Portal Docs v4

Patient

My Profile

What a patient can change about themselves — who they are, how to reach them, what insurance they carry, and who they manage.

Access

How a patient reaches the screen.

Element What it decides Permissions
Navigation Avatar menu → My profile. —

Header

What the band states before anything below it is actionable.

Element What it decides Permissions
Title “My profile”, with “Manage your account details” beneath it and a back control. —

Main actions

What belongs to the account as a whole.

Element What it decides Permissions
Update password Opens the password change. —
Change photo Change and Remove, side by side. —

Form · Update password

What a new password needs before it is saved.

Field Validations Permissions
Current password Required. —
New password Required. Its rules are stated beside the field before anything is typed, not after an error. —
Confirm password Required. Has to match the new password. —

Table

The profile's groups, each a label, its current value and the verb that changes it.

Element What it decides Permissions
Personal Name, date of birth, gender, language. —
Contact Address, phone, email, and how the patient prefers to be reached. —
Insurance Carrier · Member ID · Group number · Policy holder. —
Dependants The people this account manages, with Add and Remove. —

Row actions

What can be done to one group.

Element What it decides Permissions
Edit In place where it is one value, in a form where it is a set. —
Remove dependant Asks to confirm, stating that their records stay with them. —

Errors

Not yet written from the code.

API calls

Not yet written from the code.