Patient

Home

What a patient is shown first, written for someone reading it once on a phone and possibly worried: what is next, what is owed, what needs doing.

Access

How a patient reaches the screen.

Element What it decides Permissions

Navigation Bottom bar → Home on a phone; side menu → Home on a desktop. Signing in lands here. —

Header

What the band states before anything below it is actionable.

Element What it decides Permissions

Title A greeting with the patient's first name. —

Ask In the bottom bar on a phone, floating at the bottom right on a desktop. —

Summary card actions

What is next, what is owed and what needs doing, each card opening the full list behind it.

Element What it decides Permissions

Next appointment Date, visit type, provider and location, with Check-in and View details. —

Quick actions Book appointment · Send a message · Pay a bill · Request a refill · Update insurance · Download records. —

Medical records Categories with their counts, then the two latest results with their ranges. —

Messages Up to three threads, with View all. —

Prescriptions Up to three medications, with View all. —

Billing Up to three charges, with View all. —

Forms Up to three outstanding forms, with View all. —

People I manage The patient's dependants, with Manage and Switch; switching shows the portal as the dependant sees it. —

Locations Where the patient is seen, with directions. —

Row actions

Where a preview row leads.

Element What it decides Permissions

Open A preview row opens that item itself, never the top of a list. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.