The Patient Chart

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Patient Chart Layout

When you open a patient record you see three areas: the header (patient demographics and summary cards), the sidebar navigation (section links), and the main content panel (the selected section’s data).

The Patient Header

The header at the top of the chart shows:

  • Patient name — the patient’s full name, with a pencil icon to edit demographics.
  • Cardholder ID — the active insurance member/cardholder ID (if present).
  • DOB — date of birth.
  • Address — street, city, state, and ZIP.
  • Phone — preferred phone number and type; an SMS OK badge appears if the patient can receive text messages.
  • Email — contact email; an Email OK badge appears if email communications are enabled.
  • Groups — business unit chips showing which business units this patient belongs to. If no business unit is assigned, an Assign Business Unit button appears.

The header also contains two summary cards on the right side:

Notes and Alerts Card

Displays active alert chips (color-coded by severity) and recent notes attached to this patient. Select the pencil icon to add or edit notes and alerts.

Care Team Card

Lists the patient’s assigned prescribers and providers, including their specialty and location. Select the pencil icon on the patient name to update care team members through the edit panel.

The left sidebar under Patient Chart links to the core clinical data sections:

Overview

The default landing section. Shows the patient’s prior authorization workflow timeline — any drugs with rejected claims requiring a PA, and the results of recent guideline evaluations. Use this section to get a quick picture of what actions are pending for this patient.

Medications

Lists the patient’s current and historical medications, including drug names, fill dates, and associated coverage data from EDI claims.

Diagnoses

Lists diagnosis codes (ICD codes) on file for this patient, along with dates and source information.

Procedures

Lists procedure codes (CPT/HCPCS) associated with this patient.

Observations

Displays lab results and other clinical observations recorded for this patient, such as lab values relevant to prior authorization criteria.

Insurance

Shows the patient’s insurance coverage records — carrier, account, group, member ID, and coverage dates. Both active and historical coverage records appear here.

Prior Authorizations

Lists all prior authorization records for this patient, including PA status, drug, dates, and associated task links.

Below the Patient Chart group, the sidebar lists additional sections:

Tasks

All tasks linked to this patient — initiation, continuation, discontinuation, appeal, and other workflow tasks. Each row links to the full task detail.

Evaluations

A history of guideline evaluations run against this patient, including the guideline used, the result, and the number of tasks created.

Documents

Documents uploaded or received for this patient — prior auth letters, clinical notes, and other attachments. You can upload new documents and view or download existing ones from this section.

Correspondence

Outbound letters and fax records associated with this patient — determination letters, denial notices, and other communications sent via the system.