Patient 360

A patient’s Overview tab is their Patient 360: “Everything about this patient in the clinic, in one place.” It brings together a summary from every module you use: visits, medical history, treatments, lab results, prescriptions, invoices, documents, notes, forms, supplies and WhatsApp.

You need Read patient profiles to open it. What each part shows then depends on your own permissions for that module.

How the page is laid out

From top to bottom:

1. Alerts: things to know about this patient, most serious first.
2. Key figures: one strip of the most important numbers and dates.
3. Sections, grouped under Clinical, Financial, Records & documents and Communication.
4. Other records: small tiles for modules you can’t see, or that have nothing for this patient yet.
5. Activity: a timeline of what happened, newest first.

Sections sit two per row when there’s room, and a section without a partner widens to the full row. On smaller screens, they stack.

What you can see

Each section follows the same permissions as the module itself:

Your access	What the section shows
Full	The whole summary. View all opens the module’s tab on the patient’s record.
Partial: you can open some of the patient’s records of this kind, but not all (for example only the appointments or treatments assigned to you)	The summary of what you can open, plus “N more records you don’t have access to” at the bottom.
None	Only a tile under Other records with a lock, “You don’t have access”, and how many records exist.

Contact details never appear on the Patient 360. They’re on the patient’s Details tab, for staff with Read patient contact info.

Alerts

Alert	From
Severe allergies: with their names	Medical history: active allergies of high or critical severity.
N critical lab results released in the last 30 days	Laboratory.
N invoices are past their due date	Invoices.
N treatments are past their estimated completion date	Treatments.
Teeth 36, 46 need treatment	Dental chart: open caries, fractures and teeth marked for extraction.
6-month check-up is 10 days overdue	Recalls: open recalls past their due date.
Missed N appointments	Visits: three or more no-shows.
Blood pressure high: 160/100 mmHg (or low)	Vitals: each vital sign of the latest reading that’s outside its normal range.
N unread WhatsApp messages	WhatsApp.

Key figures

Depending on your modules and access: Next visit, Completed visits, Allergies, Current medications, Active treatments, Abnormal lab results, Pending lab orders, Last prescription, Balance due, Total paid and Items on loan. Colours flag what needs attention, for example a balance due in red.

The sections

Section	Shows
Visits	Next visit, last visit, completed visits since the first one, attendance (and no-shows), visits per month for the last 12 months, and recent appointments with their status.
Vitals	The latest value of each vital sign with a small trend (high and low values in colour). See Vitals.
Medical history	Active allergies with severity (severe ones highlighted), active conditions, current medications and recent complications.
Treatments	Active, completed and overdue treatments, planned value, treatments by status, active plans with progress, and recent treatments.
Dental chart	Teeth that need treatment, missing teeth, when the chart was last updated, a small chart drawing of the open findings, and the latest findings. View all opens the patient’s Dental chart tab.
Recalls	The next recall and its date, how many are waiting (and overdue), how many times the patient came back for one, and the upcoming recalls with how often each was followed up.
Laboratory	Orders, in-progress orders, abnormal and critical results, last release, Result trends for the most frequently tested numbers, and recent orders.
Prescriptions	Issued and cancelled prescriptions, last prescribed, the most-prescribed medications, and recent prescriptions.
Invoices	Invoiced, paid (and share paid), balance due and overdue amounts, invoiced vs paid per month, invoices by status, and unpaid invoices.
Inventory	Items used and lent, different items, items on loan now, most used items, and recent movements.
Documents	The latest thumbnails, documents by category, and how many are shared in the portal.
Notes	Last note, notes by type, notes shared with the patient, and the latest notes with a short excerpt, from any of the patient’s records.
Forms	Forms in effect, amended and voided, forms by template, and the latest filled forms.
WhatsApp	Messages (in and out), last contact, unread messages, and a link to the conversation.

Lab result values follow the laboratory rules: a result’s value only counts once you’re allowed to see it.

Activity

Activity lists “What happened, newest first”, grouped by day: visits, registration, treatments completed, plans created and completed, lab orders and released results, prescriptions, invoices, payments and refunds, documents, notes, filled forms, supplies used or lent, allergies, conditions, medications, complications and WhatsApp conversations. Each entry links to its record where there is one.

• Filter by type with the chips at the top. Types that don’t fit the width move into a final “N more” chip with a menu.
• Select Show older activity to load more.
• Only things that already happened are listed. Upcoming visits are in the Visits section instead.
• You only see entries for records you’re allowed to see.

The page refreshes by itself when appointments or WhatsApp chats change.