Skip to main content

🛏️ Patients

Patient records are the foundation notes are built on: who the patient is, what services they receive, their goals, and which nurses may see them.

Creating a patient​

Add Patient (dashboard) or New Patient (on the Patients page) opens the guided form: name, sex, date of birth, whether the patient's care plan tracks maladaptive behaviors, and any standing additional information for context.

Finding patients​

Search by first and last name (the bars filter as you type) and order by created date or last monthly talk — the latter is the quickest way to find patients whose monthly education talk is coming due.

The patient profile​

Each profile collects:

  • Details — demographics, behavior tracking, additional information, and the date of their last monthly talk (kept current automatically as notes record education talks).
  • Goals — the care goals nurses work toward and report progress on. Each goal belongs to a service, so the note wizard can offer the right goals for the service performed. Deleting a goal also deletes the notes documenting it — Noted warns you first.
  • Services — which of the five service types this patient receives (Respite, Personal Support, Lifeskills, Supported Living, Supported Employment).
  • Diagnoses — the patient's diagnoses. These give the AI context for tone and expectations but are never named in generated notes.
  • Assigned nurses — exactly which nurses can see this patient and write notes for them. Assignment takes effect immediately, as does removal.
Scoping

Nurses only ever see their assigned patients. Admins see every patient in the agency.