Human-confirmed labels that stay on the chart after a cohort membership is accepted.
0, active
No accepted chart labels yet. Cohort memberships and review tasks still appear below before anything is accepted.
Cohort memberships
Patient-list membership from saved cohort runs. These are source lists, not task status or accepted chart labels.
2, current
Frailty / Falls review cohort
Chart evidence: Flag: dementia dementia_care_plan_due medium new Dementia care plan review Cognitive disorder documented; care plan, caregiver supports, medication safety, and adv...
No review task has been created from this cohort for this patient yet.
Smoking / Lung Screening review cohort
Chart evidence: Flag: frailty_falls recurrent_falls high new Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Care...
Open review tasks
5
New, in review, or accepted tasks
Last visit
2026-03-06
Appointment or derived chart contact
Latest A1c
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8.1 %
2026-02-22
Latest BP
138 mmHg / 76 mmHg
2026-04-05
Extracted signals
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0
Optional text signals
Chart volume
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56
6 notes, 3 reports
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A compact view of what needs attention before opening the full imported record.
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Review priority
2
active signal
s
Open review tasks
5
Future-dated
0
Signal review
0
Needs attention before chart use
Review these before relying on the imported record clinically.
Optional text-derived evidence extracted beside the imported chart. Each signal stays traceable to source text.
No extracted signals for this patient
Reprocess an import with text enrichment to attach suggested evidence to this patient record.
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Most recent values are summarized here so the timeline can stay readable.
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Recent chart, workflow, AI, cohort, and audit events shown in the user's local time.
42, more source rows below
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Recent Notes
Latest narrative evidence, clipped for scanning.
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Reports
Recent report headers and excerpts.
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Full Imported Source Data
Audit view for imported records. Kept collapsed so the working chart remains usable.
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PHM Worklist Actions
PHM saved action
PHM action: INFLUENZA_RECALL_DUE
status=snoozed | imported | next review=2026-06-09 | Review evidence for Influenza immunization recall; confirm appropriateness before contacting patient.
PHM saved action
PHM action: RECURRENT_FALLS
status=needs_review | imported | outreach=phone 2026-03-24 17:45 | next review=2026-06-09 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
PHM saved action
PHM action: DEMENTIA_CARE_PLAN_DUE
status=in_review | imported | next review=2026-06-16 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
PHM saved action
PHM action: UNCONTROLLED_HBA1C
status=needs_review | imported | next review=2026-06-16 | Review evidence for HbA1c above target; confirm appropriateness before contacting patient.
Extracted signals
Latest Measurements
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There are no items to display.
0-0 of 0
Measure
Latest
Date
Previous
Trend
Hba1c
8.1 %
2026-02-22
7.2 %
+0.9
Systolic Bp
138 mmHg
2026-04-05
136 mmHg
+2.0
Diastolic Bp
76 mmHg
2026-04-05
72 mmHg
+4.0
Bmi
21.8 kg/m2
2025-12-20
No previous
Reference
Egfr
68 mL/min/1.73m2
2026-05-28
No previous
Reference
Ldl Cholesterol
2.9 mmol/L
2026-01-24
3.7 mmol/L
-0.8
Fasting Glucose
9.5 mmol/L
2026-03-19
9.7 mmol/L
-0.2
Smoking Status
never smoker
2025-09-30
No previous
Reference
Page 1 / 1
Timeline
cohort_run
Cohort: Frailty / Falls review cohort
completed | Chart evidence: Flag: dementia dementia_care_plan_due medium new Dementia care plan review Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed. clinical_note | Flag: frailty_falls recurrent_falls high new Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Clinical note: SOAP note T2DM review. Home glucose pattern limited due to missed checks. Discussed nutrition, exercise, foot care, and medication adherence. Plan: repeat HbA1c and review cardiovascular/renal risk. | Clinical note: SOAP note Cognitive follow-up. Family reports stable memory with reminders. Reviewed medication safety, driving/safety, caregiver stress, and community supports. | probable
cohort_run
Cohort: Smoking / Lung Screening review cohort
completed | Chart evidence: Flag: frailty_falls recurrent_falls high new Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Care element: smoking_status never smoker form | probable
phm_workflow
PHM action: INFLUENZA_RECALL_DUE
status=snoozed | imported | next review=2026-06-09 | Review evidence for Influenza immunization recall; confirm appropriateness before contacting patient.
phm_workflow
PHM action: RECURRENT_FALLS
status=needs_review | imported | outreach=phone 2026-03-24 17:45 | next review=2026-06-09 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
phm_workflow
PHM action: DEMENTIA_CARE_PLAN_DUE
status=in_review | imported | next review=2026-06-16 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
phm_workflow
PHM action: UNCONTROLLED_HBA1C
status=needs_review | imported | next review=2026-06-16 | Review evidence for HbA1c above target; confirm appropriateness before contacting patient.
clinical_flag
Influenza immunization recall
new | low | structured_fact | No recent influenza immunization evidence within the synthetic seasonal window.
clinical_flag
Recurrent falls risk
new | high | clinical_note | Recent note documents 2 fall(s) in the past year with frailty/gait concerns.
clinical_flag
Dementia care plan review
new | medium | clinical_note | Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed.
clinical_flag
Urine ACR overdue
accepted | medium | active_cohort_automation | Patient has diabetes and no recent urine ACR evidence within the synthetic monitoring window.
clinical_flag
HbA1c above target
in_review | high | structured_fact | Latest HbA1c 8.1% suggests above-target glycemic control and needs clinician review.
alert
Diabetes control flag: HbA1c above target
Generated from longitudinal lab trend.
note
SOAP note
T2DM review. Home glucose pattern limited due to missed checks. Discussed nutrition, exercise, foot care, and medication adherence. Plan: repeat HbA1c and review cardiovascular/renal risk.
note
consult
Atrial fibrillation follow-up. Patient reports no chest pain. Plan: continue guideline-oriented risk management and monitor labs.
SOAP note
T2DM review. Home glucose pattern limited due to missed checks. Discussed nutrition, exercise, foot care, and medication adherence. Plan: repeat HbA1c and review cardiovascular/renal risk.
consult
Atrial fibrillation follow-up. Patient reports no chest pain. Plan: continue guideline-oriented risk management and monitor labs.
SOAP note
Cognitive follow-up. Family reports stable memory with reminders. Reviewed medication safety, driving/safety, caregiver stress, and community supports.
SOAP note
BP reviewed. Home readings mostly controlled. Reviewed sodium, adherence, and medication tolerance.
Screening
colonoscopy complete
Laboratory
HbA1c, fasting glucose, lipid panel, creatinine/eGFR, and urine ACR reviewed for diabetes follow-up.
Consult
Consult follow-up for Atrial fibrillation. Risk factor optimization, medication adherence, symptom surveillance, and return precautions reviewed.
Patient Context
ProviderEric Lavoie
LanguageFarsi
Phone416-555-6266
Emailmichael.crawford13@example.test
Sourcestructured_json
Review tasks
Influenza immunization recall
No recent influenza immunization evidence within the synthetic seasonal window.
Open clinical review items need status, assignment, or closure.
A1c above review threshold
Latest HbA1c is 8.1 % on 2026-02-22.
Active problems
5
Frailty risk
active
Alzheimer-type dementia
F03
active
Atrial fibrillation
I48
active
Essential hypertension
I10
active
Type 2 diabetes mellitus
E11
active
Active medications
6
ASA 81 mg
81 mg daily
Rosuvastatin
20 mg daily
Candesartan
8 mg daily
Ramipril
5 mg daily
Metformin XR
All timeline rows (56)
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Page 1 / 1
All care elements (29)
Egfr
68 mL/min/1.73m2
2026-05-28
Diastolic Bp
76 mmHg
2026-04-05
Systolic Bp
138 mmHg
2026-04-05
Fasting Glucose
9.5 mmol/L
2026-03-19
Cancer Screening
colonoscopy complete
2026-03-16
Hba1c
Date
Type
Title
Detail
cohort_run
Cohort: Frailty / Falls review cohort
completed | Chart evidence: Flag: dementia dementia_care_plan_due medium new Dementia care plan review Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed. clinical_note | Flag: frailty_falls recurrent_falls high new Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Clinical note: SOAP note T2DM review. Home glucose pattern limited due to missed checks. Discussed nutrition, exercise, foot care, and medication adherence. Plan: repeat HbA1c and review cardiovascular/renal risk. | Clinical note: SOAP note Cognitive follow-up. Family reports stable memory with reminders. Reviewed medication safety, driving/safety, caregiver stress, and community supports. | probable
cohort_run
Cohort: Smoking / Lung Screening review cohort
completed | Chart evidence: Flag: frailty_falls recurrent_falls high new Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Care element: smoking_status never smoker form | probable
phm_workflow
PHM action: INFLUENZA_RECALL_DUE
status=snoozed | imported | next review=2026-06-09 | Review evidence for Influenza immunization recall; confirm appropriateness before contacting patient.
phm_workflow
PHM action: RECURRENT_FALLS
status=needs_review | imported | outreach=phone 2026-03-24 17:45 | next review=2026-06-09 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
phm_workflow
PHM action: DEMENTIA_CARE_PLAN_DUE
status=in_review | imported | next review=2026-06-16 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
phm_workflow
PHM action: UNCONTROLLED_HBA1C
status=needs_review | imported | next review=2026-06-16 | Review evidence for HbA1c above target; confirm appropriateness before contacting patient.
clinical_flag
Influenza immunization recall
new | low | structured_fact | No recent influenza immunization evidence within the synthetic seasonal window.
clinical_flag
Recurrent falls risk
new | high | clinical_note | Recent note documents 2 fall(s) in the past year with frailty/gait concerns.
clinical_flag
Dementia care plan review
new | medium | clinical_note | Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed.
clinical_flag
Urine ACR overdue
accepted | medium | active_cohort_automation | Patient has diabetes and no recent urine ACR evidence within the synthetic monitoring window.
clinical_flag
HbA1c above target
in_review | high | structured_fact | Latest HbA1c 8.1% suggests above-target glycemic control and needs clinician review.
alert
Diabetes control flag: HbA1c above target
Generated from longitudinal lab trend.
care_element
egfr
note
SOAP note
T2DM review. Home glucose pattern limited due to missed checks. Discussed nutrition, exercise, foot care, and medication adherence. Plan: repeat HbA1c and review cardiovascular/renal risk.
note
consult
Atrial fibrillation follow-up. Patient reports no chest pain. Plan: continue guideline-oriented risk management and monitor labs.
care_element
diastolic_bp
care_element
systolic_bp
note
SOAP note
Cognitive follow-up. Family reports stable memory with reminders. Reviewed medication safety, driving/safety, caregiver stress, and community supports.
care_element
fasting_glucose
report
Screening
colonoscopy complete
care_element
cancer_screening
colonoscopy complete
appointment
same-day concern
completed
care_element
hba1c
report
Laboratory
HbA1c, fasting glucose, lipid panel, creatinine/eGFR, and urine ACR reviewed for diabetes follow-up.
care_element
immunization
COVID-19 vaccine documented
care_element
ldl_cholesterol
care_element
bmi
note
SOAP note
BP reviewed. Home readings mostly controlled. Reviewed sodium, adherence, and medication tolerance.
appointment
chronic disease review
no_show
note
SOAP note
Falls review. Patient reports 2 fall(s) in the past year, gait speed reduced, and fear of falling. Medication list and home safety reviewed.
care_element
smoking_status
never smoker
care_element
hba1c
care_element
ldl_cholesterol
care_element
fasting_glucose
care_element
ldl_cholesterol
report
Consult
Consult follow-up for Atrial fibrillation. Risk factor optimization, medication adherence, symptom surveillance, and return precautions reviewed.
note
SOAP note
Follow-up visit. Medication list reviewed, allergies checked, and preventive care status discussed. Patient reports variable energy. Plan: update labs/vitals and arrange follow-up as clinically indicated.