This section guides you through the four critical forms used to complete a patient’s onboarding and case profile. Completing each ensures a holistic understanding of the patient’s background and care needs.
How to Navigate: #
Go to the Patient Overview section
Locate the patient whose profile you want to view.
Click the Ellipsis Icon
At the top-right corner, you’ll see the three vertical dots (⋮). This is your action menu.
Select “Profile” from the Dropdown
A dropdown will appear. Click “Profile” to instantly navigate to the patient’s full profile page.
Completion Status #
Card has a “COMPLETED” badge to indicate sections that have been filled. You can revisit or edit them anytime by clicking the “View Form” button.
Form Sections #
1️⃣ Personal Details #
Essential Info
Includes the patient’s:
- Full name, contact number, and email
- Date of birth, address
- Presenting complaint (reason for visit)
Purpose: Helps identify the patient and understand why they are seeking care.
2️⃣ Case Details #
Clinical Background
Capture:
- Medical history
- Pain regions
- Ongoing medications
- Existing diagnoses
Purpose: Ensures accurate clinical understanding and customized treatment planning.
Note: This is important and necessary form to be filled for generating Patient case (ICF and SOAP).
3️⃣ Insurance Details #
Coverage Info
Record:
- Insurance provider name
- Policy number
- Supporting documents (if needed)
Purpose: Smoothens billing and reimbursement processes.
4️⃣ Physician Details #
Referral Contacts
Add:
- Referring or primary physician names
- Their workplace and contact info
Purpose: Facilitates coordination with other healthcare providers when needed.
💡 Tip:
Completing all sections ensures a full patient profile is available for the care team. Always keep this information up to date for best results.
