Patient Profile and Activity Tab

We have introduced a redesigned patient profile that opens to a consolidated Summary (snapshot) view. Staff can now see a patient's key clinical and administrative information; demographics, diagnoses, allergies, medications, vitals, care team, and appointment history on a single page, without navigating across multiple sections to build context on a patient.

The profile opens on the Summary tab. It shows the patient's demographics, diagnoses, allergies, medications, vitals, immunizations and injections, care team, and appointments on one page.

The header at the top shows the patient's name, DOB and age, sex, MRN, phone, address, preferred language, PCP, and primary and secondary insurance (plan name and member ID). Click Additional patient details to open the full demographic record. The Actions menu holds patient-level actions.

Click the Tasks tab below the patient header. It shows this patient's tasks only, and you can work them from there. Click Summary to go back to the snapshot.

The Historical Diagnoses card shows the most recent diagnoses and a total count. Each one lists the ICD-10 code, description, and last documented date. Expand the card to see the full list.

Edit them right on the Summary tab. On the Allergies card, use the Edit action. The Medications card can also be edited from the card itself.

The Allergies card lists the allergen, reaction, and severity. The Medications card lists the name, strength, form, sig (dosage instructions), status, and prescriber.

That value hasn't been recorded. The Vitals card shows the most recent BP, HR, WT, BMI, TEMP, and SPO₂, with a label showing how long ago they were taken (for example, "recorded 1mo ago").

The patient has no immunizations or injections on file. When there are records, the card lists the full history. Hover over an entry to see its details.

Each member of the patient's care team with their role or specialty (for example, Practitioner — Cardiology, or Medical Assistant), plus the number of members.

Appointments are listed in date order with a total count. Each row shows the date, appointment type, provider, encounter ID, and a status chip that says Draft or Signed. Click a row to open that encounter's note or appointment.

Links that take you straight to the patient's Activity, Notes, Results, Files, Exams, Orders, Imm/Inj, Appointments, and Forms.

In the referencing panel on the right side of the patient profile. Activity shows the patient's appointments, results, orders, files, forms, and immunizations in one feed, grouped by date with the most recent on top.

Use the search and date filter to narrow the feed to one date or a date range.

Click the item. You go to its details. For example, clicking a result opens the Results panel with that result selected.

Click the back button. It returns you to where you left off in Activity.

In the Activity feed, appointments with a signed note are marked.

Click the refresh button on the patient profile. Changes to demographics or other patient information don't appear until you refresh.

On the Appointments card. Each appointment shows its encounter ID, which is a Capella ID or a FHIR ID. Click the copy control next to it to copy it.