Patient Dashboard

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 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.
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:

From the Patient Dashboard, click Edit Patient Details.
In the "Patient Demography" section, set Archive to True.
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.