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Managing Patients

This guide covers how to effectively manage your patient list and work with patient data in the Hub.

Risk filtering: Patients are automatically categorized by risk level—Critical (red), High (orange), Medium (yellow), and Low (green). Click the filter pills to show only patients at a specific level.

Search: Use the search bar to find patients by name or MRN. Results update in real-time as you type.

Sorting: Sort by Risk Level, Name, Last Updated, Most Alerts, or Most Care Gaps.

Watchlist: Star important patients to pin them to the top of your list. Click the star icon on any patient card to add or remove them from your watchlist.

Click on a patient card to open the detail view. Data is organized into collapsible sections:

  • Medications — active/past with dosages, conflicts highlighted
  • Conditions — diagnoses with ICD-10 codes
  • Allergies — allergens and severity
  • Lab Results — values with reference ranges and trends
  • Vitals — latest measurements
  • Clinical Findings — AI-extracted insights
  • Care Gaps — recommended screenings

When patient data comes from multiple EHR systems, you’ll see source labels indicating where each piece of data originated (e.g., “Epic”, “Cerner”).

Patient data syncs automatically when you view a chart in your EHR, every 15 minutes via background fetch, or when another user views the same patient.

Manual refresh: Click the refresh icon (↻) on a patient card, use “Refresh All” in the header, or “Refresh Critical & High” to prioritize high-risk patients.

Sync status: A solid cloud icon means synced, an outline means local only, a spinning icon means currently syncing, and the timestamp shows time since last update.

Removing patients: Click a patient card, then the more options menu (⋯), and select “Remove from Hub.” The patient will reappear if you view their chart again.

Recently viewed: Click the “Recent” tab to see patients you’ve viewed in the last 24 hours for quick access.

Bulk actions: Select multiple patients using checkboxes, then use “Refresh Selected” to update their data at once.