Appearance
Health Patient Chart And Visits
The patient chart is the clinical home page for a patient. It should behave like an OpenMRS-style chart: patient header, identifiers, flags, active visits, recent clinical widgets, and quick actions that open chart-scoped forms.
Patient Identity
Patients are parties first. Health adds a patient clinical profile, MRN, identifiers, privacy level, protection flags, and chart state.
| Data | Owner |
|---|---|
| Name, phone, demographics | Parties |
| Patient MRN and identifiers | Health patient profile and identifier types |
| Privacy level and protection flags | Health governance |
| User login | Administration access, only where the patient is also a system user |
Patient Header
The chart header should show:
- patient name
- primary MRN
- party number
- patient status
- sex and date of birth where available
- phone/contact summary
- identifiers such as national ID, clinic number, insurance number, or program ID
- protection flags and privacy warnings
- active visit count
Chart Widgets
Widgets are patient-scoped summaries. View-more links open the owning workspace filtered to the patient.
| Widget | Typical content | View-more destination |
|---|---|---|
| Clinical snapshot | Counts and trends for active visits, orders, forms, notes, lab, pharmacy, charges, and flags. | Patient registry/chart or dashboard. |
| Active visits | Open encounters and care context. | Visits and OPD flow. |
| Visit history | Closed or historical encounters. | Visits and OPD flow. |
| Open orders | Released or pending clinical orders. | Clinical Orders. |
| Clinical forms | Recent submitted forms and amendment state. | Clinical Forms. |
| Clinical notes | Draft, signed, and amended notes. | Clinical Notes. |
| Lab results | Recent results, validation state, critical markers. | Laboratory. |
| Imaging | Studies, reports, status, modality. | Imaging. |
| Pharmacy | Medication orders, dispenses, administrations, returns, controlled-drug traceability. | Dispensing and Administration. |
| Visit charges | READY, POSTED, credited, and paid charge traces. | Visit Charges. |
| Claims and coverage | Coverage, claim state, remittance, denial/appeal readiness. | Claims and Remittance. |
| Privacy and audit | Break-glass, consent, access, disclosure, and sensitive access review. | Consent and Privacy. |
Chart Actions
Quick actions should stay on the chart and open forms with patient and encounter context already prefilled.
| Action | Expected behavior |
|---|---|
| New visit | Opens encounter or OPD visit form for the current patient and branch. |
| Order | Opens clinical order form with patient, visit, provider, and location context. |
| Form | Opens published clinical form chooser, then the selected form submission. |
| Note | Opens clinical note form with patient and encounter context. |
| Observation | Opens observation entry with patient and encounter context. |
| Charge | Opens visit-charge trace or billing handoff where the user has permission. |
Do not route away from the chart just to create a chart-scoped action unless the action is intentionally a full workspace process.
Visits And Business Units
Visits are controlled by facility and department business-unit context.
| Context | Meaning |
|---|---|
| Facility business unit | Clinic, health centre, or branch where care is delivered. |
| Department business unit | OPD, lab, pharmacy, ward, theatre, or specialty unit where applicable. |
| Operational location | Room, ward, bed, counter, lab station, theatre, or service point. |
| Business day | The posting day and teller/day-control context for billable activity. |
| Fiscal period | The GL posting window used when Billing, Payments, Stock, or POS post financial effects. |
Before a Health branch goes live, the branch must have fiscal periods, open business day readiness, approved currency usage, and teller/payment setup where cashier collection is expected.
Encounter Flow
- Register patient or select an existing patient.
- Start appointment, OPD queue, or admission.
- Open encounter with facility, provider, and location.
- Capture triage and observations.
- Add notes, forms, diagnoses, allergies, and orders.
- Generate visit charges where configured.
- Close the encounter only when clinical and billing readiness checks pass.
Detail Dialogs
Encounter, order, lab, pharmacy, imaging, claim, and charge detail dialogs should show the patient name and MRN, not only record IDs. Internal IDs should remain hidden unless they are required for debugging.