How to View and Manage Your Patients

1. From the sidebar, click My Patients
2. The patient list loads, showing all your patients sorted alphabetically by surname
3. By default, the view displays active patients (50 per page)

1. Click into the search box at the top of the page
2. Type the patient's first or last name (the placeholder text guides: "type the patient's first or last name ...")
3. Results filter in real-time as you type
4. Clear the search box to view all patients again

1. Click the Filter icon button (right side of the top bar)
2. To show clinical summaries:
   • Tick the Show clinical summaries checkbox
   • Expanded rows will now display diagnosis text
3. To filter by patient status:
   • Click the Patient status dropdown
   • Select from Active Patients, No status, or your organisation's custom statuses
   • The table refreshes to show only matching patients

1. Click any column header to sort:
   • Name (sorts by surname)
   • Status (sorts by patient status)
   • Location (sorts by current location)
2. Click again to reverse the sort order (ascending/descending)
3. An arrow indicator shows the active sort direction

1. Click the expand icon (chevron) on the left of any patient row
2. The row expands to show:
   • Clinical summary section (if enabled in filters): displays the diagnosis or "No current clinical summary."
   • Actions section: lists all actions for this patient with status badges (Closed, Soon, Overdue, Open)

1. In an expanded patient row, find the action you want to complete
2. Click the checkmark icon next to the action
3. The button shows a green confirmation state
4. Click again to confirm completion
5. The action status updates to "Closed" and the action count decrements

1. In an expanded patient row, find the Create a new action input field
2. Type the action description
3. Click the Create button
4. The new action appears in the action list and the action count increments

1. Click anywhere on a patient row (avoid the expand icon or action buttons)
2. The system navigates to the patient's full profile page
3. You'll see tabs for Profile, Actions, Notes, and Log

When to use this: Going off duty, end of shift, or transferring all patients to a colleague.

1. Click the kebab menu (⋮) in the top right of the page
2. Select Handover all patients from the dropdown
3. In the dialog, type the name of the user you want to hand over to
4. Select the target user from the autocomplete results
5. The system performs an automatic validation check:
   • Green (OK): All patients can be handed over — Submit button is enabled
   • Yellow (Warning): Some patients have warnings but you can still proceed
   • Red (Error): Cannot hand over — you must resolve blocking issues first
6. Review the list of patients and any warnings or errors shown in the table
7. Click Submit to send the handover request (or Cancel to abort)
8. The system sends a notification to the target user
9. Your patients remain in your list until the target user accepts the handover
10. Track sent handovers in the Handovers page (accessible from the sidebar)

The patient list displays seven columns:

1. Icon column (no header): Gender icon, age badge, overdue action count
2. Name: First name, surname (bold), gender, date of birth, Medical Record #, NHS Number, location tag, risk flag
3. Status: Colour-coded status badge, status update time, "updated by" information
4. Actions: Total count of patient actions
5. Location: Current patient location (hidden on mobile)
6. Source: Referral source (hidden on mobile)
7. Tags (no header): Blue "My Patient" badge when you are responsible (hidden on mobile)

• Status badges: Colour-coded based on your organisation's configured statuses (e.g., Active, Admitted, Discharged)
• Location badge: Shows the patient's current ward or location
• "My Patient" tag: Blue badge indicating you are the responsible clinician
• Overdue action count: Red circular badge showing the number of overdue actions
• Risk flag icon: Red flag icon when a patient has a risk factor assigned (see risk flag colours)
• Age badge: Displays patient age (e.g., "45y")

Actions are colour-coded by status:

• Closed: Action completed (grey)
• Soon: Due soon (yellow/amber)
• Overdue: Past due date (red)
• Open: Active but not yet due (blue/green)