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OutSmart Guide

Client Workspace Overview

The patient workspace is the page that holds everything about one patient. Its title at the top left reads Client Workspace. From here you can read their charts, open their documents, see what they have been recommended, check what they owe, and leave a note for the rest of the team, without going anywhere else.

If you came from paper records, the workspace is the patient’s whole folder. A single chart is one page inside that folder.

The patient workspace. Across the top are the page title Client Workspace, a dropdown naming the patient, and three buttons. Down the left are the patient card with photo, name and contact details, then Schedule History listing three appointments, then Transaction History, then Family Doctor Info. On the right is a panel of tabs reading Medical Summary, Charts, Smart Forms, Documents, Patient Access, Products, Labs and Payment Methods, with the Medical Summary open underneath, and below that a Notes panel with an empty box reading Add a new note here.

The patient workspace. The patient card and the history panels run down the left, and the tabs and the Notes panel fill the right. Click the picture to see it full size.

Opening The Workspace

The quickest way is the search box at the top of every page. Type the patient’s name, click them in the results, then click Patient Workspace.

You can also get there from:

  • The Daily Schedule card on your dashboard. Click the patient’s name on their appointment row.
  • The calendar. Click an appointment, then open the workspace from the appointment card.
  • The patient list. Each row has a small card button on the right, labelled Go To Patient Workspace when you hover over it.
  • A chart you already have open. Use the chart’s More Actions menu.

Once you are on the page, the dropdown at the top names the patient you are looking at. Use it to switch to another patient without leaving the workspace.

The Buttons At The Top

Three buttons sit beside the patient’s name at the top of the page. Hovering over each one tells you what it does.

ButtonWhat it does
Create New Medical ChartStarts a new chart for this patient
Create Patient CorrespondenceWrites a letter about this patient with AI help
Patient Workspace SettingsOpens a panel of settings for the workspace itself

The settings panel holds two choices. Select Labels to display Workspace Alerts decides which labelled notes are treated as alerts for this patient. Default Dispensary For Product Ordering decides which dispensary is picked for you when you order a product from this page.

Down The Left: The Patient And Their History

PanelWhat is in it
The patient cardPhoto, name, age, pronouns, date of birth, gender, health card number and OSID, then the phone numbers, address and email address. Underneath are Referred by, Newsletter and Labels. See Copying A Patient’s Details for the buttons in its corner
Schedule HistoryTheir appointments, with the date, the practitioner, the office and the status of each one
Transaction HistoryTheir invoices, with the balance, the dispensary and the fulfillment status
Family Doctor InfoA free text box for their family doctor’s details
Insurance InformationTheir insurance provider, policy number and policy dates

On The Right: The Tabs

The panel on the right is a row of tabs. Click one to change what is underneath it.

TabWhat is in it
Medical SummaryWhat your charts have recorded about this patient, gathered onto one screen. See Medical Summary
ChartsEvery chart for this patient, with the option to show deleted ones
Smart FormsThe Smart Forms sent to this patient and the ones they have sent back, and a button to send another
DocumentsThe files on this patient’s record
Patient AccessWhat this patient can reach, including their access code. Clinics without the OutSmart Store see this tab named Medical Access Code
ProductsThe products recommended to this patient and what they have bought
LabsLab tests for this patient. This tab is there only for clinics with lab management
Payment MethodsThe cards saved against this patient

Underneath The Tabs: Notes

The Notes panel sits below the tabs. Notes are attached to the patient rather than to a visit, so everyone on your team sees them whenever they open this patient, no matter which appointment they are working on. The box reading Add a new note here is where a new one starts.

See Workspace Notes for labelling notes and for where a labelled note shows up elsewhere in OutSmart.

Choosing Between The Workspace And A Chart

The workspace answers “what do I know about this patient”. A chart answers “what happened at this visit”. Both link to each other, so the useful habit is knowing which question you are asking.

Reading a lab result while writing a chart is a workspace question, so use the Documents tab. Comparing today’s findings with the last visit is a chart question, so open the previous chart. Checking what the patient is currently taking is a workspace question, so use the Medical Summary.