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 view allows administrators and clinical staff to monitor patient status, location, and care activity organisation-wide, with powerful search and filtering tools to quickly find specific patients or groups.

Before You Start

Permissions required: All organisational users (Administrators, Team Owners, and Clinical Users) can access this view.

Note: While all organisational users can view this tab, only administrators can perform certain actions like readmitting patients from this view.

Steps
Accessing the Patients Tab
  1. From the sidebar, click My Organization
  2. You'll land on the Patients tab by default (this is the first tab for organisational users)

The table displays up to 50 patients per page, sorted alphabetically by last name.

Understanding the Patient List

The patient table shows six columns:

  1. Profile column (no header): Gender icon, age, and a badge showing overdue action count (if any)
  2. Patient: Name (last name in bold), gender, date of birth with age, Medical Record #, Nat.ID (NHS number), and location tag
  3. Current status: Status badge (coloured) with time since last status update (e.g., "2 days ago")
  4. Open actions: Number of open actions for this patient, or "-" if none
  5. Location: Location tag showing current ward/unit
  6. Actions menu: Kebab menu (⋮) appears only for INACTIVE patients
Searching for Patients
  1. Click the search icon (magnifying glass) in the top navigation bar
  2. Type the patient's first name or last name
  3. Results filter automatically after a brief delay (the system debounces your input by 300ms to avoid excessive searching while you type)
  4. The search icon highlights when a search is active
  5. To clear the search, delete all text from the search box

Tip: The search looks for partial matches in both first and last names, so you don't need to type the complete name.

Filtering by Patient Status
  1. Click the filter icon in the top navigation bar
  2. A dropdown appears with these options:
    • Active Patients - shows all patients with any active status
    • No status - shows patients without a status assigned
    • Individual organisation-defined statuses (these vary by organisation)
  3. Select a status to filter the list
  4. Optionally, tick Show timelines to display status history for each patient
  5. The filter icon highlights when a filter is active

When you enable Show timelines, each patient row expands to show:

  • Status history with coloured dots (red = missed target, amber = warning, green = completed on time)
  • Duration in each status
  • Last updated timestamp

Tip: Your search and filter selections persist in session storage. When you return to this tab, your previous search and filter choices are restored automatically.

Sorting the Patient List

Click any sortable column header to sort by that field:

  • Patient (sorts by last name)
  • Current status (sorts by status type)
  • Location (sorts by ward/unit name)

Click the same header again to reverse the sort order (ascending ↔ descending). A visual indicator shows which column is currently sorted and in which direction.

Navigating the Patient List

If your organisation has more than 50 patients, pagination controls appear at the bottom of the table.

  1. Click page numbers to jump to a specific page
  2. Use Next and Previous buttons to move through pages
  3. Your current page persists when you leave and return to this view
Viewing a Patient's Details

Click anywhere on a patient's row to navigate to their full patient detail page, where you can see their complete profile, actions, notes, and audit log.

Readmitting an Inactive Patient

For patients with an INACTIVE status, a kebab menu (⋮) appears in the actions column.

  1. Click the kebab menu on an inactive patient row
  2. Select Readmit patient from the menu
  3. The Readmit Patient dialog appears
  4. Select the team to readmit the patient to
  5. Update patient demographics if needed
  6. Click Save to confirm

After successful readmission:

  • The dialog closes
  • The patient list refreshes automatically
  • The patient's status updates to active
  • The kebab menu disappears from that row (no longer inactive)

Note: Only inactive patients show the kebab menu. Active patients have no row-level actions in this view.

Tips
  • Persistent preferences: Your search query, filter selection, sort order, and current page are saved to session storage. They're restored when you return to this tab, even after closing your browser.

  • Viewing timelines: The "Show timelines" option doesn't trigger a new data fetch - it simply expands/collapses the timeline detail view for each patient row. Use this to quickly review status progression without navigating away from the list.

  • Performance: The patient list loads 50 patients at a time to maintain fast performance, even for large organisations with hundreds or thousands of patients.

  • Search debounce: The search waits 300 milliseconds after you stop typing before fetching results. This prevents unnecessary server requests while you're still typing.

  • Risk flags: If you're an administrator, you'll see a red flag icon next to patient names when a risk flag has been set for that patient.

  • Empty state: If no patients match your search or filter criteria, the message "No patients found." appears. Try broadening your search or clearing filters.

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