Unified patient view: Interact with patient information

Unified patient view displays patient data in Dynamics model-driven apps, including demographic information and clinical data. It also includes the clinical timeline and care team controls.

There are two forms. One form that displays clinical data and the other that only displays non-clinical data. The security roles Healthcare User and Healthcare Non-Clinical User determine the access.

Summary tab

Card view control

The card view control is only in the clinical form. It highlights important information about the patient.

Select New to create a new record.

Select a record to view its details or edit.

Multiple medical identifiers

You can use multiple medical identifiers like medical record number (MRN) and driver's license number.

Patient snapshot (preview)

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

The patient snapshot displays a customizable bird's eye view of the patient information.

Select a linked entity to display the details of the record on the right panel of the form.

Profile tab

The profile tab, only in the clinical form, contains additional and non-clinical information about the patient.

Clinical timeline

Select the Clinical Timeline tab on the patient form to view patient care events. The timeline has two panes:

• The calendar pane that displays events for the selected week.

• The agenda pane that displays either previous events or upcoming events.

Select the filter dropdown list in the calendar pane to filter events on the calendar.

To create events directly from the timeline, select New, and then select an option from the dropdown list.

After selecting New and an option from the dropdown list, a quick-create form opens in the right pane. Fill in the information for the event, and then select Save & Close.

Selecting a tile in either the calendar view or the agenda view also opens a form where you can edit the event details. Update the information for the event, and then select Save & Close.

In the agenda pane, you can view either previous events or upcoming events.

Note

The current day's events are shown in Upcoming events, not Previous events.

Patient links

According to the FHIR standard, the Patient.link element links to another patient resource that concerns the same actual patient. In the unified patient view, a record’s links are displayed in the Linked patient records tab on the patient form.

There are four link types in the FHIR standard:

Link type	Description
See also and Refer to	Links to a valid patient record that contains additional information about the patient.
Primary (Replaced By in FHIR)	Links to the primary active record for this patient.
Inactive (Replaces in FHIR)	Links to an inactive patient record that shouldn’t be used.

Note

If a record has any Primary links, or there is another patient with an Inactive link to the record, the record will be deactivated and made read-only.

Configurations

Your administrator will select one of the following two modes for how the links and the associated data of linked patient records are visualized:

• Show links only: Data associated with linked patient records will be presented on separate pages, and won't be rolled into the primary record. All linked patient records can be found in the Linked patient records tab. Redirection from inactive records to the primary record is turned off.

• Roll up data to primary record: Selected data from inactive patient records will appear in the patient's primary record. For example, consider three records A, B and C for a single patient. Assume that there's a link of the type Inactive from A to B and another from B to C. On A's record, you can view data like appointments or encounters from A, B and C. Only patient records with See also and Refer to links will be visible in the Linked patient records tab. Redirection from inactive records to the primary record is turned on.

Your administrator will also select the maximum number of links to follow from the primary record when rolling up data. For more information, see Configure unified patient view.

Linked patient records tab

If the administrator has chosen the Show links only setting, the following three tables are shown in the Linked patient records tab:

• Primary record
• Inactive records
• Related records

Related records includes patient records with See also and Refer to links. However, as indicated in the previous section, if the administrator has chosen Roll up data to primary record, then only the Related records table will be included.

A number displays in the tab header that indicates how many links are in the included tables.

Your administrator will select whether notifications appear on records with links in the included tables, and what the text would be if the notifications do appear.

Note

The Linked patient records tab isn't displayed if there are no links in the included tables.

Care team

Select the Care Team tab for a view of the medical professionals, family members, and other authorized people involved in the patient’s care, including their names, role on the care team, and the associated care plan and condition.

To add a new care team for the patient, select Add Care Team from the upper-right corner of the care team pane. Fill in the fields of the Care Team Creation Wizard to add the appropriate care team information and members.

To view and interact with the members of the care team, select the required care team. You can view the details of the care team members, communicate with the members, and also view the corresponding care plan and medication details.

Improved care team experience (early access)

Important

Some or all of this functionality is available as part of an early access release. The content and the functionality are subject to change. For more information on early access features, go to Enable early access features in Microsoft Cloud for Healthcare.

To simplify the process of care team creation and management for end users, the latest update for care teams introduces filtering on the care team controls, extends options to add and interact with care team members, and provides an enhanced usage experience.

The update offers the following improved capabilities:

• Simplified care team creation experience with the Care Team Creation Wizard.

• Filter patients’ care teams based on the care team statuses using the Active care teams, Suspended care teams, and All care teams filters.

  • Active care teams: This filter displays care teams that are currently in “active” status. Active care teams is the default filter value when the patient has at least one active care team.

  • Suspended care teams: This filter displays care teams that are currently inactive in the patient’s profile. The care team tab provides this filter option only if the patient has at least one suspended care team.

  • All care teams: This filter displays all the active care teams, suspended care teams, and other care teams that don’t have statuses. All care teams is the default filter value if there are no statuses for the current care teams.

  The care team tab doesn't provide a filter option for care teams with "entered in-error" status.

• Quickly view member information on a tooltip for each care team member, add new care team members, and interact with care team members using the Send email and Start chat options.

• For each care team, view details such as

  • General information: Care team name, care team status, patient name and details, context type (encounter or episode of care), list of encounters or episodes of care, care team period start and end time.

    

  • Member information: Care team member name, role and contact details for each member, and the option to add or remove members from the same pane.

    

  • Care plan information: Details of each care plan associated with the patient and links to the respective care plans. You can also add or remove existing care plans from the same pane.

    

See also

What is Microsoft Cloud for Healthcare?
Configure unified patient view