Layout customization
Organization-wide defaults for what every new patient's record shows — which tabs appear and which Overview cards are visible. The most powerful lever for tuning the platform to your practice.
Where to set this
Profile → Settings → Layout Customization. Admins and Members can edit; Viewers are read-only.
Visible Tabs
Default tabs shown on every new patient's detail page. The Settings tab is always available.
- Sessions
- Meals
- Nutrition
- Growth
- Infant Tracking
- Vaccines
- Milestones
Overview Cards
Default cards shown on the Overview tab.
- Patient Info
- Medical History
- Family Notes
- Documents
- Snapshot
- Growth Chart
- Nutrition
Override hierarchy
Organization-wide default (Layout customization)
→ Per-patient override (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 all tabs visible.
See Per-patient tabs & cards for per-patient overrides.