Sidebar Menu: Patients

📍 Accessing the Patient Menu

To begin:

• Navigate to the Patient tab on the sidebar.

• Make sure your view is set to All Locations if you want a full list of patients across your organization.

💡 Tip: Use the Locations dropdown at the top to filter patients by a specific site. This will update all sidebar menus and display only patients assigned to that location.

🔎 Searching for Patients

Use the search bar at the top of the Patient Overview screen to find a patient by:

• Name

• MR Number (Medical Record Number)

Example: Searching for 1000209-A will bring up Abalina Carter if she’s assigned to your location.

Troubleshooting if you are unable to locate a patient

• Check the current active filters. There might be a filter status currently on that will not include the patient you are searching for. This commonly happens to Inactive Patients as the status Inactive is unticked by default. 
• Ensure you have selected the correct location. Please note that Patients can only be assigned to a single location
• Coordinate with your Approver if your role only limits your view to your patients assigned to your case load instead of all the patients on the EHR. This is under Settings > Roles & Permissions > Your designated role > Patient Permissions > Can see all patients, not only those in user's Case Load 

🧰 Filter Options

Click the Filter icon (top right of the patient list) to customize which patients appear. Available filters include:

• Status

• Level of Care

• Date of Birth

• Start/Admission Date

• End Date

• Badges & Alerts

• Assigned To (provider)

• Discharge Request / Reason

• Places of Service

• Contacts

You can apply multiple filters to narrow your list further.

🔁 Sorting Patients (Order by)

Patients can be sorted by:

• Name

• Date of Birth

• MR Number

• Status

• Level of Care

• Start or Admission Date

• End Date

• Badges and Alerts

• Discharge Reason

Choose between ascending or descending order for each field. 

🗂️ View Types: Grid vs. List

You can toggle between:

• Grid View: Shows patient photos and general details in a card-style layout.

• List View: Displays more data in a table format for easier scanning.

Choose the one that best suits your workflow.

📤 Exporting Patient Data

To download patient data:

1. Click the Export button below the search patient bar.

2. Select the Patient Report type.

3. Pre-set filters (like pending or active patients) will be applied, but you can add more.

4. You can also access reports via the Header Menu > Report Request at the top of your screen.

✅ Summary