Patients Tab Overview
The Patients tab allows you to view all residents, monitor communication status, search and filter records, and send education or signable documents directly.
Summary
The Patients tab gives you a clear view of your resident list and their communication status. From here, you can search, filter, review individual profiles, or send communication to one or multiple residents.
Main Points
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View all residents with admit dates and communication status
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Search for specific residents by name
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Filter residents using AI, form status, or admit date
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View detailed resident profiles
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Send communication to one or multiple residents
Key Insights
Resident List
When you open the Patients tab, you will see:
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Resident name
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Admit date
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Status
The status column shows where each resident stands in reviewing education or completing signable documents.
Search and Filters
Use the search bar to quickly find a specific resident.
You can also use filters to narrow your list by:
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AI powered suggestions
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Form status such as pending or missing
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Admit date range, such as residents admitted within the last 30 days
This helps you quickly identify who may need follow up.
View Details
Select View Details to access a resident’s profile and review their communication history.
Send Communication
You can send communication in two ways:
Single Resident
Select a resident and choose to send documents directly from their profile.
Multiple Residents
Select one or more residents and use the Send Communication button at the top of the page.
From there, you will:
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Choose the type of communication
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Select the recipient
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Confirm and send