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. Access is determined by security role.

Summary tab

Card view control

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

Screenshot showing the card view control.

Select New to create a new record.

Screenshot showing the creation of a new record.

Select a record to view its details or edit.

Screenshot showing a view of all conditions.

Multiple medical identifiers

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

Screenshot showing a view of multiple medical identifiers.

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.

A screenshot showing a sample patient snapshot.

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

A screenshot showing sample record details from patient snapshot.

Profile tab

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

Screenshot showing the patient details on the Profile tab.

Clinical timeline

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

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

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

Screenshot showing the Clinical Timeline calendar and agenda panes.

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

Screenshot showing event filtering in the calendar pane.

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

Screenshot showing the addition of new events from the clinical timeline.

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.

Screenshot showing the creation of an appointment from the clinical timeline.

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

Screenshot showing how to edit an appointment from the clinical timeline.

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.

Screenshot showing a view of the previous and upcoming events from the clinical timeline.

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.

Screenshot showing the Linked records tab with three tables and notifications.

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.

Screenshot showing the Care Team tab with a view of the involved members.

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.

Screenshot showing the addition of a new care team using the Care Team Creation Wizard.

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.

Screenshot showing how to view the care team members and other details.

See also

What is Microsoft Cloud for Healthcare?
Configure unified patient view