What You'll Learn
- Navigate and search the Patient Directory
- Filter, sort, and tag patient records
- Create your first patient and toggle archived records
Your Central Patient Hub
The Patient Directory is the starting point for all patient-related workflows in DeepCura. Found under Patients in the sidebar, this page gives you a unified list of every patient you have created or imported from your EHR. Whether you have a handful of patients or thousands, the directory keeps them organized and instantly accessible.
Browsing the Patient List
When you open the directory, you see a table of patients sorted by the most recently updated record. Each row displays the patient name, unique ID, creation date, last viewed date, status, archive toggle, and tags. You can click any column header to re-sort the list in ascending or descending order.
At the top of the page, a prominent Search bar lets you instantly filter patients by name. As you type, the list updates in real time, narrowing down to matching records. This client-side search works against the patient name field and is case-insensitive.
Creating a New Patient
If you have not added any patients yet, you will see an inviting empty state with a Create First Patient button. Clicking it opens the Create Patient modal, where you enter the patient name (required), phone number, date of birth, and email. After saving, the patient appears immediately in your directory and is ready to receive notes, tasks, and transcripts.
Even after you have existing patients, you can always create new ones by clicking the + New Patient button in the top-right corner of the page.
Active vs. Archived Patients
At the top of the directory, you will find an Archived toggle switch. By default, it is off, and you see only active patients. Toggle it on to view patients you have previously archived. This separation keeps your working list lean while preserving historical records. When viewing archived patients, you can unarchive any individual record to bring it back to the active list.
Patient vs. Task View
A secondary toggle lets you switch between Patient View and Task View. Patient View shows the standard patient table. Task View pivots the page to display all tasks across patients, which is useful when you want a consolidated to-do list. You will learn more about tasks in the next lesson.
Session Counts and Sorting
You can sort patient rows by any column header to reorder the list. Sorting by creation date or last viewed date helps you find recent or dormant patients at a glance.
Bulk Operations
For practices that accumulate a large number of patient records over time, the directory provides bulk archive capabilities. From the actions menu, you can archive your oldest records in batches (for example, the oldest 1,000 patients) to keep the active list manageable. There are also options to soft-delete records from today or from the last-accessed batch if you need to clean up test data.
Team Collaboration
If you work with a team, you may see a Team Invite nudge at the top of the directory encouraging you to invite collaborators. Team members share the same patient directory, so any patient created by one team member is visible to others in the workspace.
Next Steps
Continue to Lesson 3.2 — Patient Records & Tasks.