> ## Documentation Index
> Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View your Patient's Information

Once you check in a patient, you can view past visit summaries and detailed patient information.

### <Icon icon="note" iconType="duotone" color="#F9345F" size={23} />  View a Summary of Past Visits

**AI-Generated Summary**

<Card title=" ">
  <Danger>
    ✨**Smart Tip:** Scroll through the *Subjective* section of the Chart Note to review an AI-generated summary of previous appointments.
  </Danger>

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_3.gif?s=4acdbe062a739a199fb84d473836538c" alt="19 Ai Summary2 Gi" width="1920" height="1016" data-path="images/air_provider/review_patient_details/patient_info/patient_info_3.gif" />
</Card>

<Accordion title="Alternate method: Review past visit Chart Notes">
  * Open **Chart Notes**.
  * Click on the **Appointments** tab at the top.
  * Click on the **square icon** (to the right of the calendar icon) to open the Chart Note for the desired appointment.

  **Note**: From this page, you can also view past [Billing and Plan of Care](https://air_athelas.mintlify.app/patient_details/patient_appts#preview-past-billing-and-plan-of-care-documents) documents by clicking on the "eye" icon to the left of the date.

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Pt Appt Past Web" width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />
</Accordion>

### <Icon icon="image-user" iconType="duotone" color="#F9345F" size={23} />  Review Patient Details

**Ask Athelas AI**

<Card title=" ">
  <Danger>
    ✨**Smart Tip:** Use Athelas AI to ask targeted questions about the patient for quick insights. You can also use Voice Mode.
  </Danger>

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_3.gif?s=4acdbe062a739a199fb84d473836538c" alt="3 Ptinfo Gi" width="1920" height="1016" data-path="images/air_provider/review_patient_details/patient_info/patient_info_3.gif" />
</Card>

**Open Patient Information Tabs**

<Card title=" ">
  <Danger>
    ✨**Smart Tip:** Ask Athelas AI to navigate you to the relevant Patient Profile or Chart Note. You can also use Voice Mode.
  </Danger>

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_3.gif?s=4acdbe062a739a199fb84d473836538c" alt="4 Nav Ptpage Gi" width="1920" height="1016" data-path="images/air_provider/review_patient_details/patient_info/patient_info_3.gif" />

  Use the tabs at the top of the Chart Note to navigate patient information, including:

  * [Patient Demographics](/air_provider/review_patient_details/patient_demog)
  * [Patient Appointment Details](/air_provider/review_patient_details/patient_appts)
  * [Patient Documents](/air_provider/review_patient_details/patient_attachments) (including faxes and images)
  * Tasks, Medications, Allergies, Visits, Immunizations and Labs

      <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Patient Info Chart Notes Web" width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />

  <Accordion title="Alternate method: Open Patient Profile">
    **Note**: Use Athelas AI to navigate to the Patient Profile

    Click on the **Patient** tab in the left menu → Search and select your patient by entering their details.

    <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Pt Tab Web" width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />

    This opens the patient’s full profile for review.

    <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Pt Appt Past Web" width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />
  </Accordion>
</Card>

### Add Patient Notes

<Card title>
  There are 3 types of notes:

  **1. Appointment Notes**

  View Calendar > Click on an appointment > Edit appointment to enter any notes.

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="New Appt Web" title="New Appt Web" style={{ width:"51%" }} width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />

  These notes can be seen in i) appointment details, ii) the calendar tooltip.

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.jpeg?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=a64c7b35fe3f423856bf248fd0278ada" alt="Appt Notes2 Jpe" title="Appt Notes2 Jpe" style={{ width:"69%" }} width="862" height="638" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.jpeg" />

  **2. Case Notes**

  View Patient Profile > Patient Demographics > Edit Active Cases to enter any case specific notes.

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Update Case Owner Prov Web" width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />

  **3. Patient Notes**

  Patient notes are of 2 types:

  a) General Notes: View Patient Profile > Patient Demographics > Add Patient Notes. These notes can be seen in the appointment details or within patient demographics.

  b) Pinned Notes: When enabled within the Preferences Tab, pinned notes will open automatically when the patient's profile or appointments or chart notes are opened.

  <img src="https://mintcdn.com/training_air/D25-8tM971ds4CbN/images/air_provider/review_patient_details/patient_info/patient_info_1.webp?fit=max&auto=format&n=D25-8tM971ds4CbN&q=85&s=181d80b7a9b9a9a2476539eb7b21d12a" alt="Pinned Notes Web" title="Pinned Notes Web" style={{ width:"44%" }} width="331" height="195" data-path="images/air_provider/review_patient_details/patient_info/patient_info_1.webp" />
</Card>
