Patients and contacts

Open Patients, use its search and available filters, and select a patient. Results reflect your company and patient-access scope. If a patient is missing, check the filter and ask your organization to check access.

The care portal opens linked patient conversations instead of the staff Patients directory. If a linked patient is missing, ask your organization to verify the patient/family link.

Open Patients and use the create/add action if it is available. Complete the required fields and save. Patient creation requires its own permission; viewing patients does not automatically include creating them.

Open Patients and choose the patient’s Manage Access controls. Use the patient/family invitation action when available, enter the requested information and send the invitation. Ask an authorized manager if access is missing.

Open Patients → the patient’s Manage Access controls. Review the care team and use the available assignment actions. Assignment permission and patient scope still apply.

Open Contacts in the staff dashboard. Search or filter the directory and open a contact to see the available email, phone and organization details.

Open Contacts and use Message to start an eligible direct chat. If a phone action is available, it hands the number to your device’s calling app. A usable number and a configured calling app are required.

Open the patient room's details and its information section. If an edit control is available for the clinical note, make the change and save. A read-only note means your current access does not allow editing; ask an authorized care-team member to help.

Use Add patient in Patients and complete the required information. A patient room is created with the patient. If you choose to invite the patient, check the email and invitation options before submitting.

Open the patient’s available management actions in Patients and choose the inactive/archive action. Review the confirmation. Changing active status is different from deleting the record and can affect room access.

Find the accessible inactive patient record in Patients and use Reactivate when available. Ask an authorized administrator if you cannot access the record or action. Transferred records follow separate access rules.

Use Delete only from the patient’s authorized management controls, after reviewing the confirmation. There is no ordinary undo in the patient list; contact your organization about Console recovery. Deletion can affect room access and pending invitations.