Patients

The Patient Record (Overview & Tabs)

Clinicians, Nurses, Front desk, Billing staff patients patient-record tabs chart

The Patient Record (?page=patient-view&id=X) is the full clinical chart for one patient — a single page with a sticky tab bar. Each tab loads independently, and tabs a staff member doesn't have permission for (or that aren't enabled as a feature) are hidden automatically.

Tabs available

Tab	What it shows	Permission needed
Overview	Patient summary/header, key snapshot info	none
Medications	Current & past prescriptions	`view_medications`
Diagnoses	Diagnosis history	none
Vitals	Recorded vitals (BP, weight, etc.)	`record_vitals`
Lab Reports	Uploaded/ordered lab results	`view_lab_reports`
Assessments	Rating scale results	`view_assessments`
Appointments	This patient's appointment history	`view_appointments`
Notes	Clinical notes	`view_clinical_notes`
AI (clinician-ai)	AI copilot for this patient	`view_ai_sessions` + AI copilot feature enabled
Recorder	Session audio recording/transcription	`view_clinical_notes` + session recording feature enabled
Billing	Invoices for this patient (badge shows if one is pending)	`view_billing`
ABHA	ABDM/national health record linkage	none (feature-gated)

Step-by-step

Open a patient from the registry or search.
Use the tab bar to move between sections — the URL updates (&tab=...) so tabs can be bookmarked/linked directly.
Make edits within a tab (e.g., add a diagnosis, record vitals) — most actions redirect back to the same tab after saving.

Common issues & fixes

check the relevant permission is granted to your role, and that the related feature (e.g., AI copilot, session recording, ABDM) is enabled in Settings.

some actions (e.g., prescribing) check permission again at submit time even if the tab is visible; e.g. prescribing requires prescribe_medications specifically.

indicates a pending/unpaid invoice for this patient.

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The Patient Record (Overview & Tabs)

Tabs available

Step-by-step

Common issues & fixes

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