Introduction

The Patient Profile Tab provides a comprehensive overview of all patient information in one place. It displays demographics, clinical summary, current status, responsible staff, team assignments, and handover information. This is the central hub for viewing and managing patient details.

Before You Start

Permissions required:

To view the profile: You must have access to at least one team the patient is a member of
To edit demographics: Any user with access to the patient can edit basic information
To edit handover information: You must be a member of the specific team whose handover categories you want to update
To edit clinical summary, status, risk flag, location: Any user with access to the patient

How to Access the Patient Profile

From the sidebar, click My Patients
In the patient table, click on any patient row
The Patient Profile Tab opens automatically (it's the default view)

Alternative routes:

Click on a patient name from team patient lists, handover pages, or action details
Direct URL: /patients/patientId?tabindex=0

What You'll See on the Profile Tab

Page Header

At the top of the page, you'll see:

Patient name and date of birth in the format: FirstName LASTNAME DD-MMM-YYYY
Status badge (coloured tag showing current status like "Stable" or "Critical")
"My Patient" badge (green tag, only shown if you're responsible for this patient)
Location badge (if a location has been assigned)
Print button (printer icon on the right)
Actions menu (three-dot kebab menu in the top-right corner)

Quick Action Buttons

If you share a team with the patient, you'll see two buttons below the tabs:

Create action — Opens a dialogue to create a new action for this patient
New note — Opens a dialogue to add a clinical note

Patient Thumbnail

On the left side of the demographics section, you'll see a gender-based avatar image (male, female, or other).

Demographics Section

The following information is displayed in a responsive grid:

First name
Last name
Age — Shown as: age in years (DD-MMM-YYYY format), or "-" if no date of birth
Gender — Male, Female, or Other
Nat.ID — National ID or NHS number
Medical Record # — Hospital number
Email
Cell / Mobile number

Editable Profile Fields

These fields have a pencil icon indicating you can click to edit them:

Risk flag

Shows risk level and reason (e.g., "High - Fall risk")
Click to open the Update Risk Flag dialogue

Current Location

Shows location as a coloured tag
Click to open the Move Patient dialogue

Open Actions

Shows count of open actions as a badge
Click to switch to the Actions tab

Status

Shows coloured status badge with status name
Displays time in status, last updated date/time, and who updated it
Click to open the Update Status dialogue
Note: Cannot edit if patient status is INACTIVE (pencil icon won't appear)

Read-Only Information Fields

Responsible users

Shows list of staff members responsible for this patient
Each name is clickable (links to their user profile)
Shows job title and speciality below each name
Displays "Nobody" if no one is responsible

Responsible teams

Shows list of teams the patient belongs to
Each team name is clickable (links to team view)
Displays "None" if patient not in any teams

Organisation-Specific Fields

Your organisation may have configured custom patient fields. Each custom field shows:

Field name (configured by your organisation)
Current value (or "-" if not set)
Last updated timestamp
Pencil icon to edit

Click any custom field to update it. The edit dialogue will show:

Current value (read-only)
Input for new value (type varies: text, number, date/time, or yes/no)
Optional toggle: "Is this old/historic data?"
If historic data: fields for applicable date and time

Clinical Summary Section

A large text area showing the patient's clinical summary or diagnosis.

Shows "Patient has no clinical summary" if none has been entered
Click anywhere in this section to update the clinical summary
Has a pencil icon in the top-right

Handover Information Section

At the bottom of the Profile tab, you'll see handover information organised by team. Each team the patient belongs to has its own section labelled "TeamName Handover Information".

For each handover category:

Category name (configured by team owners)
Category value (text or structured form data)
Last updated date/time and user name

If a category has multiple entries (amendable categories), you can navigate through them using carousel arrows.

To edit handover information:

Click on any handover field
The Edit Team Info dialogue opens
Important: You can only edit handover information for teams you're a member of. If you try to edit a team you don't belong to, you'll see the message: "You must be a member of the same team to edit this information"

Editing Patient Demographics

Click the kebab menu (three dots) in the top-right corner
Select Edit Demographics
The Edit Patient dialogue opens, showing the current patient information
Modify any fields as needed:
- Required fields: First Name, Last Name (marked with *)
- Optional fields: Date of birth, Gender, Nat.ID, Medical Record Number, Email, Cell / Mobile number
For Gender, select from the dropdown: Male, Female, or Other
For Date of birth, use the date picker. You must select a complete date (day, month, year) or leave it blank
Click Submit to save your changes

Validation:

First Name and Last Name are required
If you partially enter a date of birth without completing it, you'll see a validation error
Email must be in valid format if provided

The dialogue closes and the profile refreshes with the updated information.

Editing Other Profile Fields

Updating Risk Flag

On the Profile tab, find the Risk flag field (has a pencil icon)
Click anywhere on the field
The Update Risk Flag dialogue opens
Select the risk level and enter a reason
Click Submit to save

Changing Patient Status

Find the Status field (has a pencil icon)
Click anywhere on the field
The Update Status dialogue opens
Select a new status from available options
Click Submit to save

The status badge updates immediately, showing:

New status name and colour
Time in status (resets to current time)
Your name as the person who updated it

Note: You cannot edit status if the patient is INACTIVE (the pencil icon won't appear).

Changing Patient Location

Find the Current Location field (has a pencil icon)
Click anywhere on the field
The Move Patient dialogue opens
Enter or select the new location
Click Submit to save

Updating Clinical Summary

Scroll to the Clinical summary section
Click anywhere in the section (has a pencil icon)
The Update Diagnosis dialogue opens
Enter or update the clinical summary text
Click Submit to save

The summary updates and shows the timestamp of the last update.

Editing Organisation Fields

Find the organisation-specific field section (below demographics)
Click on any custom field (each has a pencil icon)
The Edit Organisation Field dialogue opens
Enter the new value (type depends on field configuration)
If this is historic data, toggle "Is this old/historic data?" to Yes
If historic: Enter the applicable date and time
Click Submit to save

The field updates showing the new value and timestamp.

Click the kebab menu (three dots) in the top-right corner to access additional actions:

Always available:

Edit Demographics — Edit patient's basic information
New note — Create a new clinical note

If you're responsible for the patient:

Relinquish responsibility — Transfer responsibility to the team
Handover Patient — Hand over to a specific colleague

If you share a team with the patient (but aren't responsible):

Take Responsibility — Become the responsible clinician
Refer Patient to Team — Send referral to another team
Discharge from team — Discharge patient from a team
Create Action — Create a new action for this patient

If patient has been discharged from all teams:

Readmit — Readmit the patient to a team

If you created the most recent note less than 1 hour ago:

Edit Latest Note — Amend your most recent clinical note

Tips

Quick navigation: Click the "Open Actions" field to jump directly to the Actions tab
User and team links: Click on responsible user names or team names to view their profiles or team pages
Empty fields: A dash "-" indicates no value has been set for that field
Print function: Use the printer icon to print the entire patient profile
Time-sensitive edits: You can only edit your latest clinical note if it's less than 1 hour old
Handover permissions: If you can't edit handover information, check that you're a member of that team

Patient Profile Tab

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