The Patient View

The tabs and cards that open when you click a patient, and what each one tells you

Clicking a card opens the patient beside the board. The view gathers what the stage asks of you, what is known about the patient, what has happened so far and the form to fill. The actions themselves, recording a call, submitting the form, moving or assigning the patient, are on the next pages.

The Header

Control	Meaning
Update Call Status	Records the outcome of a call: Not Interested, Didn't Pick Up or Call Back Later (see Recording Calls)
More actions	Opens Select Stage and Assign Agent (see Moving and Assigning)
WhatsApp and Widget icons	Open the patient's conversation on that channel

The Tabs

Tab	What it holds
Overview	The stage's work and the patient's essentials, described below
Patient Information	The hospital record matched by phone: Patient Profile, OPD History, IP/Admission History and Billing History
Medical History	Reports, vitals and documents from the hospital record
Logs	Every change on the patient, newest first
Tasks	The tasks of the current stage

A Feedback panel sits beside every tab except Medical History (see Forms, Notes and Follow-ups).

Overview

Card	What it shows	What you can do
User profile	The patient's first five attributes	See All for the rest; the pencil opens Edit User Profile, where + Add More adds an attribute and Save stores the changes
AI Summary and What to do now?	IVY's summary of the patient and the suggested next action, with the lines Task instructions, Care Manager Stage and Lead Journey	Read; "No summary generated yet." until IVY has written one
Tasks to be done	The text of the stage's tasks	Read; "No tasks assigned" when the stage has no task text
Instructions	The stage's agent instructions	Read; "No instructions provided" when empty
List	The customer lists the patient is on	Add to or remove from a list
Tags	The patient's tags	Add or remove tags; they show on the card at once
Notes	Notes written by agents	Add Note, type, Save; see Forms, Notes and Follow-ups
Previous stages	Each earlier stage with its event, Stage Name, Workflow Name, Stage Created At and Assigned Agent	View Feedback reopens the form submitted in that stage, read only

"No Previous Stages" with "This is the first stage in the workflow" means the patient has not moved yet.

Tasks

Each task of the current stage is a block:

Field	Meaning
Title	The task text from the stage, CALL_TASK for a call task, FEEDBACK SCHEDULED for a follow-up
Status tag	Completed when resolved; otherwise Overdue, Today or Upcoming from its due time
Task Id	The task's number
Follow-up time	Shown on a FEEDBACK SCHEDULED task: the time the patient asked for
Task Status	Requesting while open
Due Time	When the task falls due
Task Created At	When the stage created it
Assigned Agent	The initials of the agent holding it

"No Tasks Available" means the stage created none yet; Retry reloads the list after "Couldn't load tasks".

Logs

Logs groups every change under Today, Yesterday and then by month: assignments, status changes, attribute updates, tag changes and form submissions, each with its time. Load More reaches further back. "No Logs Available" means nothing has been recorded on this conversation.

Patient Information and Medical History

Both tabs look up the hospital patient by the phone number on the lead:

Patient Information shows the profile and the OPD, admission and billing history; "No patient information found" and "No billing information found" mark empty sections.
Medical History shows documents, vitals and reports with View and Hide, a Patient selector when several hospital patients share the number, an upload button, and an "IVY says" summary. "No phone number", "Patient not found" and "Nothing here yet" explain an empty tab.