Admin | Patients Module

Last updated: November 22, 2024

Introduction

The Patient Module is a top-level view in Canvas that displays all patients in a table format. This list can be filtered by care team, so that each care team member can easily access a list of all patients they are responsible for. It can also be filtered by name and facility (if relevant).

Each row is a patient and each column is a patient attribute (e.g. Care Team or Facility). The patient, facilities, and last seen columns can be selected to sort the list. The Patients and Campaigns Module enhancements will be replacing the Populations Module.

Please note that Patient Module does not support filtering by protocol, if you want to use protocols to support worklists the Populations Module will be necessary.

Step By Step

Navigating Patients Module

Use the triple line menu to navigate to the Patients module. Here you will be able to filter by:

  • Patient name

    • includes age, sex at birth, and DOB

  • Care team

    • displayed as Name (Role)

  • Facility name

You can alphabetically sort the following columns:

  • Patient

  • Facilities

  • Last Seen

    • Date reflects the date of the most recent visit note (excludes notes like Chart Review). 

Use the edit button in the Protocol Column to change which Protocols are displayed. 

Selecting any of the patient's identifiers to navigate to the patient's chart 

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