Layout customization

Organization-wide defaults for what every new patient's chart shows — which record sections appear and which Summary cards are visible.

Where to set this

Profile → Settings → Layout Customization. Admins and Members can edit; Viewers are read-only.

Visible Records

Default records shown on each patient's tabs. Each patient's Settings can override these.

Growth (Trends)
Milestones (Trends)
Vaccines (Care Plan)
Sessions (Visits)

App-tied records — Nutrition, Meal Plans, Infant Tracking, Eating Recovery — follow the family's Program Access and actual data, not these toggles.

Overview Cards

Default cards shown on the Summary tab.

Patient Info
Medical History
Family Notes
Documents
Snapshot
Growth Chart
Nutrition

Override hierarchy

Platform defaults
  → Organization defaults (this page)
    → Each member's Caseload & Focus answers
      → Per-patient Chart Setup (Patient → Settings)

Why this matters

The right defaults cut clutter and put the right info first for your typical patient. A pediatric RD focused on solids may hide Vaccines + Milestones; an NP doing well-child visits may want everything visible.

See Per-patient chart setup for per-patient overrides and presets.

Caseload & Focus Connecting Google Calendar