Overview — Portal documentation

Access

How a member of staff reaches the screen, and what has to be true for it to open.

Element What it decides Permissions

Navigation Side menu → Overview. Me:overview.access

Header

What the band states before anything below it is actionable.

Element What it decides Permissions

Title “Overview”. —

Subtitle How many items need a person — “3 alerts need attention”. With none, the line says so rather than disappearing. —

Band Holds no controls; every action sits beside the number it changes. —

Summary card actions

The shape of the day, each figure a way into the records behind it.

Element What it decides Permissions

Appointments The day's booked total, and how many providers it spans. Opens Appointments at today. —

Checked in How many have arrived, and how many are still to come. Opens Intake at Checked In. —

Need attention Eligibility and intake problems waiting on a person. Opens Intake at Needs Attention. —

Collected Copays and balances taken today. Opens Billing at today's payments. —

Progress The share of today's intake complete, with when it last refreshed, so a stale figure is never read as a live one. —

Table

Items no rule could settle on its own.

Element What it decides Permissions

Patient Who the item is about. —

Blocking What stops the visit from going ahead. —

Source Where the problem was found. —

Action The one action that clears the item. —

Order Items blocking a visit come first, then by visit time. —

Nothing left “Nothing needs you right now” — an empty queue is stated as a result. —

Row actions

How an item is cleared.

Element What it decides Permissions

Resolve Where the fix is one field — an expired insurance — the row settles it in place. —

Open Otherwise opens the record where the problem lives, narrowed to it. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.