Complete Daily Rounds and Update Visit Status
Record a visit outcome for each patient as you move through your round. Mark patients as Seen individually or select a group and update them all at once. When a patient cannot be visited, log a reason — such as Refused, In Procedure, or Transferred — and an optional note. Switch between table, card, and calendar views to match your rounding style.
Views and navigation
4Table view
The default layout shows the full patient roster as a sortable grid. Sort by room number to round in door-to-door order, or sort by last name for facilities that prefer alphabetical grouping. Column visibility and sort order are saved per user and persist across sessions and devices.
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Table view — the full patient roster with sortable columns.
Card view
Switch to cards for a more visual layout that trades column density for readability. Useful for quick end-of-day scans or when working on a smaller screen. Card view persists per census independently of the table view setting.
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The census roster in table view. The Card View toggle in the toolbar switches the layout.
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Card view shows each patient as a card — a more visual layout that trades column density for readability.
Calendar view
See your rounding schedule across month, week, day, or agenda views. Each calendar event shows the census name, patient count, and status badge — so you can gauge the day's workload and spot gaps before opening any census.
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Calendar view — your rounding schedule across month, week, day, or agenda.
Return to census from a patient chart
Opening a patient chart from the census adds a breadcrumb at the top. Closing the chart returns you directly to that census — not the dashboard. Your place in the round is preserved no matter how many charts you open.
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A breadcrumb at the top of the chart returns you directly to the census.
Recording visit status
3Mark a patient as Seen
Tap the visit status control on any patient row to record that the patient was visited. The Seen badge updates immediately and is visible to all team members with access to the census.
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The Seen badge on a patient row — visible to the whole team in real time.
Mark a patient as Not Seen and record a reason
When a patient cannot be visited, open the Not Seen window to log a reason — such as Refused, In Procedure, or Transferred — and an optional note. Reasons are facility-configurable and can be required. The status, reason, and note are all editable later and can be cleared entirely.
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The Not Seen window — log a reason and optional note when a patient could not be visited.
Update patient information
Open the patient details panel from the row actions to update the room number, admission details, and point of service without opening the full patient chart. Changes are saved automatically to the patient's current facility visit.
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The patient details panel — update room number and encounter fields without opening the full chart.
Bulk visit status updates
3Select multiple patients
Check individual row checkboxes or use the header checkbox to select all. A bulk action toolbar slides in above the table when rows are selected — the interface stays clean when you are working one patient at a time.
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Row checkboxes appear on hover — click one to start a bulk selection.
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Checking a row slides in the bulk action toolbar, showing how many patients are selected and the available actions.
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Select all visited patients and mark them Seen at once.
Bulk mark as Seen
Select the patients you have visited and mark them all Seen at once instead of tapping each row individually. Useful for end-of-round cleanup when you completed a group of patients without recording each visit as you went.
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Mark multiple patients Seen at once — faster than tapping each row individually.
Bulk mark as Not Seen
When a whole group of patients cannot be visited for the same reason — a unit on lockdown, a procedure block — select them all and log a shared reason in one Not Seen window.
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Bulk Not Seen — select a group and log a shared reason in one window.
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