View patient information

Australia Healthcare and Life Sciences

Release

australia

ft:locale

en-US

ft:publication_title

Australia Healthcare and Life Sciences

ft:clusterId

hcls

bundleId

hcls

workflow

Customer and Industry

View patient information in Workspace

Release version: Australia

Updated March 12, 2026

2 minutes to read

Summarize

Summarized using AI

Summary of View Patient Information in Workspace

The 360-degree view of patient information in Workspace allows healthcare professionals to access comprehensive patient details for effective service delivery. This feature provides an overview of a patient's personal, insurance, and medical details, enabling quick and informed decision-making in healthcare settings.

Show full answer Show less

Key Features

Personal Details: Displays essential information such as name, date of birth, social security number, contact information, and address.
Insurance Details: Provides insurance information, including member number, effective dates, and subscriber name.
Household Members: Lists individuals related to the patient, with options to view their relationship details.
Health Conditions: Shows the number of health conditions, allowing users to click for a detailed list.
Medications: Indicates the number of medications, with a link to view specifics.
Allergies: Displays the number of allergies, which can be expanded for more information.
Immunizations: Provides a count of vaccines administered, clickable for detailed information.
Cases Overview: Features a donut chart representing healthcare cases by status, with clickable segments for detailed views.
Claims Overview: Similar donut chart for claims associated with the patient, allowing for easy navigation by status.
Recent Interactions: Lists past interactions for the patient, with options to drill down for details.
Appointments: Shows scheduled appointments, with links to detailed appointment information.
Record Information: Contextual panel for viewing the patient record overview, case timeline, and SLA time remaining.
Agent Assist: A side panel for searching healthcare cases from interactions, enhancing workflow efficiency.

Key Outcomes

By utilizing the patient information view in Workspace, healthcare providers can enhance patient care through immediate access to vital information, streamline case management, and improve overall operational efficiency. Customization options through UI Builder allow administrators to tailor the workspace to meet specific organizational needs.

With the 360-degree view of a patient in Workspace, you can access the patient details anytime for any healthcare services.

The Patient information overview tab in Workspace provides several details about a patient enabling 360-degree view of the patient. The related list is displayed on the Interaction and Healthcare Case forms.

Note:

Your administrator can configure the Workspace to modify the patient information by using UI Builder. This topic discusses the default view for the patient information. For information about UI Builder, see UI Builder.

The overview tab for a patient in the healthcare workspace displaying various widgets containing patient information. For the text description, refer to the Patient information displayed in Workspace section. — Figure 1. Patient information

Table 1. Patient information displayed in Workspace
Details	Description
Personal details	Personal details of the patient including the name, date of birth, social security number (SSN), home phone number, email ID, and home address.
Insurance details	Insurance details of the patient including the member number, effective from date, RxBin number, RxGroup number, group number, effective to date, RxPCN number, and subscriber name.
Household members	Members of the household associated with the patient. Click the member name or responsibility to view the household member relationship details with the patient.
Conditions	Number of health conditions observed in the patient. Click the number to view a list of conditions associated with the patient.
Medications	Number of medications taken by the patient. Click the number to view a list of medications associated with the patient.
Allergies	Number of allergies observed in the patient. Click the number to view a list of allergies associated with the patient.
Immunizations	Number of vaccines administered for the patient. Click the number to view a list of immunizations associated with the patient.
Cases overview	Donut chart displaying healthcare cases associated with the patient by status. Click a status slice to view a list of cases in that status.
Claims overview	Donut chart displaying claims associated with the patient by status. Click a status slice to view a list of claims in that status.
Recent interactions	List of interactions that have been created for the patient. Click an interaction number to view more details about the interaction.
Appointments	List of appointments scheduled for the patient. Click an appointment number to view more details about the appointment.
Record Information	Contextual side panel used for viewing an overview of a patient record, the case timeline, and the time remaining out of the total SLA time associated with the healthcare case.
Agent assist	Contextual side panel used for searching for cases from an interaction. By default, the available search sources include healthcare cases.