Patient stages

Stages classify patients in the care pipeline. The first stage is the entry stage; a stage marked Concluded is terminal and its patients are excluded from active counts.

Assign and filter

Set Stage while creating or editing a patient, or from the patient header. On the Patients list, stage chips filter the directory. Selection mode can move several patients to one stage at once.

Stage board

On a tablet-sized screen or wider, the Patients list header carries Stage Board. The board lays out one lane per stage, in the configured order, each lane headed by the stage badge and its patient count. Patients appear as cards inside their lane, sorted by name, and a patient without an explicit stage sits in the first lane. A long lane pages with Show more.

Press and hold a card to pick it up, drag it into another lane, and release to restage that patient. The lane under the card is outlined in the stage color while the card hovers over it. Dropping a card back where it started changes nothing, and holding it near either edge scrolls the board sideways. A plain tap opens the patient instead. Edit Stages, in the board header, goes straight to the stage settings below.

Automatic advance

A patient without an explicit stage is treated as being in the first stage. After that patient’s second encounter has started, Maestra assigns the second stage. Any explicit stage assignment opts the patient out of this automation; later movement is manual. At least two stages are required.

Configure stages

Open Settings → Patient Stages to add, rename, color, delete, and drag stages into order. Default Stages replaces the current pipeline with a profession-ready set and moves patients to the new first stage. Deleting one stage also moves its patients to the first stage.

The stage editor does not currently expose a generated-note-template override. Generated notes use the active generated-note template.