---
title: Multi-Form Viewing on the Patient Overview
description: Use the Patient Overview page to see a reverse chronological list of Forms and Interventions.
---

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# Multi-Form Viewing on the Patient Overview

## Use the Patient Overview page to see a reverse chronological list of Forms and Interventions.

Patient Mangers can access all Forms and Interventions for a specific patient by accessing the Patient Overview page.  

This functionality allows staff to skim through all documents without having to open each one individually or move to different parts of the platform to access different types of documents.

To access the **Patient Overview**, use one of the following methods.  Your access may depend on your organization, your role, or your permissions.

#### 1. Use **Health Overview**

On the aTouchAway® Dashboards under **Live Monitoring, **click ***Health Overview*.**    

![](https://info.aetonix.com/hs-fs/hubfs/health%20overview%20page%20link-png.png?width=600&height=66&name=health%20overview%20page%20link-png.png)

Find the patient's name.  You can use the filters and / or the search bar (search by patient number or health card number) to assist in locating a specific patient. Click ***the patient's name*** to access the **Patient Overview**.  

#### ![](https://info.aetonix.com/hs-fs/hubfs/health%20overview%20patient%20overview%20access%20grn-png.png?width=600&height=260&name=health%20overview%20patient%20overview%20access%20grn-png.png)2. Use Creation / Token

On the aTouchAway® Dashboards under **Patient Management**, click ***Creation/Token***.

![](https://info.aetonix.com/hs-fs/hubfs/creation%20token%20dashboards-png-Aug-06-2024-03-09-05-1713-PM.png?width=600&height=112&name=creation%20token%20dashboards-png-Aug-06-2024-03-09-05-1713-PM.png)

Find the patient's name.  You can use the filters and / or the search bar (search by patient number or health card number) to assist in locating a specific patient. Click  the *eye* icon to the right of the patient's name to access the **Patient Overview**.

![](https://info.aetonix.com/hs-fs/hubfs/creation%20token%20view%20grn-png.png?width=600&height=264&name=creation%20token%20view%20grn-png.png)

#### 3. Use Patients

On the aTouchAway® Dashboards under **Patient Management**, click ***Patients***.

![](https://info.aetonix.com/hs-fs/hubfs/patients%20dashboards-png-Aug-06-2024-05-22-07-0697-PM.png?width=600&height=112&name=patients%20dashboards-png-Aug-06-2024-05-22-07-0697-PM.png)

Find the patient's name.  You can use the filters and / or the search bar (search by patient number or health card number) to assist in locating a specific patient. Click the ***3 dots*** to the right of the patient's name.  On the **3-dot menu**, click ***Patient Overview*** to access the **Patient Overview**.

![](https://info.aetonix.com/hs-fs/hubfs/patients%20page%20patient%20overview%20grn-png.png?width=600&height=415&name=patients%20page%20patient%20overview%20grn-png.png)

### Patient Overview

On the **Patient Overview** page, click the ***Forms*** tab.  Click the ***dropdown list*** to filter the available forms.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Aug-06-2024-06-07-41-0183-PM.png?width=600&height=265&name=image-png-Aug-06-2024-06-07-41-0183-PM.png)

Click the ***checkbox*** to the left of each document to include it in the list.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Aug-06-2024-06-08-50-3648-PM.png?width=600&height=291&name=image-png-Aug-06-2024-06-08-50-3648-PM.png)

The filtered list of documents will appear in reverse chronological order with the most recent appearing at the top of the list.  The header of each document will include the title, date, and name of editor.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Aug-06-2024-06-11-11-4947-PM.png?width=600&height=262&name=image-png-Aug-06-2024-06-11-11-4947-PM.png)

For applicable documents, the icons for *Edit*, *Delete,* *History* and *Lock* will appear in the top right corner.  Users can Edit the document without leaving the Patient Overview page, Delete the document from the patient's record, check the History of the document or Lock the document so no further changes can be made to the document.

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Aug-06-2024-06-35-49-1278-PM.png?width=600&height=93&name=image-png-Aug-06-2024-06-35-49-1278-PM.png)

![](https://info.aetonix.com/hs-fs/hubfs/image-png-Aug-06-2024-06-34-22-6304-PM.png?width=400&height=78&name=image-png-Aug-06-2024-06-34-22-6304-PM.png)

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