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The organization panel

One view of every patient a practice follows, scoped by role; Open on a row opens that patient's whole dashboard, Archive closes a patient out of the program.

2 min readUpdated For: organization, clinician

Staff monitor all of the patients from one view on the back end, and can open each patient's account individually. The panel is that view. A provider sees My patients; staff see their assigned providers' patients; a location admin their location; a practice group admin every location of their practice group; an organization admin the whole organization with a Provider filter, and a Practice group filter when the organization has practice groups. A stat strip (patients, open alerts, unread feed, readings today, enrollments pending), then one row per patient: name, primary provider, last reading, open alerts and how old, unread feed, enrollment status, and two actions: Open (the whole care-team dashboard opens for that patient; Back to panel returns) and Archive (for an admin over the patient's location or the primary provider). Archive asks why the patient is leaving the program (moved to another facility, discharged from the program, passed away, family ended it, or other with a note), ends the enrollment the same way End always has (every access off, the organization's sponsorship ended, a notice to the primary provider with no name and no reason), and opens the patient's place. Archived shows those patients with the reason and the date.

Beside the patients, the panel shows how many places are in use: N of M patients, where N counts enrolled and invited patients and M is the free number while the organization is in preview, or the patients the plan includes once it is signed (or says there is no cap). Next to it, this month's estimated reimbursement opportunity for the patients shown, with a door to the full report on Reports; it is an estimate only, and what's paid depends on your payers, your documentation and each claim.

The bell at the top of every organization page counts what is new in Feed and alerts for the patients you may see since you last opened it; opening it shows the newest few, clears the count, and See all goes to Feed and alerts.

The panel has six doors: Panel, Feed and alerts, Patients, Team, Reports, Settings, and under You: My account and Suggest a feature. Sign in at the IDC Team sign-in with your email and password; an active organization membership lands you on the panel. The first time, a short welcome and a Getting started checklist show you what to do first.

What it looks like

Screens at phone width, with sample names — no real person’s information.

The organization panel: the stat strip and one row per patient.
The organization panel: the stat strip and one row per patient.
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