This one comes straight from the public roadmap — one of the most-voted requests we've had, and we're glad to get it out the door finally.
You can now view key patient information without ever leaving a Comms thread.
When you open a thread, the patient names now appears in the header as a link. Click it (or any other patient listed under "more") to open an inline overlay on the right side of the screen. From there you get instant access to:
- Core patient details — age, DOB, contact info, responsible parties, siblings, Practice Hub status
- Outstanding balance at a glance
- Upcoming and past appointments
- Quick links to the relevant sections of the full patient chart
The overlay sits inside Comms, so you can reference patient details, respond to messages, and keep the conversation going — all in one place. No tab-switching, no losing your place.
If the thread belongs to a responsible party (RP) with multiple patients on record, the header will now show who owns the number or email and which patients are linked to them. Clicking through to any of those patients works the same way.