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Patient Profile

The Patient Profile is the central hub for managing all information related to a specific patient. It provides a comprehensive view of their clinical history, consultations, documents, and personal details.

Patient Header & Highlights

The top of the profile provides immediate access to high-level information and global actions:

  • Quick Demographics: View the patient's full name, gender/birth sex, date of birth, and care modality.
  • Clinical Highlights:
    • Consultations: Count of sessions recorded for the patient during the current month.
    • No-shows: Count of no-shows recorded for the patient during the current month from calendar appointments marked as no-show.
    • Monthly Average: Frequency of visits over the recent months.
    • Medication Adherence: A quick indicator of the patient's adherence status.
  • Meeting Link: Direct access to virtual consultation links when available.
  • Actions:
    • Download Profile: Download a customized PDF report of the patient's clinical record directly in your browser. Clicking the Download Profile button opens a dialog where you can choose which sections to include:
      • Customizable Categories: Select which data sections to include in the generated PDF:
        • Overview: Demographics, clinical evaluation, medical history, medications (current and past), allergies and allergy notes, physical exercise habits, and referral details.
        • Substances: Substance use history and clinical notes, daily beverage consumption (coffee, sodas, tea), and tobacco history.
        • Consultations: Chronological consultation session history (ordered newest to oldest), including session dates, attending therapist, care modality, and clinical notes.
      • Validation: All three categories are selected by default. At least one category must be checked to enable the Download Profile button. If all options are unchecked, the button is disabled and a message prompts you to select at least one.
      • Immediate Direct Download: Unlike the bulk export in Account Settings (which sends an email), this generates a single {first_name}-{last_name}-profile.pdf file that downloads directly to your web browser. For patients with extensive session histories, generation may take a few moments before your browser prompts you to save or open the file.
      • Scope of Content: The download compiles structured records entered into Astral and does not include external files or attachments uploaded to the Documents tab (which can be downloaded individually from that tab).
    • Manage Patient: Access the menu to delete the patient record (requires appropriate permissions).

Note: No-shows are recorded from calendar appointments with assigned patients. In the current calendar workflow, marking an appointment as no-show applies to the whole appointment, so all linked patients receive a no-show count. Individually marking only selected assigned patients is planned for a future update.

Overview

The Overview tab provides a detailed snapshot of the patient's clinical background and personal demographics.

Clinical Background

  • Chief Complaint: The primary reason for the patient's visit.
  • Chief Complaint History: Context and background regarding the current complaint.
  • Diagnosis: Recorded clinical diagnoses for the patient.

Medical History & Allergies

  • Medications: Detailed tracking of both Current and Previous medications, categorized by Psychotropic and Other medications.
  • Allergies: A list of known allergies with a dedicated section for clinical notes.

Physical Exercises

Monitors the patient's lifestyle habits:

  • Regularity: Indicator if the patient exercises regularly.
  • Usage Metrics: Tracking of days per week and hours per day spent on exercise.
  • Types: Specific exercise categories (e.g., Aerobic, Strength, Flexibility).

Referral & Personal Info

  • Referral Information: Records how the patient arrived at the clinic, supporting both Internal (colleague referral) and External sources.
  • Personal Information: Vital demographics including Birth Sex, Nationality, Email, and Mobile Number.

Substances

The Substances page allows for detailed tracking of a patient's substance use, coffee consumption, and tobacco history.

Substance Use

Monitor the use of various substances:

  • Substances: A list of specific substances used by the patient.
  • Notes: Clinical observations or details regarding each substance's usage.

Coffee Use

Detailed tracking of daily consumption patterns for:

  • Coffee: Number of caffeinated beverages per day.
  • Sodas: Daily intake of carbonated soft drinks.
  • Tea: Daily tea consumption.

Tobacco History

A comprehensive record of smoking and tobacco use:

  • Smoker Status: Tracks both current and past smoking status.
  • Product Tracking: Specific products used (e.g., cigarettes, cigars, vaping).
  • Usage Metrics:
    • Packs per day: Quantification of usage.
    • Years smoked: Total duration of use.
    • Quit Date: Recorded for past smokers.

Consultations

Track and manage all clinical encounters with the patient:

  • Previous Consultations: A chronological list of past sessions showing the date, modality, and progress notes.
  • Add Consultation: Create new consultation records directly from the profile.
  • Management: View detailed session overviews or remove records as needed.
  • No-show History: The profile highlights show the patient's no-shows for the current month, helping you understand missed appointments alongside completed consultations.

Documents

Securely store and manage files related to the patient's care:

  • Files List: View all uploaded documents (e.g., external PDF reports, intake forms, scanned records) associated with the patient.
  • Uploads: Switch to upload mode to add new clinical reports or intake forms.
  • Management: Download files for local review or permanently delete obsolete records.

Note: Files stored in the Documents tab are external attachments managed individually. They are not bundled into the "Download Profile" PDF report or the bulk account patient export.