Portal Docs v4

Patient

Medical Records

How a patient reads their own history, with every result carrying its reference range so a number means something.

Access

How a patient reaches the screen.

Element What it decides Permissions
Navigation Side menu → Medical Records. —

Header

What the band states before anything below it is actionable.

Element What it decides Permissions
Title “Medical Records”; choosing a category puts that category and its count in the subtitle. —

Main actions

What belongs to the page rather than to one result.

Element What it decides Permissions
Add new Opens a document upload. —

Form · Add document

What a document from outside the practice needs before it is filed.

Field Validations Permissions
File Required. A PDF or an image. —
Category Required, so the document lands where it will be looked for. —

Filters

Which records the list holds.

Element What it decides Permissions
Category Lab results · Wellness · Documents · Medications · Procedures · Immunizations, each with its count. —
Search Within the category chosen. —

Table

What one result shows in a row.

Element What it decides Permissions
Result What was measured. —
Value The value, with its unit. —
Reference range The range a result is read against. —
Date When it was taken. —
Flag High · Normal · Low, always with its range beside it. —
An empty category Says nothing has been filed there yet, and offers Add new. —

Row actions

What can be done to one result.

Element What it decides Permissions
Open Opens the result. —
Download The document or the result as it was filed. —

Record · Result

One result, read as a trend.

Element What it decides Permissions
Latest value With its unit, range and flag. —
History Every earlier value, so a number reads as a trend. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.