Viewing Patients in a Stage
Steps
- Navigate to Pipelines in the sidebar.
- Click on the pipeline you want to work in.
- Patients in each stage are visible by default.
Searching within a stage
Use the search bar above the patient list to find a patient by:
- Name
- Phone number
- Email address
Filtering by practitioner
Use the Practitioner filter to show only patients assigned to a specific GP or specialist.
Patient information shown
Each patient card in a stage shows:
- Patient name
- Assigned practitioner
Viewing a patient's tasks from the pipeline board
Click anywhere on a patient card (not the ⋯ menu) to open the patient tasks sheet. This shows all tasks linked to that patient.
- If the patient has one task, the task detail opens directly.
- If the patient has multiple tasks, you'll see a list — click any task to open its detail.
- If the patient has no tasks, the sheet shows "No tasks found for this patient."
This is useful for checking the current task status without leaving the pipeline view.