to readmit the patient to
    • If you only belong to one team, this field is disabled and pre-selected
  3. Select the patient status for readmission
  4. Click Readmit to confirm
  5. Or click Cancel to abort

Taking or Relinquishing Responsibility

To take responsibility:

  1. Select Take Responsibility from the kebab menu
  2. You immediately become the responsible clinician
  3. The "My Patient" tag appears on this patient in all views
  4. No confirmation dialog—action is immediate

To relinquish responsibility:

  1. Select Relinquish Responsibility from the kebab menu
  2. A preflight dialog opens to validate the handover status
  3. Follow the prompts to complete the relinquishment
  4. Click Confirm or Cancel

Creating an Action for a Patient

  1. Select Create Action from the kebab menu
  2. The Create Action dialog opens
  3. Fill in the action details (title, assigned user, due date, description, etc.)
  4. Click Create to save the action
  5. Or click Cancel to discard

Handover All Patients

When going off duty or transferring all your patients to a colleague:

  1. From the My Patients page, click the kebab menu (⋮) in the top navigation bar
  2. Select Handover all patients
  3. The Handover All Patients dialog opens
  4. Follow the workflow to select the receiving clinician and confirm the handover

Use case: End of shift handover to the incoming clinician.

Tips

  • Enable "Show clinical summaries" at the beginning of your shift for quick visual reference without opening individual records
  • Your preferences are saved: Search queries, filters, sort order, and page number persist between sessions
  • Use the search for speed: Typing a few letters is faster than scrolling through pages
  • Risk flags are visible everywhere: Setting a risk flag makes it immediately visible in all patient lists
  • 50 patients per page: If you have more, use search or filters to narrow results
  • Action count badge: Quickly identify patients with outstanding tasks by looking for the red overdue action badge

Related Features

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