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Patient Overview

This article offers a quick reference for schedulers and clinicians on patient overviews, authorization use, and hours.

Note: To access this feature, the "patients" domain within a designated access level must be turned on. 

Patient Profile Summary

The patient overview page summarizes all patient demographic information, scheduling information, and associated data. The right side of this page displays a trend of service hours received by the patient. A summary at the top shows authorized hours and their utilization, providing a snapshot of the patient’s current status.

Date/Timeline

The date can be altered to present day, a previous date, and future date by click the calendar and choosing a specific date or clicking the arrows for day by day view.  

Scheduled and Rendered Hours - Line Graph

This graph compares the scheduled and rendered service hours for the patient over the last six months.

Authorization Summary

A list of the patient’s active authorizations, complete with limits and remaining days until expiration, is provided. The left menu allows for quick access to tools needed for updating this information.

Last Updated: 11/6/2025 by Kasey Kramer