# Patient Data View

## Overview

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.

***

## What the Patient Data View Shows

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

***

## Configuring a Patient Data View in the Designer

1. In the Designer, navigate to **Data Views** or **Patient Data View**.
2. Click **+ Add Data View**.
3. Select the **CDT** this view is based on.
4. Choose which **fields** to show as columns.
5. Set the **display name** for the view (shown as a tab in the Care Portal).
6. Configure column labels, order, and optional filtering.
7. Save and publish.

***

## Assigning Data Views to Roles

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.

***

## Publishing

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](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/care/data-views.md).

***

## Related Topics

* [Data Views](https://welkin-health-1.gitbook.io/welkin-health-docs/care/data-views) – viewing data in Care
* [Custom Data Types](/designer/custom-data-types/custom-data-types.md) – CDT fundamentals
* [CDT Designer](/designer/custom-data-types/custom-data-types-cdt-designer.md) – CDT configuration
* [Patient Profile](https://welkin-health-1.gitbook.io/welkin-health-docs/care/patient-profile) – Care-side patient view


---

# 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://docs.welkinhealth.com/designer/programs-and-profiles/patient-data-view.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.
