Patient profiles & history

Every patient has a single profile page that brings together their details, an AI-generated summary, and a complete history of appointments, communications, and notes in one place.

Patient details

At the top of the profile you'll find the patient's core information: name, date of birth, sex, and contact details (email and phone), pulled directly from your patient records.

AI Summary

The AI Summary card gives you a quick, AI-generated overview of the patient built from their chart data:

• It loads instantly, showing the most recent summary that was generated.
• Every time you open the profile, it checks in the background and regenerates automatically if anything relevant in the chart has changed since the last summary.

Tip: Treat the summary as a starting point, not a substitute for the chart. Always verify it against the patient's full record before relying on it.

History

The History section is a single, chronological timeline of everything on record for this patient — appointments, communications, and clinical notes — whether they came from your practice-management system, were booked by voice, or were charted in Rebrief.

Filtering the timeline

Use the filter chips above the timeline to narrow what you see:

• All
• Appointments
• Communications
• Clinical
• Other

Reading an appointment entry

Each appointment in the timeline shows its date, an origin badge, and its status (when available):

• Charted in Rebrief — an appointment run on the live charting screen. These entries are clickable — select one to open the appointment.
• Voice booking — an appointment booked by voice.
• Imported — an appointment synced in from your practice-management system.

Note: Only appointments charted in Rebrief open when you click them. Imported and voice-booked appointments don't link anywhere else in the app.

If your practice-management system attaches a note to a specific appointment, that note appears inside the appointment's own row instead of as a separate timeline entry — so you can see the full context for a visit without hunting for related notes. Longer note text is folded by default; select Show more to expand it.

Upcoming appointments are grouped together at the top of the timeline, ahead of past history.

Coverage captions

Below the timeline, a caption tells you which practice-management system your data is coming from and the date range it covers. When the caption shows the data is partial, use the Sync now option next to it to pull in the latest information from your practice-management system.