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Documentation Index

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The Patient Registration screen (/pm/patients) displays the organization’s patient roster and provides a registration form for adding new patients.

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Overview

The screen renders a searchable, filterable card list of patients drawn from pm_patients, always scoped to the current organization and excluding soft-deleted records. Each patient card displays last name, first name, preferred name (if present), MRN, date of birth, and optionally a jurisdiction member ID. A status badge on each card reflects the patient’s current status: Active, Inactive, Discharged, or Deceased. Clicking a card navigates to the patient detail page at /pm/patients/:patientId. Users with the pm.patients.create permission see a Register Patient button that opens PatientRegistrationForm. The search input is debounced (300 ms) and matches against last name, first name, and MRN.

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Who it’s for

Requires the pm.patients.view permission. Registering new patients additionally requires pm.patients.create.

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Before you start

Requires the pm.patients.view permission. Patient data will not load if no organization is currently selected. The URL query parameter ?action=new automatically opens the registration dialog if the user also has pm.patients.create.

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Steps

1

Search for a patient

Type a name or MRN in the search field. Results update after a short delay (300 ms debounce). The list filters across last name, first name, and MRN simultaneously.
2

Filter by status

Use the status dropdown to limit the list to patients with a specific status: Active, Inactive, Discharged, or Deceased. Select All Statuses to clear the filter.
3

Open a patient record

Click any patient card to navigate to the patient’s detail page at /pm/patients/:patientId.
4

Register a new patient

Click Register Patient (visible only with the pm.patients.create permission) to open the registration form dialog. Complete the required fields and save to add the patient to the roster.

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Key concepts

When the list returns no results with active search or filter criteria, the screen shows “No patients match your search criteria. Try adjusting your filters.” When there are no patients at all (no filters applied), it shows “Register your first patient to get started.” with a Register Patient action button.
If the data fetch fails, a card is displayed with a sanitized error message in place of the patient list.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/PatientListPage.tsx
  • src/cores/pm/hooks/usePatientList.ts