The Patients section shows your full patient list with filtering and individual patient management. Access via Patients in the left sidebar.
Patient List Filters
Filter | What It Shows |
All | Every patient on your account |
Active | Patients currently prescribed and on treatment |
Inactive | Patients who have missed their follow up by 20 days and more |
Drop-off | Patients who completed the questionnaire but didn't complete checkout |
You can also search by name, email, phone number, or MRN#. Use the date range to filter by start date, and Export to download the filtered list as a CSV.
Patient List Columns
Name (click to open profile), Start Date, MRN#, Product Name, Email, Phone Number, Order(s), Location, Patient Status, Visit Status, and Last Order.
Patient Status Values
Status | Meaning |
Active | Currently prescribed and on treatment |
Inactive | Previously active, no current treatment cycle |
Drop-off | Completed questionnaire but did not complete checkout |
Visit Status Values
Visit status tracks where the patient is in the clinical workflow:
Status | Meaning |
draft | Order created, not yet submitted to Beluga |
photos_submitted | Patient submitted photos for review |
sent_to_beluga | Intake sent to provider network for review |
authorized | Payment authorized, awaiting prescribing |
captured | Payment captured |
prescribed | Provider has issued prescription |
Opening a Patient Profile
Click any patient name to open their full profile — complete record, order history, and visit details.
Exporting Patients
Click Export in the top right to download a CSV of the current filtered view. Handle all exports containing patient data in compliance with your HIPAA obligations.