Patient Management

Create, organize, and manage patient encounters in the patient panel. Track documentation status across HPI, Exam, and MDM.

The patient panel keeps your shift organized — create patients, track documentation progress, and switch between encounters instantly. Think of it as your digital track board inside palmER.

The Patient Panel

The patient panel is where you manage all your current patients:

Desktop — the patient panel is the left sidebar, always visible alongside your documentation workspace.
Mobile — open platform.palm-er.com in your mobile browser to access the patient panel. This is also where you tap Start Ambient Scribe to begin capturing an encounter.

Each patient card displays:

Room number
Demographics
Chief complaint
Documentation badges — colored indicators showing which sections (HPI, Exam, MDM) have been generated
Timestamp — when the patient was created

Patients are organized into two sections:

Active — current encounters you're working on
Completed — encounters you've finished charting

Below the patient list, a TOOLS section provides quick access to ConsultER, Chart CheckER, and palmEM AI Reference.

Creating a Patient

Tap the + button

In the patient panel header, tap the + button (or tap New Patient on mobile) to create a new patient card.

Fill in patient details

A new card appears with fields for room number, age, gender, and chief complaint. Tab through each field or tap to edit.

Save the patient

Press Enter or Tab through the last field to save. The patient card appears in the active section and is automatically selected. Press Escape to cancel.

Editing Patient Info

Tap the more options menu (⋯) on any patient card → Edit Patient Info to enter edit mode
Tab cycles through fields: room → age → gender → chief complaint
Press Enter to save your changes, or Escape to cancel

Patient Status

Active

Active patients are encounters you're currently working on. They appear at the top of the patient panel and are the default view.

Completed

When you've finished charting a patient, mark them complete:

Tap the more options menu (⋯) on the patient card → Mark Complete
The card moves to the Completed section below active patients

To bring a patient back to active:

Tap the more options menu (⋯) → Restore

Sorting & Preferences

Tap the options menu (three dots next to "Patients" in the panel header) to access:

Sort by: Newest first, Oldest first, Room ascending, Room descending
24-hour time toggle: Switch between 12-hour and 24-hour timestamps
Clear Patient List: Delete all patients (requires confirmation)

Your sort preference and time format are saved to your account.

Switching Between Patients

Tap a patient card to select it — documentation loads immediately
On mobile: tap the selected card again to deselect and return to the patient list
Switching patients is instant — your documentation for each patient is preserved

The activity bar (the icon rail on the far left of the screen) lets you switch between the assistant sidebar and the patient panel. The TOOLS section at the bottom of the patient panel links to the same tools available in the assistant sidebar — ConsultER, Chart CheckER, and palmEM AI Reference.

Privacy

All patient data auto-deletes within 48 hours. No audio is ever stored. See Ambient Scribing — Privacy & Security for full details.