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: diabetes_prediabetes prediabetes_risk medium new Prediabetes range HbA1c Latest HbA1c 5.8% falls in the prediabetes range without a diabetes problem-list dia...
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 accepted Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note |...
Open review tasks
4
New, in review, or accepted tasks
Last visit
2026-03-20
Appointment or derived chart contact
Latest A1c
5.8 %
2026-02-14
Latest BP
111 mmHg / 75 mmHg
2025-10-02
Extracted signals
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0
Optional text signals
Chart volume
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37
6 notes, 0 reports
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A compact view of what needs attention before opening the full imported record.
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Review priority
1
active signal
Open review tasks
4
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.
23, 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.
No reports imported
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: PNEUMOCOCCAL_REVIEW_DUE
status=booked | imported | next review=2026-06-23 | Review evidence for Pneumococcal immunization review; confirm appropriateness before contacting patient.
PHM saved action
PHM action: RECURRENT_FALLS
status=new | imported | outreach=phone 2026-03-21 12:15 | next review=2026-06-23 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
PHM saved action
PHM action: DEMENTIA_CARE_PLAN_DUE
status=new | imported | next review=2026-06-09 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
Extracted signals
Latest Measurements
Select
There are no items to display.
0-0 of 0
Measure
Latest
Date
Previous
Trend
Hba1c
5.8 %
2026-02-14
5.8 %
0.0
Systolic Bp
111 mmHg
2025-10-02
116 mmHg
-5.0
Diastolic Bp
75 mmHg
2025-10-02
69 mmHg
+6.0
Bmi
20.8 kg/m2
2026-01-08
No previous
Reference
Egfr
97 mL/min/1.73m2
2023-10-23
No previous
Reference
Smoking Status
current smoker
2026-01-06
No previous
Reference
Page 1 / 1
Timeline
cohort_run
Cohort: Frailty / Falls review cohort
completed | Chart evidence: Flag: diabetes_prediabetes prediabetes_risk medium new Prediabetes range HbA1c Latest HbA1c 5.8% falls in the prediabetes range without a diabetes problem-list diagnosis. structured_fact | Flag: dementia dementia_care_plan_due medium in_review 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 accepted Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Clinical note: SOAP note Cognitive follow-up. Family reports missed bills. 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 accepted Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Care element: smoking_status current smoker form | probable
phm_workflow
PHM action: PNEUMOCOCCAL_REVIEW_DUE
status=booked | imported | next review=2026-06-23 | Review evidence for Pneumococcal immunization review; confirm appropriateness before contacting patient.
phm_workflow
PHM action: RECURRENT_FALLS
status=new | imported | outreach=phone 2026-03-21 12:15 | next review=2026-06-23 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
phm_workflow
PHM action: DEMENTIA_CARE_PLAN_DUE
status=new | imported | next review=2026-06-09 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
clinical_flag
Pneumococcal immunization review
accepted | medium | active_cohort_automation | Older adult with no pneumococcal immunization evidence in the synthetic chart.
clinical_flag
Influenza immunization recall
dismissed | low | structured_fact | No recent influenza immunization evidence within the synthetic seasonal window.
clinical_flag
Recurrent falls risk
accepted | high | clinical_note | Recent note documents 2 fall(s) in the past year with frailty/gait concerns.
clinical_flag
Dementia care plan review
in_review | medium | clinical_note | Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed.
clinical_flag
Prediabetes range HbA1c
new | medium | structured_fact | Latest HbA1c 5.8% falls in the prediabetes range without a diabetes problem-list diagnosis.
note
SOAP note
Pain follow-up for chronic neck pain. Function, sleep, mood, non-pharmacologic options, and medication risks reviewed. Pain score 9/10.
note
preventive care
HbA1c in prediabetes range. Discussed weight, activity, nutrition, sleep, and repeat testing. No confirmed diabetes diagnosis documented.
appointment
same-day concern
completed
note
SOAP note
Cognitive follow-up. Family reports missed bills. Reviewed medication safety, driving/safety, caregiver stress, and community supports.
SOAP note
Pain follow-up for chronic neck pain. Function, sleep, mood, non-pharmacologic options, and medication risks reviewed. Pain score 9/10.
preventive care
HbA1c in prediabetes range. Discussed weight, activity, nutrition, sleep, and repeat testing. No confirmed diabetes diagnosis documented.
SOAP note
Cognitive follow-up. Family reports missed bills. Reviewed medication safety, driving/safety, caregiver stress, and community supports.
SOAP note
Falls review. Patient reports 2 fall(s) in the past year, gait speed reduced, and near fall on stairs. Medication list and home safety reviewed.
Patient Context
ProviderMelinda Chu
LanguageEnglish
Phone416-555-3553
Emailmegan.smith52@example.test
Sourcestructured_json
Review tasks
Pneumococcal immunization review
Older adult with no pneumococcal immunization evidence in the synthetic chart.
completed | Chart evidence: Flag: diabetes_prediabetes prediabetes_risk medium new Prediabetes range HbA1c Latest HbA1c 5.8% falls in the prediabetes range without a diabetes problem-list diagnosis. structured_fact | Flag: dementia dementia_care_plan_due medium in_review 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 accepted Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Clinical note: SOAP note Cognitive follow-up. Family reports missed bills. 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 accepted Recurrent falls risk Recent note documents 2 fall(s) in the past year with frailty/gait concerns. clinical_note | Care element: smoking_status current smoker form | probable
phm_workflow
PHM action: PNEUMOCOCCAL_REVIEW_DUE
status=booked | imported | next review=2026-06-23 | Review evidence for Pneumococcal immunization review; confirm appropriateness before contacting patient.
phm_workflow
PHM action: RECURRENT_FALLS
status=new | imported | outreach=phone 2026-03-21 12:15 | next review=2026-06-23 | Review evidence for Recurrent falls risk; confirm appropriateness before contacting patient.
phm_workflow
PHM action: DEMENTIA_CARE_PLAN_DUE
status=new | imported | next review=2026-06-09 | Review evidence for Dementia care plan review; confirm appropriateness before contacting patient.
clinical_flag
Pneumococcal immunization review
accepted | medium | active_cohort_automation | Older adult with no pneumococcal immunization evidence in the synthetic chart.
clinical_flag
Influenza immunization recall
dismissed | low | structured_fact | No recent influenza immunization evidence within the synthetic seasonal window.
clinical_flag
Recurrent falls risk
accepted | high | clinical_note | Recent note documents 2 fall(s) in the past year with frailty/gait concerns.
clinical_flag
Dementia care plan review
in_review | medium | clinical_note | Cognitive disorder documented; care plan, caregiver supports, medication safety, and advance-care planning should be reviewed.
clinical_flag
Prediabetes range HbA1c
new | medium | structured_fact | Latest HbA1c 5.8% falls in the prediabetes range without a diabetes problem-list diagnosis.
note
SOAP note
Pain follow-up for chronic neck pain. Function, sleep, mood, non-pharmacologic options, and medication risks reviewed. Pain score 9/10.
note
preventive care
HbA1c in prediabetes range. Discussed weight, activity, nutrition, sleep, and repeat testing. No confirmed diabetes diagnosis documented.
appointment
same-day concern
completed
care_element
hba1c
note
SOAP note
Cognitive follow-up. Family reports missed bills. Reviewed medication safety, driving/safety, caregiver stress, and community supports.
care_element
bmi
care_element
smoking_status
current smoker
note
SOAP note
Falls review. Patient reports 2 fall(s) in the past year, gait speed reduced, and near fall on stairs. Medication list and home safety reviewed.
appointment
chronic disease review
completed
care_element
systolic_bp
care_element
diastolic_bp
care_element
immunization
COVID-19 vaccine documented
note
SOAP note
MSK review: chronic hip pain with morning stiffness and crepitus, consistent with osteoarthritis pattern. Discussed activity modification, strengthening, topical/oral analgesia risks, imaging only if red flags or surgical planning.
care_element
immunization
Influenza vaccine documented
care_element
hba1c
care_element
systolic_bp
care_element
diastolic_bp
appointment
lab follow-up
completed
note
SOAP note
Follow-up visit. Medication list reviewed, allergies checked, and preventive care status discussed. Patient reports stable function. Plan: update labs/vitals and arrange follow-up as clinically indicated.