Viewing Patients in Your Team

1. From the sidebar, click Teams
2. The Teams accordion expands to show all teams you belong to
3. Click the name of the team you want to view
4. The Team view opens with the Patients tab active by default (this is the first tab)

The URL will show /teams/teamId?tabindex=0.

The patient table displays the following information for each patient:

Profile Column:

• Profile image with gender icon
• Age badge (calculated from date of birth)
• Overdue action count badge (if applicable)

Name Column:

• First name and last name
• Risk flag icon (hover to see risk reason)
• Gender label
• Date of birth with calculated age
• Medical Record # (hospital number)
• Nat.ID (NHS number)
• Location tag (if set)

Status Column:

• Colour-coded status tag with current status name
• Time since last status update (e.g., "2 days ago")
• Full date/time of last update
• Name of user who last updated the status
• "No Status" if not set

Other Columns:

• Actions: Badge showing count of outstanding actions
• Location: Patient's current location (ward, bed, room)
• Source: Where the patient was transferred from (team-specific)
• My Patient: Tag displayed if you are the responsible clinician

Mobile View: Most columns are hidden on mobile and shown in a detail view format instead.

1. Click the search icon in the top navigation bar
2. A search field appears with placeholder text: "type the patients first or last name ..."
3. Type the patient's first or last name
4. The table updates automatically after 300ms
5. Your search query is saved for this team (persists in session storage)

1. Click the filter icon in the top navigation bar
2. A dropdown menu appears showing:
   • Active Patients (selected by default)
   • No Status (patients without a status)
   • All organisation-defined patient statuses
   • Inactive (if not hidden)
3. Select a status from the list
4. The table updates to show only patients with that status
5. Your filter selection is saved for this team (persists in session storage)

To show handover categories:

1. Click the tree icon in the top navigation bar
2. Toggle the Show Handover Categories: switch to ON
3. Patient rows expand to display team-specific handover category data
4. This setting persists to local storage

To show patient actions:

1. Toggle the Show Actions: switch to ON
2. Each patient row expands to show:
   • List of actions with name, due date/time, and status tag
   • Quick close buttons for each action (2-second confirmation)
   • Create Action button for adding new actions inline
3. This setting persists to local storage

To print your patients only:

1. Click the My Patients button (hover text: "Print MY patients in this team")
2. A PDF generates showing only patients where you are responsible
3. The PDF respects current search/filter settings
4. The PDF downloads automatically

To print all team patients:

1. Click the All Patients button (hover text: "Print ALL patients in this team")
2. A PDF generates showing all patients in the team
3. The PDF respects current search/filter settings
4. The PDF downloads automatically

1. Click the kebab menu (⋮) in the team header
2. Available actions depend on your role:

All team members can:

• Add patient: Create a new patient record or readmit a discharged patient
• Handover all my patients in this team: Transfer responsibility for all your patients in this team
• Take responsibility for all patients: Become responsible for all patients in the team

Team Owners and Administrators can also:

• Rename team: Update the team name
• Add user to team: Invite a new member to join the team
• Manage Handover Categories: Configure team-specific patient fields
• Update Team Memo: Add or edit the team message

Organisation Administrators can also (if chat enabled):

• Update Team Chat Settings: Configure team chat features

1. Click anywhere on a patient row
2. The browser navigates to the individual patient view (/patients/patientId)
3. The patient view opens showing Profile, Actions, Notes, and Log tabs

Default sorting:

• Patients are sorted by last name in descending order

To change sorting:

1. Click a column header (Name, Status, or Location)
2. The sort direction toggles between ascending and descending
3. Your sort preference is saved (persists in session storage)

Pagination:

• Default: 50 patients per page
• Use PREV/NEXT buttons or page numbers to navigate
• Your current page is saved (persists in session storage)