Patient Dashboard

1. Click Patient list > Select a Patient > Patient Dashboard menu.

2. View the overview of patient information details like:

• Future & Past Appointments
• Problems
• Allergies
• Billing Overview 
• Insurance Info
• Eligibility Verification 
• Forms
• Immunization
• Family History 
• Medication

3. From the Patient Dashboard, providers can Edit Profile, Schedule Appointment, Fax Demographics, View Vitals by clicking on the icons from the left patient submenu nav bar.
4. And can also Add Payments, Check Eligibility, and Add Non-clinical forms & assessments from the Billing Overview, Eligibility Details, Forms section card.

Vitals Management

1. Click “Appointment Details” to record patient vitals during a visit.
2. When vitals are entered, the system automatically saves the data and updates the Patient Dashboard instantly without requiring any manual refresh.
3. The Vitals section in the Patient Dashboard displays the most recent measurements such as Blood Pressure, Temperature, and Pulse along with the recorded date and time.
4. From the Vitals section, you can choose to view the data using:
   
   View List
   View Graph

View List – Vital Records

1. Click “View List” to access detailed vital records.
2. The system displays up to the most recent 30 entries, where each record includes the date and time of measurement.
3. In the list view, you can filter records by date, edit records, print records, or switch to the graph view for visual analysis.

Filter Vitals by Date

1. To filter records, select a Start Date and End Date.
2. The system displays only the vital records within the selected date range.

Edit Vital Records

1. Click “Edit” next to a vital record to make changes.
2. Update the required values and click “Save” to apply the changes, which are immediately reflected in the system.

Print Vital Records

1. Click “Print” next to the required record to generate a hard copy.
2. A print preview window will open where you can select printer settings and confirm the print action.

View Graph – Visual Representation

1. Click “View Graph” to visualize vitals in a chart format.
2. Each vital is displayed in a separate graph, allowing you to track patient health trends and observe changes over time.

View Values in Graph

1. Hover over or click on any point in the graph to view the exact measurement.
2. The system displays the vital value along with the corresponding date and time for better understanding of patient progress.