---
title: "Introduction to the Portal "
url: "https://clinicians.ultramed.co/en/article/introduction-to-the-base-portal-upgrade"
language: "en"
last_updated: "2026-09-02T09:09:55.325Z"
---

# Introduction to the Portal 

### **In this guide, you will learn how to:**

-   Navigate the dashboard and filter assessments
-   Use the left-hand side menu
-   Understand how assessments are initiated

### **Who has access:**

All user levels

#### **Dashboard Overview**

The dashboard provides a comprehensive view of patient assessments. You can view the following information:

-   **Patient Details** – Patient names and unique identifiers
-   **Needs Attention** – Flags requiring user action
-   **Status** – Indicates which folder the assessment is in
-   **Date Created** – When the assessment was initiated
-   **Date Updated** – Last time the assessment was modified
-   **TCI Date** – “To Come In” date
-   **RTT Date** – Referral to treatment start date (NHS England)
-   **PAC Date** – Pre-assessment clinic date
-   **Assessment Group** – Custom assessment group name
-   **Specialty** – Clinical specialty
-   **Consultant** – Assigned surgical consultant
-   **User Assigned** – Name of the user responsible for the assessment
-   **Priority** – Surgical priority
-   **Referral Priority** – Routine, Urgent, or 2WW
-   **ASA Grade** – ASA classification assigned to the patient
-   **Tag** – Custom status tag  
      
    ![](https://cdn-assets.productfruits.com/0c4381e5-bf44-4bbd-ab4c-b11fb74153eb)

#### **Customising Your Dashboard View**

You can personalise your dashboard view by changing, filtering, and sorting the displayed columns.

-   **To select columns:**  
    Click on **"Columns"** and choose which fields to display.

![](https://cdn-assets.productfruits.com/fac2a840-2e34-4101-9340-b5534fd4a1e5)  
 

-   **To filter or sort assessments:**  
    Click on **"Filter"** or **"Sorted"**, and select the relevant criteria (e.g., Specialty, Consultant, Status).

![](https://cdn-assets.productfruits.com/01aca15c-4412-4076-97c0-dd3bfe79dcf1)

**Note:**

Filtering and sorting only apply to your personal dashboard view. Changes are saved automatically and will persist until manually updated. You can adjust your view as often as needed.