---
title: "Patient Dashboard"
description: "How to navigate the Patient Dashboard — Quick Actions, Patient Details, Documents and Encounters, the patient compositions table, and AI-powered record summarization."
date: 2026-07-19
lastModified: 2026-07-26
category: "patient-management"
author: "Dr. Umesh Bilagi"
beta: false
---

## Overview

The Patient Dashboard (`/admin/patient/patient-management/{patientId}`) is the central hub for everything related to a patient. It is the page you land on after searching for and clicking a patient. From here, you can register visits, manage encounters, view clinical documents, allot beds, and generate AI summaries of the patient's history.

## How to Reach the Dashboard

Two ways:

| Method | Steps |
|--------|-------|
| **Top search bar** | Enter the patient's UHID in the sidebar search bar and press Enter |
| **Patient search** | Sidebar → Patient → **Search \| Edit \| Archive Patient** → click the patient's ID in the results table |

See [Accessing Old Patients](/docs/accessing-old-patients) for detailed search instructions.

## Page Layout

The dashboard has three sections stacked vertically:

### Quick Actions

A horizontal strip of action buttons that open modals. Each stays on the same page — no navigation away from the dashboard.

| Button | What It Does |
|--------|-------------|
| **New OPD File Print** | Opens the OPD registration form in a modal. After submitting, print options appear inline (white paper or letter pad). Not available on Lab plans. |
| **New OPD Visit** | Creates an ambulatory encounter (OPD visit). Opens the encounter form in a modal. |
| **New IPD Visit** | Creates an inpatient encounter (admission). Opens the encounter form in a modal. Not available on Lab or Clinic plans. |
| **Billing** | Opens the patient's billing page in a new browser tab. |
| **Clinical Tools** | Opens a modal with: Assign Patient to Doctor, Set Appointment, Print Sticker (single/double/OPD paper), Print Encounter |

### Patient Details

A card with links for managing patient data.

| Link | Destination |
|------|-------------|
| **Edit Patient Details** | Edit the patient's demographics, contact info, and archive status |
| **Search edit delete OPD Registration** | View all OPD registrations for this patient with a table of Doctor and Date |
| **Allot Bed** | Opens the bed selection page where you can allot, transfer, or release a bed |
| **OT Booking** | Book an operation theatre slot |
| **Merge Patient** | Merge duplicate patient records (admin only). See [Merging Duplicate Patients](/docs/merging-duplicate-patients). |
| **National Health Claim Exchange** | NHCX/PMJAY claims (marked "Upcoming") |

### Documents and Encounters

A card with links for clinical documentation and encounter management.

| Link | Destination |
|------|-------------|
| **Search Edit Encounter** | View and edit all encounters for this patient (OPD and IPD) |
| **Scan and Upload** | Upload scanned documents to the patient's record |
| **Initial Assessment** | Create an initial clinical assessment |
| **Discharge Summary** | Create a discharge summary. Only visible when the patient has an active IPD encounter. |
| **Discharge Check List** | Complete the discharge checklist. Only visible with an active IPD encounter. |
| **Diet** | Manage dietary orders for the patient |

## Patient Compositions

Below the cards is the **Patient Compositions** section. Click **Get Patients Records** to fetch all FHIR composition documents linked to the patient.

### Document Table

| Column | Description |
|--------|-------------|
| **Date** | When the document was created |
| **Document** | Linked document title — click to open and edit |
| **Status** | Document status (draft, final, amended, etc.) |
| **Title** | Composition type |

**Document types shown:** Prescriptions, OPD Consultation Records (including referral letters, medical certificates, procedure notes), Diagnostic Reports, Discharge Summaries, Initial Assessments, Immunization Records, Wellness Records, Health Document Records, and Dietary Records.

Clicking a document link opens the appropriate edit page based on the composition type.

### AI Summary

Above the document table, a **Get AI Summary** button sends all the patient's compositions to an AI model (DeepSeek) which generates a structured summary of the patient's clinical history. The result is rendered as Markdown. A **Print Summary** button generates a printable A4 page with organization info, patient demographics, and the AI-generated content.

AI summaries consume tokens from the organization's AI token balance.

## Archiving a Patient

Patients can be archived rather than deleted:

1. From the Patient Dashboard, click **Edit Patient Details**.
2. In the "Patient Demography" section, set **Archive** to **True**.
3. Submit.

Archived patients are hidden from normal search results. There is no way to delete a patient through the UI — the sidebar says "Delete" but the only available option is archiving. This ensures patient records are retained for compliance.

## FAQ

**Q: How do I find a patient's old prescriptions?**
A: Open the Patient Dashboard, scroll to Patient Compositions, click **Get Patients Records**. Prescriptions appear in the document table — click the document link to open.

**Q: Can I see all of a patient's visits in one place?**
A: Use **Search edit delete OPD Registration** under Patient Details for OPD registrations, and **Search Edit Encounter** under Documents and Encounters for all encounter types.

**Q: Is there a tab for lab reports or radiology?**
A: No. All documents — including lab and radiology diagnostic reports — appear in the unified Patient Compositions table. Click **Get Patients Records** to load them.

**Q: Can I bulk print multiple patient records?**
A: No. Each document type has its own print option (prescriptions, diagnostic reports, discharge summaries). There is no bulk multi-record print.

**Q: What happens when I archive a patient?**
A: The patient is hidden from search results but all records are retained. To reverse, edit the patient and set Archive back to False.