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Patient Management

Patient Management is where staff and providers find members, view their records, and manage clinical and administrative data. Members enter the system through roster imports — this is where their records live once they're active.

Finding Patients​

Fast lookup by name, DOB, MRN, phone number, or other identifiers. Search and filter the full patient population with key identifiers and membership status at a glance — the starting point when a member calls, walks in, or care navigation needs context.

The Patient Record​

The patient record consolidates all clinical and administrative data. Any provider — virtual or in-person — sees the same complete picture:

  • Demographics — Name, DOB, contact information, preferred language, emergency contacts
  • Membership — Plan assignment, membership status, and employer group — managed through Membership Management
  • Attachments — Uploaded documents, signed consents, imported records, and images
  • Care team assignment — Primary care provider, care coordinators, and specialist teams assigned per patient

Clinical data — diagnoses, medications, allergies, labs, and visit history — is managed through the Provider Workspace.