# Journey

The **Journey** tab provides a comprehensive summary of a patient's healthcare history, including visits, treatments, medications, and other significant activities. It serves as a discharge summary or visit report for patients, consolidating data from previous visits across the **Diagnosis**, **Casesheet**, **Medication**, **Glass Prescription**, and **Precheck Information** tabs.

Key functionalities include the ability to copy and either append or overwrite data to relevant tabs (such as the SOAP tab), track activities through an integrated **Activity Log**, and share patient information via print, download, or email.

{% hint style="info" %}
The **Journey** tab is accessible in the **Patient Register** with the same functionality. Its visibility in the **Patient Register** is configurable. For details, refer to the [**Journey**](/uniteemr/application-modules/patient-register/view-or-modify-patient-information/journey.md) section in the **Patient Register**.
{% endhint %}

***

## Tab Overview

<figure><img src="/files/dEQUEgd6nFSDIuuAW9bY" alt=""><figcaption></figcaption></figure>

* **Left Panel:** The left panel displays patient visits in a card format, including details such as visit date, time, doctor’s name, department, branch name, **Start Date & Time**, and **End Date & Time**. Clicking a card filters and displays the visit's details in the right panel. It also features a dropdown menu for visit filtering and a menu icon to toggle the panel's visibility.
* **Right Panel:** The right panel displays the total visit count and includes additional filters to refine visit details. It provides detailed information for each visit, with options to print specific visit details. A **Copy** icon is available to copy data and either append or overwrite it in current tabs. A **Favorites** icon allows users to mark medicines in the prescription section as favorites. Additionally, a hyperlink labeled **Activity Logs** enables access to communication records.

***

### **Filters**

* Left Panel Filters
  * **Show All**: Displays all visits.
  * **Only My Visits**: Filters visits logged under the current user.
  * **Only My Department**: Displays visits associated with the current user's department.
  * **Only This Branch**: Filters visits based on the current user's branch.

    <figure><img src="/files/tbwYUWKmioxwbsJ4KVHx" alt=""><figcaption></figcaption></figure>
* Right Panel Filters
  * **Show All**: Displays information from all tabs, including **Diagnosis**, **Casesheet**, **Prescription**, **Precheck**, and **Glass Prescription**.
  * **Tab-Specific Filters**: Refines results to display information under the selected tab.

    <figure><img src="/files/6mPkl2erLIVBwc6CgTc4" alt=""><figcaption></figcaption></figure>

***

## **Features**

### View Visit Report

* Click the **Print Icon** to open the Visit Report pop-up screen.

  <figure><img src="/files/CFaamNEPN36kUtqZ76cn" alt=""><figcaption></figcaption></figure>
* Use the **From** and **To** date pickers to filter entries within a specific date range.
* Use the **Section** dropdown to filter the available sections and the **Casesheet Type** dropdown to select the required casesheet. Click **SEARCH** to generate the report.

  <figure><img src="/files/CJkrLj3KnDZJxC11eIeg" alt=""><figcaption></figcaption></figure>
* The report includes sections such as **Patient Information, Upcoming Appointment,** **Pre Check**, **Diagnosis**, **Casesheet**, **Prescription**, and **Activity Logs**. It also includes **Start Date & Time** and **End Date & Time**. If available, the **Activity Log** section also displays the configured seal and signature of the user who recorded the entry.

***

### Email Report

* Click the **EMAIL** button in the Visit Report pop-up.

  <figure><img src="/files/0pZfFSKy0qtn54Jre6FG" alt=""><figcaption></figcaption></figure>
* Modify the patient’s email address (fetched from the Patient Register), subject, or email content if necessary.
* Click **SEND EMAIL** to send the report. To cancel, click the **CANCEL** button.

  <figure><img src="/files/5zJbMY3jSOR8HH30E3cy" alt=""><figcaption></figcaption></figure>

***

### **Download or Print Report**

* Click the **Print** icon to print the report.
* Click the **Download** icon to download the report.

  <figure><img src="/files/YHIjHbd7V15hkh7aY3mC" alt=""><figcaption></figcaption></figure>

***

### **Copy Data**

1. To copy entire visit data, locate the respective visit in the left panel. Click the **COPY** icon on the visit’s banner. A confirmation pop-up will appear:<br>

   * **APPEND**: Adds the new data to the existing data.
   * **OVERWRITE**: Replaces the existing data entirely.

   <figure><img src="/files/s3vO1oEkj3bvRnpPW9uh" alt=""><figcaption></figcaption></figure>
2. To copy specific selection data, locate the respective section within the visit details. Click the **COPY** icon on the specific section. In the confirmation pop-up:
   * **APPEND**: Adds new data to the existing section data.
   * **OVERWRITE**: Replaces the section’s data entirely.

     <figure><img src="/files/v2ELWSsh4CMbH5QGFra2" alt=""><figcaption></figcaption></figure>

***

### Activity Logs

To access the Activity Logs, click the **ACTIVITY LOGS** hyperlink. This action opens the **Activity Logs** pop-up screen, which contains two tabs: **Log History** and **Add New Log**.

<figure><img src="/files/SINXcFu5qx7V5P1MRhRS" alt=""><figcaption></figcaption></figure>

**Log History**

* Displays previous activity logs in a table format.

  <figure><img src="/files/18PSG6PAXdodpboOAOq8" alt=""><figcaption></figcaption></figure>

**Add New Log**

* Select **Activity Date** and **Activity Time** using the date and time pickers (default is the current date and time).

  <figure><img src="/files/ErCHRvDzAZiqaR2eUw99" alt=""><figcaption></figcaption></figure>
* Choose a communication method from the **Communication Mode** dropdown menu.
* Enter **Communication Remarks**.
* Click **SAVE** to add the log. The saved logs will appear in the **Log History** tab. If there is a need to edit any information later, click the edit icon located in the spread to make changes.

  <figure><img src="/files/iY0lthaooiYBp1p9b4TL" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Past visit entries in **Activity Logs** can be edited or deleted within the configured restriction period. Once this period expires, the entries become read-only.
{% endhint %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/application-modules/medical-records/journey.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
