The Patient Data View is a configurable table view within the patient profile that displays structured data from Custom Data Types (CDTs) in a grid format. It allows care team members to see a history of CDT records for a patient without opening each record individually – useful for tracking vitals, lab results, medications, or other recurring data points.
The Data View displays:
Rows of CDT records for the selected patient
Configurable columns (each column maps to a CDT field)
Sortable and filterable columns
Date-stamped records showing when each entry was created
In the Designer, navigate to Data Views or Patient Data View.
Click + Add Data View.
Select the CDT this view is based on.
Choose which fields to show as columns.
Set the display name for the view (shown as a tab in the Care Portal).
Configure column labels, order, and optional filtering.
Save and publish.
Data views can be role-restricted – only certain roles see specific data views in the patient profile. Configure this in the navigation or profile layout settings.
Create a draft and publish in the Designer to make the Data View available in the Care Portal.
For general data views in Care, see Data Views.
Data Views – viewing data in Care
Custom Data Types – CDT fundamentals
CDT Designer – CDT configuration
Patient Profile – Care-side patient view
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