The lower portion of the Patient Dashboard is divided into two principal sections: Medical Data and Care Team .
Medical Data
The Medical Data section contains the following tabs.
Notes
The Notes tab contains the patient's clinical documentation.
From this tab, you can:
•Search existing notes
•Review the note type and associated service
•See who created each note
•View the creation date
•Check whether a note has been signed
•Select Create Note to begin a new note
Treatment Plans
The Treatment Plans tab contains the treatment plans associated with the patient.
Use this area to create, review, and update the patient's treatment plan, including the clinical goals and interventions documented by the care team.
Assessments
The Assessments tab contains the clinical assessments assigned to the patient.
Use it to:
•Review assigned assessments
•Check whether an assessment has been completed
•View submitted results
•Compare results collected at different points in care
Assessment results should be interpreted alongside the clinical encounter and the remainder of the patient's record.
Records
The Records tab stores clinical and medical documents that have been uploaded to the patient's record.
From this tab, you can:
•Search uploaded documents
•Select Upload Document to add a PDF
•Review the document name
•See who uploaded the document
•View the date on which it was added
•Remove a document when appropriate
This area is intended for uploaded records such as medical histories, reports, referral documents, or other clinically relevant PDFs.
Forms
The Forms tab allows you to send forms to the patient and monitor their completion.
To send a form:
•Open the Forms tab.
•Select Send Form .
•Choose between My Forms and Other Forms .
•Search for the required form or upload a new one.
•Select Preview if you want to review the form first.
•Select the form and continue to send it to the patient.
Patients can securely review and complete assigned forms through either the PrecisionMind Patient App or the PrecisionMind Patient Portal.
The Forms tab displays when each form was sent and, once completed, the date on which the patient submitted it.
Medications
The Medications tab provides access to the patient's prescribing information.
It is divided into:
•Prescriptions
•Allergies
•Rx Diagnosis
Within Prescriptions , you can:
•Search the patient's medication list
•Review the medication name and instructions
•Check whether the medication is active
•View when it was last modified
•Select Add Custom Prescription to enter a prescription manually
•Select Connect DrFirst Portal to access the connected prescribing workflow
Medication information should be reviewed for accuracy as part of the clinical encounter.
Transcripts
The Transcripts tab contains transcripts generated from eligible telehealth and onsite appointments.
Each entry displays:
•Patient name
•Appointment type
•Appointment date
•Start and end time
Select View Transcript to open a transcript.
Transcripts can also be deleted and completely wiped from the record if you prefer to remove them after the note has been created.
Transcription may be used for a future scheduled appointment or an instant appointment. For an onsite visit, the clinician joins the meeting workspace to record and transcribe the encounter. For telehealth, the transcript is generated from the virtual appointment.
Care Team
Select Care Team to view the clinicians currently assigned to the patient.
The patient's Primary Clinician is clearly identified. Additional clinicians involved in the patient's care appear in separate cards.
From this section, you can:
•Review the patient's current care team
•Identify the Primary Clinician
•Select Add Clinician to add another clinician
•Select Remove to remove an additional clinician
The actions available may depend on your role and practice permissions.