When you sign in, the first thing you see is Records. This is the master list of every patient record in the workspace you are viewing, and it is designed to answer one question at a glance: where does each patient stand right now?
The Records list. Every row shows a patient and a live status across products.
Reading a row
EMR ID and Name identify the patient and tie the record back to your EHR.
Facility is the program or site the patient belongs to, which matters when different sites follow different rules.
Status across products is the quick read: how many open Compliance topics the patient has, and how many Documents are on the record.
Created and Updated tell you how fresh the record is.
What you can do here
Search and the Facility filter narrow a long list down fast.
Add record creates a single record by hand; Bulk upload brings in many at once.
Export CSV downloads whatever is currently on screen, handy for a meeting or a spreadsheet.
Two orientation details worth knowing. The workspace switcher at the top left shows which organization and program you are in, so you always know whose data you are looking at. And the note at the bottom is a promise the whole product keeps: status here is descriptive. It reports what is observably true per product, such as open topics, claims, and documents. It never stamps a chart as compliant or passed.