Designer Profiles Overview

Overview

Profiles in the Designer define the structure of information displayed in the Care Portal for different entity types – primarily patients, but also for contacts and other record types. A profile consists of fields, sections, and layout configurations that determine what information care team members see and can edit.

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What Profiles Control

• Which fields are displayed – standard fields (name, DOB, contact info) and custom fields (CDTs)

• Field order and grouping – how fields are arranged into sections

• Field editability – which fields are read-only vs. editable

• Conditional display – fields that appear only when certain conditions are met

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Types of Profiles

• Patient Profile – the main record view for patients

• Contact Profile – the view for non-patient contacts linked to patients

• Custom entity profiles – if your organization uses custom entity types

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Configuring a Profile

1. In the Designer, navigate to Profiles.

2. Select the profile type you want to configure (e.g., Patient).

3. Click to open the profile editor.

4. Add, remove, or reorder sections and fields.

5. Configure field properties (label, editability, required status).

6. Create a draft and publish.

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Adding Custom Fields to a Profile

Custom fields from your Custom Data Types (CDTs) can be added to profiles. See CDT Designer for how to create CDTs and their fields.

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Publishing

Profile changes must be published in the Designer before they appear in the Care Portal. Always test profile changes in a sandbox environment before publishing to production.