Overview
The Topics page is your main health dashboard for the current patient. Under a patient context, open Topics from the sidebar (or menu on mobile). The Topics page shows Health Conditions & Topics (where you add and manage health topics). Medications has its own tab in the sidebar—Desktop : click Medications (Pill icon); Mobile : open the menu and tap Medications . This guide focuses on topic management. For adding, editing, and per-topic medications, see the Medications guide. Medical documents are on a separate Documents page—Desktop : click Documents in the right sidebar; Mobile : open the menu and tap Documents . See the Medical Documents Management guide.
Accessing the Topics Page and Health Topics
1. From the app menu : Desktop — Click Topics (Clipboard icon) in the right sidebar. Mobile — Open the menu (hamburger or menu icon) and tap Topics .
2. Page : The breadcrumb shows the patient's Health Conditions & Topics. The topics section is titled "Health Conditions & Topics" .
Health Topics Layout
The Health Topics section appears in a clean card-based design on the Topics page.
Health Topics Structure
• Section title : "Health Conditions & Topics"
• Add Topic Search : Always-visible search bar for finding and adding health topics
• Active Topics Table : Organized list of your current health topics
• Inactive Section : Collapsible section at bottom showing inactive topics
Topic Search Bar
• Always Visible : Search field is permanently displayed for easy access
• Search Icon : Magnifying glass icon on the left side
• Placeholder Text : "Add health topic..." prompts users
• Auto-complete Dropdown : Shows matching topics as you type
Step-by-Step Guide: Adding Health Topics
Finding and Adding a New Health Topic
1. Start Your Search
• Click in the "Add health topic..." search bar
• Type your health condition, symptom, or medical topic
• The search bar accepts both medical terms and common names
2. Search Process
• Auto-complete : Matching topics appear in a dropdown after 2+ characters
• Database Search : System searches existing medical topics first
• Real-time Results : Dropdown updates as you continue typing
3. Select or Create Topic
• Option 1 - Existing Topic : Click on any suggested topic from the dropdown
• Option 2 - AI Search : Click the arrow button to search with AI
• Option 3 - Press Enter : Hit Enter key to trigger AI search
• AI Processing : Shows "Searching..." while finding the best match
4. Topic Addition Success
• Success Notification : "Topic added to Personal Health Record" message appears
• Immediate Display : Topic appears in your active topics list instantly
• Auto-Navigation : You're taken to the topic page to explore detailed information
Understanding AI Topic Search
• Intelligent Matching : AI finds the most relevant medical topic for your search
• Topic Creation : If no perfect match exists, AI may create a new appropriate topic
• Medical Accuracy : Results are based on medical databases and terminology
• Error Handling : Clear messages if no suitable topic can be found
Step-by-Step Guide: Managing Existing Topics
Viewing Topic Details
1. Click Any Active Topic : Click anywhere on a topic row in your table
2. Navigate to Topic Page : You'll be taken to detailed topic information
3. Return Navigation : Use breadcrumbs to return to Topics
Editing Topic Alias (Custom Name)
1. Access Topic Menu
• Locate the ⋯ three dots menu icon next to any topic
• Click the menu to open topic management options
2. Select Edit Alias
• Click the pencil icon labeled "Edit Alias"
• A dialog window will open for editing
3. Enter Custom Name Alias
• Type your preferred personal name for this topic
• This could be a simpler term or your own description
• Example: Change "Hypertension" to "High Blood Pressure"
• Aliases can be used to clarify a disease name, or to give a friendly euphemism instead of a clinical name
4. Save Changes
• Click "Save" to confirm your custom alias
• The alias immediately replaces the default name
• Other users and team members will see your custom name
Archiving Health Topics
1. Open Topic Options
• Click the ⋯ three dots menu next to the topic you want to archive
• Look for the archive option in the dropdown menu
2. Select Mark Inactive Action
• Click the archive icon option
• This immediately moves the topic out of your active list
3. Mark Inactive Results
• Topic disappears from the main active topics table
• Topic moves to the "Inactive" section at the bottom
• Inactive topics are grayed out and non-clickable
4. Why Mark Topics Inactive
• Declutter : Keep your active list focused on current health priorities
• Organization : Separate past conditions from ongoing health management
• Reversible : Inactive topics can be restored anytime
Restoring Inactive Topics
1. Access Inactive Section
• Scroll to the bottom of the topics table
• Click on "Inactive" to expand the inactive topics section
2. Find Your Topic
• Browse through your archived topics
• Inactive topics appear grayed out with limited options
3. Restore Topic
• Click the ⋯ menu next to the archived topic
• Select the undo/restore icon option
4. Restoration Complete
• Topic immediately returns to your active topics list
• Full functionality and clickability restored
• Topic appears at the appropriate position in your active list
Permanently Deleting Topics
1. Access Deletion Options
• Click ⋯ three dots menu next to any topic (active or archived)
• Select the trash icon option
2. Confirmation Dialog
• A safety dialog appears to prevent accidental deletion
• This dialog requires explicit confirmation
3. Type Topic Name
• Enter the exact topic name in the confirmation field
• This prevents accidental deletions
• Case-insensitive matching (capitalization doesn't matter)
4. Final Confirmation
• Click "Delete" button to permanently remove the topic
• Warning : This action cannot be undone
• All associated notes and topic-specific data will be lost
5. Deletion Safety
• Confirmation prevents accidental clicks
• Consider archiving instead of deleting for reversible organization
• Deleted topics cannot be recovered
Medications (Separate Tab)
Medications are on their own Medications tab in the sidebar, not on the Topics page. There you can view and manage all medications for the current patient. For adding medications, editing them, and viewing medications per health topic, see the Medications guide.
Documents Are on a Separate Page
Medical documents are not on the Topics page. To upload and manage documents: Desktop — click Documents (file icon) in the right sidebar; Mobile — open the menu and tap Documents . The Documents page has tabs: uploaded, retrieved, generated. See the Medical Documents Management guide for details.
Understanding Topic Status and Organization
Active Topics
• Primary Display : Shown prominently in the main topics table
• Full Functionality : Clickable to access detailed information
• Management Options : Can be viewed, edited, archived, or deleted
• Team Visibility : Visible to your healthcare team members
• Navigation : Direct links to detailed topic pages
Inactive Topics
• Secondary Display : Located in collapsible "Inactive" section
• Visual Distinction : Grayed out appearance with muted colors
• Limited Interaction : Cannot be clicked to view details
• Management Options : Can be restored or permanently deleted
• Organization Purpose : Keeps your active list focused and manageable
Topic Table Features
• Responsive Design : Adapts to different screen sizes
• Date Information : Shows when topics were added
• Custom Aliases : Displays your personal names for topics
• Quick Actions : Dropdown menus for easy topic management
• Visual Hierarchy : Clear distinction between active and archived
Managing Topic Permissions and Visibility
Who Can See Your Topics
• You : Full access to view, edit, and manage all your topics
• Healthcare Team : Can see your active topics for care coordination
• Family Members : May see topics if given appropriate permissions
• Support Staff : Limited access for technical assistance only
Topic Management Permissions
• Adding Topics : All users can add topics to their own record
• Custom Aliases : Only you can set personal names for your topics
• Archiving/Restoring : Full control over your topic organization
• Deletion : Requires confirmation to prevent data loss
• Team Collaboration : Team members can suggest topics but cannot modify your list
Data Privacy and Security
• Encrypted Storage : All topic information is securely encrypted
• Access Logging : System tracks who accesses your health information
• Permission Controls : You control who can see your health topics
• Data Ownership : You maintain full ownership of your health information
Troubleshooting Common Issues
"I can't find the topic I'm looking for"
• Try different search terms related to your condition
• Use both medical terms and common names (e.g., "diabetes" and "high blood sugar")
• Try broader terms first, then narrow down
• If no matches appear, click the arrow to use AI search
• The AI will find the closest match or suggest creating a new topic
"The search bar isn't responding"
• Click directly in the search input field to ensure it's focused
• Check that you're typing at least 2 characters for suggestions to appear
• Refresh the page if the search functionality seems frozen
• Ensure JavaScript is enabled in your browser
• Clear your browser cache if problems persist
"I accidentally archived/deleted a topic"
• Inactive Topics : Expand the "Inactive" section and click the restore icon
• Deleted Topics : Unfortunately, deleted topics cannot be recovered
• Prevention : Use marking inactive instead of deletion for reversible organization
• Safety Feature : Deletion requires typing the topic name for confirmation
"My custom alias isn't saving"
• Ensure you clicked "Save" after entering your custom name
• Check your internet connection during the save process
• Try refreshing the page and attempting the edit again
• Verify the alias dialog actually opened when you clicked edit
• Confirm it is not too long
"Topics aren't appearing in my list"
• Wait a moment for the topic addition to complete
• Check that you received a success message after adding the topic
• Refresh the page to reload your topics list
• Verify you're logged into the correct account
• Verify you are looking at the correct patient record
• Contact support@trianglehealth.com if topics consistently fail to appear
"The AI search isn't working"
• Ensure you have a stable internet connection
• Try rephrasing your search terms
• Check that you clicked the arrow button or pressed Enter
• Wait for the "Searching..." process to complete
• If it continues to fail, try using the autocomplete suggestions instead
Limitations
• Topic Management cannot automatically import or sync health conditions from an external EHR or health record.
• Health topics cannot be added in bulk from a file or list; each topic must be added individually via search.
• Deleted topics cannot be recovered; only inactive (archived) topics can be restored.
• The topic search cannot suggest topics based on uploaded documents or notes; search is by name or term only.
• Custom topic creation is limited to AI-assisted matching; you cannot create arbitrary custom condition names without a matching topic.
Getting Help
For more help, use in-app Support or contact support@trianglehealth.com.