Early Access: The new patient profile is in early access. Some things may change, and you can switch back to the old profile any time from the Settings page.
The patient profile has been redesigned and rebuilt from scratch. Instead of one long page, it is now organized into tabs, and each tab is made up of cards that group related information together. This article walks through every part of the new profile so you know where everything lives and what each card and button does.
Table of Contents
New Tab System
The patient profile is organized into tabs across the top of the page. Switching between tabs keeps your place, so you can move around the profile without losing what you were doing.
Main Tabs
There are two main tabs that you'll use on most visits:
Overview — your landing page. It gives you a snapshot of the patient through a set of cards (Patient Information, Appointments, and Notes).
Patient Information — the full set of demographic details for the patient (name, date of birth, contact info, health card, address, and more).
Other Tabs
Two more tabs give each section its own dedicated space:
Appointments — the patient's full appointment list, with filters.
Notes — every note for the patient in one place, pulled together across all of their appointments.
Note: The Appointments and Notes tabs don't appear in the tab bar until you open them. Open them from the Overview tab by clicking the title of the Appointments card or Notes card (shown in blue to indicate it's a clickable link). Once open, they appear as tabs you can switch between or close.
Overview Tab
The Overview tab is your snapshot of the patient. It groups key information into cards. Each card shows a quick summary and lets you click in to open its full view. The main cards are Patient Information, Appointments, and Notes.
Patient Information Card
This card shows a summary of the patient's key demographic details. To see the complete list of fields, open the Patient Information tab.
The More actions button (the three dots) on this card gives you two options:
Merge patient — combine a duplicate profile into this one. For step-by-step instructions, see How to Merge Patient Profiles.
Delete patient — remove the patient profile. A profile can only be deleted once any active or completed consultations on it have been cancelled.
Appointments Card
This card shows the patient's appointments at a glance. There are several ways to work with it:
Open the full list — click the card title or Show more to open the Appointments tab.
Filter by status — use the filter on the card to narrow appointments by status (for example, Scheduled, Completed, or Cancelled) without leaving the Overview.
Change an appointment's status — the More actions button (three dots) on a row shows the status options and actions available for that appointment, such as Reschedule, Complete, and more. Only the statuses that are valid for the appointment's current state are shown. For more on statuses, see Changing Your Patient's Consultation Status.
Open an appointment — click anywhere on an appointment row to open its appointment details page.
Notes Card
The Notes card brings a patient's notes together in one place, pulled in across all of their appointments — so you don't have to open each appointment to find them.
Add a note — select Add note to open the notes modal, choose the appointment you want to link the note to, write your note, and save it.
See all notes — the card shows the most recent notes. If there are more than fit, click the card title or Show all to open the full Notes tab.
Patient Information Tab
The Patient Information tab holds the full set of demographic details that used to sit in the left sidebar of the old profile: name, date of birth, contact information, health card, address, and the rest. Nothing has been removed or hidden — the Overview tab surfaces the details you reach for most, and the complete set of fields (including the ones used less often) all still live here on the Patient Information tab. This keeps the profile focused on what matters most without tucking anything out of reach.
To update a patient's details, edit the fields on this tab. As soon as you make a change, a Save option appears in the bottom-right corner.
Reminder: Select Save to store your changes. You won't be able to leave the tab with unsaved changes — MedMe will prompt you to save (or discard) first.
Appointments Tab
The Appointments tab shows the patient's complete appointment history and upcoming appointments in one list. You can open it by clicking the title or Show more on the Appointments card on the Overview.
Filter the list — narrow the list by date, calendar, appointment type, and status to quickly find the appointments you're looking for and cut down on clutter.
Update a status — change an appointment's status directly from the status dropdown in its row. Only the statuses valid for the appointment's current state are shown.
Open an appointment — click an appointment row to open its appointment details page.
Notes Tab
The Notes tab is the full view of everything in the Notes card. It brings together every note for the patient — aggregated across all of their appointments — so you have the full picture in one place without switching between appointments.
You can open the Notes tab by clicking the title or Show all on the Notes card on the Overview.
Add a note — select Add note to open the notes modal, enter your note, and save it.
Appointment Details Tab
Each appointment now opens on its own dedicated tab, laid out more clearly. Because it has its own space, you can keep an appointment open (or multiple appointments open) while you check something else in the profile and come right back.
How to Open
You can open the appointment details page in a few ways:
From the Calendar — click an appointment.
From the patient profile Overview tab — click an appointment row in the Appointments card.
From the Appointments tab — click an appointment row.
The page is organized into cards: Details, Notes, and Documentation.
Details Card
The Details card shows the appointment's information — the same details you're used to seeing in the legacy patient profile’s Consultation Details card (appointment type, date and time, status, duration, calendar, appointment method, patient consent status, and other appointment details).
Notes Card
The Notes card on the appointment details page holds the notes for that specific appointment. These appointment-level notes also roll up into the patient's Notes tab alongside the rest of the patient's notes.
Documentation Card
The Documentation card shows the appointment's documentation. It lists the generated PDFs for the appointment similar to the legacy patient profile, and it's where you can open the full documentation.
Each row is a generated PDF — use the icons on the right of a row to eFax, download, or print that PDF.
Open — the Open button opens the documentation modal, where you can see all of the patient's submitted intake information and any appointment-specific pharmacy questionnaires. (This was titled “Edit Documentation” in the legacy patient profile.)
More options — the More actions button (three dots) on the card holds the rest of your options, such as printing questionnaires and regenerating PDFs, and more.
Switching Back to the Old Profile
The new patient profile is in early access. If you'd prefer the previous layout, you can switch back to the old patient profile any time from the Settings page.
The new patient profile will keep improving with your feedback, and the old patient profile will eventually be phased out — everyone will be helped through the move to the new one before that happens.
Note: Your profile preference is saved locally in the browser you're using, not to your MedMe account. If you open MedMe in a different browser or device, use a private/incognito window, or clear your browser's cache, this setting won't carry over — you may need to switch to your preferred profile again from the Settings page.