Patient Records

As a provider on CureCompanion, you can access and manage patient records to review patient information, search for specific patients, and track patient visit history. The patient records system allows you to view both active and archived patients.

Accessing Patient Records

To access patient records:

  1. Click the User icon in the top navigation bar
  2. This will take you to the main patients page where you can view all your patients

The patients page displays a comprehensive view of all patients associated with your provider account.

Searching for Patients

The patient search functionality helps you quickly locate specific patients:

  1. Use the search bar at the top of the patients page
  2. Enter your search terms in the search field (searches patient names)
  3. Click the search button (magnifying glass icon) or press Enter to execute the search
  4. Results will filter to show only matching patients

Search Tips

  • The search function filters by patient names (first name, last name)
  • Use partial names to find patients if you’re unsure of exact spelling
  • Search results maintain the same display format as the full patient list

Viewing Patient Profiles

To view detailed information about a specific patient:

  1. Locate the patient in your patient list
  2. Click on the patient’s name or row to open their profile
  3. The patient profile will display comprehensive patient information

Patient profiles contain multiple sections of information that you can navigate through. For detailed information about what’s included in patient profiles, see the Patient Information documentation.

Patient Visit History

Each patient’s visit history is accessible from their profile:

  1. Navigate to the patient’s profile page
  2. Click on the “Visits” section in the patient profile (it’s a collapsible section)
  3. The visits section expands to show a chronological list of all visits with this patient
  4. Each visit displays the date and time, and you can click on individual visits to view detailed information
  5. Use the date range filter to narrow down visits by specific time periods
  6. Sort visits by “Show newest first” or “Show oldest first” using the dropdown
  7. Export visit history to Excel using the “Export to Excel” button

Understanding Visit Status

On the main patient list, you’ll see various visit status indicators next to each patient:

  • “no visits” – Patient has no visit history
  • “X open visits” (e.g., “3 open visits”) – Number of active/open visits for the patient
  • “new visit requested” – A new visit has been requested for this patient

In the detailed visit history, each visit shows its specific date and time for chronological tracking.

Archived Patients Management

CureCompanion allows you to manage archived patients:

Viewing Archived Patients

  1. On the main patients page, click the “Show archived patients” link
  2. This changes the view to include both active and archived patients in the same list
  3. You can search through the combined list using the same search functionality

Managing Archived Patients

When viewing archived patients:

  1. Click “Show archived patients” to see the combined list of active and archived patients
  2. All archived patients maintain their full profiles and can be clicked to view details
  3. Visit history and patient information remain fully accessible for archived patients

Managing Patient Records

Viewing Patient Information

Patient profiles display comprehensive information in expandable sections:

  1. Attributes: Name, Patient ID, Date of Birth, Gender, Address, and additional patient attributes and characteristics
  2. Medical History Sections:
    • Medical conditions
    • Allergies
    • Medications
    • Surgeries
    • Family history
    • Social history
  3. Vitals and diagnostics: Current and historical vital signs and diagnostic information
  4. Visits: Complete visit history with filtering and export capabilities

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