How to use Clinician Companion App step by step.

New patients start on the Patient Sign Up page. This creates both the portal login and the linked patient chart.

Returning patients use the Patient Login page to access their chart.

The medical history page acts like the chart home. It shows the high-level overview, chart details, medications, patient statements, family history, documents, providers, and other linked sections.

The overview links directly into the detailed pages for medications, patient statements, family medical history, document uploads, imaging, and future tools such as vitals.

On the medical history overview, patients can update core information such as name, date of birth, contact details, address, and insurance fields where available.

The medications page allows patients to create, edit, and delete medication entries, including dosage, status, prescribing provider, instructions, and notes.

The patient statements page is for self-reported updates, symptom context, communication preferences, or other chart-relevant narrative information. Statements can be added, edited, and deleted.

The family history page supports adding, editing, and deleting family history entries, such as relation, condition, and notes.

The document uploader page is the main place for adding chart files such as PDFs, images, and supporting records.

Multiple files can be uploaded in one flow. Files are designed to be handled through protected chart-linked access rather than simple public links.

Structured chart import is available for supported data blocks such as patient profile, medications, statements, family history, and imaging metadata. This is useful when data is being migrated in from another structured source.

Provider accounts are created by the Clinician Companion administrator from the internal dashboard. Providers do not need WordPress admin access to use the portal.

Providers should use the dedicated Provider Login page rather than the patient login flow.

After login, the provider portal becomes the main workspace for reviewing assigned patients, recent updates, scoped MRNs, and chart access.

Providers can open charts either from their assigned roster or by using provider lookup with MRN and date of birth where authorized.

Each provider can have a list of assigned patients. The provider portal shows that roster in one place so providers can move between charts without using internal admin tools.

A patient can carry multiple identifiers. Provider-scoped MRNs help support patients who are seen across different provider groups or networks.

The provider portal surfaces recent updates so providers can quickly review changes to medications, statements, documents, imaging records, and other subscribed chart activity.

The internal dashboard is for the Clinician Companion administrator. It is where patients, providers, imports, settings, audit review, email workflows, and readiness checks are managed.

Administrators can create both patient records and provider accounts, then link providers to patients as needed.

The dashboard also includes a structured JSON import tool, starter template download, SMTP-backed email tools, and readiness checks for production deployment.