Patients
The primary patient management view. Sortable table with filter tabs and full patient detail panel.
Tabs
| Tab | Filter | Count |
|---|---|---|
| Active | status === 'active' | 17 |
| Prospects | status === 'prospect' | 4 |
| All | No filter | 21 |
Patient Table Columns
| Column | Sortable | Description |
|---|---|---|
| Patient Name | Yes (default, ascending) | Full name, clickable to open detail |
| DOB | Yes | Formatted date (e.g., "Jan 16, 2023") |
| Age | Yes | Calculated from DOB (e.g., "3y 2mo", "5 mo") |
| Plan | Yes | Current tier name (Orion, Lyra, etc.) with colored badge |
| Monthly Fee | Yes | Dollar amount |
| Next Wellness | Yes | Date and check type (e.g., "Apr 6, 2026 (6 months)") |
| Plan Change | Yes | Next tier transition date and new fee |
| Actions | No | Edit button + Delete button |
Search
- Text search field filters patient table in real-time
- Searches across patient name fields
Actions
- + Add Patient — Opens add patient modal
- Export CSV — Downloads patient data as CSV file
Patient Detail View
Slide-in panel that replaces the table view when a patient name is clicked.
Header
- Patient initials avatar (colored circle)
- Full name, age, and current plan badge
- Edit button
Metrics Row
| Metric | Example |
|---|---|
| Monthly Fee | $295 |
| Annual Value | $3,540 |
| Date of Birth | Jan 28, 2026 |
| Next Plan Change | May 1, 2026 — $295 → $225 (Lyra) |
Contact Info
- Parent/Guardian name
- Phone number
- Email address
EMR Actions
- Upcoming billing changes with specific instructions
- Example: "Change billing in EMR — Update from $295/mo to $225/mo (Lyra plan) effective May 1, 2026"
Wellness Check Timeline
- Visual timeline of all scheduled wellness checks
- Each check shows: date, month milestone, urgency badge
- Checks: This month (red), Upcoming (gray circle), Past/completed
Payment Status
- Current month paid/unpaid toggle
- "Mark as Paid" button
Google Review
- Track whether family has left a Google review
- "Mark as Reviewed" toggle
- "Send Review Request" button
Visit Log
- + Log Visit — Record office visits
- Home Visit — Record home visits with structured checklist
- Visit entries show date, type, and notes
Notes
- + Add Note — Timestamped notes
- Free-text notes with date stamps
Add/Edit Patient Modal Fields
| Field | Type | Required | Notes |
|---|---|---|---|
| First Name | Text | Yes | |
| Last Name | Text | Yes | |
| Date of Birth | Date | Yes | Drives tier/wellness calculations |
| Status | Select | Yes | Active Member / Prospect |
| Parent/Guardian Name | Text | No | |
| Phone | Tel | No | |
| No | |||
| Family | Select | No | Existing families + "Create New" |
| Referred By | Text | No | Tracks referral sources |
| Notes | Textarea | No | |
| Override Monthly Fee | Number | No | Leave blank for auto-pricing |
Prospect-Only Fields (shown when Status = Prospect)
| Field | Type | Notes |
|---|---|---|
| Pipeline Stage | Select | Inquiry / Meet & Greet / Scheduled Visit / Ready to Enroll |
| Due Date | Date | Expected delivery date |