Managing Patients

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

Patient List Organization

Filtering by Risk Level

Patients are automatically categorized into risk tiers based on their clinical findings:

Risk Level	Indicator	Description
Critical	Red badge	Immediate attention required
High	Orange badge	Significant concerns, review soon
Medium	Yellow badge	Monitor and follow up
Low	Green badge	Routine care

Click the risk filter pills to show only patients at a specific risk level.

Searching for Patients

Use the search bar to find patients by:

Patient name (first or last)
MRN (Medical Record Number)

The search updates results in real-time as you type.

Sorting Options

Sort your patient list by:

Sort Option	Description
Risk Level	Critical first, then High, Medium, Low
Name	Alphabetical by last name
Last Updated	Most recently synced first
Most Alerts	Patients with the most clinical alerts first
Most Care Gaps	Patients with the most care gaps first

Watchlist

Star important patients to add them to your watchlist:

Click the star icon on a patient card
The patient appears in the “Watched” section at the top
Click the star again to remove from watchlist

Viewing Patient Details

Clinical Data Sections

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

Medications

Active and past medications
Dosage, frequency, and route
Medication conflicts are highlighted

Conditions

Active diagnoses with ICD-10 codes
Condition status (active, resolved, etc.)

Allergies

Known allergens
Reaction type and severity

Lab Results

Most recent lab values
Reference ranges with abnormal highlighting
Trend indicators (up, down, stable)

Vitals

Latest vital signs
Historical comparison when available

Clinical Findings

AI-extracted insights from patient records
Severity levels for each finding

Care Gaps

Recommended preventive care
Overdue screenings and vaccinations

Multi-Source Attribution

When patient data comes from multiple EHR systems, you’ll see source labels indicating where each piece of data originated (e.g., “Epic”, “Cerner”). This helps you understand the complete picture of patient care across systems.

Refreshing Patient Data

Automatic Sync

Patient data syncs automatically when:

You view a patient chart in your EHR
The background fetch scheduler runs (every 15 minutes)
Another user views the same patient

Manual Refresh

To get the latest data immediately:

Click the refresh icon (↻) on the patient card or in the detail view header.

Sync Status Indicators

Each patient card shows a sync status:

Indicator	Meaning
Cloud icon (solid)	Synced to cloud storage
Cloud icon (outline)	Local only, not yet synced
Spinning icon	Currently syncing
Timestamp	Time since last update

Removing Patients

To remove a patient from your list:

Click the patient card to open details
Click the more options menu (⋯)
Select “Remove from Hub”
Confirm the removal

Bulk Actions

For efficiency, you can perform actions on multiple patients:

Action	Description
Select All	Select all visible patients
Refresh Selected	Refresh data for selected patients
Export Selected	Download patient summaries (coming soon)

Next Steps

Sending Messages

Learn about secure messaging →

Install Extension

Set up the Cleo extension →