A tour of the patient file
What each tab of a patient's file is for.
Where to find it: Patients → open a patient
Open this in the portal →Steps
- Open a patient from Patients, the dashboard or the search (Cmd+K, or Ctrl+K on Windows).
- Use the tabs below. On a phone they scroll sideways, and a More menu lists the ones out of view.
- Overview: a read-only snapshot of the latest intake and consult data.
- Intake: what the patient reported before the visit, including their forms and other intake notes.
- Consult: your own findings per visit. Saves automatically.
- Treatment: the treatment plan per visit. Saves automatically.
- Timeline: how the patient evolves across visits, with every logged visit.
- Documents: files for this patient. Private until you share one.
- Communication: care plan, follow-up, portal and intake links, and secure messages.
- Journal: the patient's daily self-tracking, with a trend as entries build up.
- Forms: answers to your own questionnaires, once a form was sent or submitted.
- VEDA: chat about this patient's file. Reference only.
Good to know
Assistant accounts for the front desk do not edit clinical content.
Related guides
- Record a consult and log the visit
- Write the treatment plan and send the care plan
- Follow a patient and compare visits
These guides describe the portal as it works today. They are product help, not clinical guidance.