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Pin a patient

What it does

Pinning focuses Agent D on a specific patient record. Typing /p followed by the name searches the patient database and pins the matching record, while /open navigates to the pinned patient's chart. Typing /clear unpins the active patient and resets conversation history to start a fresh chat. Opening a past visit automatically restores its saved visit chat.

Also on this screen

  • Saved visit chat (AD-049): Reopens the chat that belongs to this visit.
  • /p (AD-091): Finds a patient by name and date of birth and pins them.
  • /open (AD-092): Opens the pinned patient's record.
  • /clear (AD-093): Unpins the patient and starts a new conversation.
  • /clear (SLASH-021): Unpins the active patient and resets conversation history to start a new chat.

When to use it

Use /p when searching for a patient from chat, and use /clear when switching between patients or starting a general inquiry.

Step by step

  1. Type /p and the start of the name. Type /p and the start of the name.
  2. Type /open and stop. Type /open and stop.
  3. Type /clear and stop. Type /clear and stop.

What Agent D can do

Agent D scopes all clinical context, chart readings, and slash commands to the pinned patient. It clears memory when /clear is invoked.

Safety (what needs your Confirm)

Pinning ensures that Agent D only accesses data from the approved patient chart. It prevents cross-patient data contamination during consultations.

Common questions

How do I know which patient is currently pinned?

A pinned patient chip displaying the patient's name and date of birth appears at the top of the Agent D column.

Does /clear delete past consult notes?

No. /clear only resets your current chat screen. All permanent patient records and visit notes remain safely stored.

What happens when I reopen a past consultation?

Agent D reloads the saved visit chat that took place during that specific consultation.

Last reviewed: 03/10/2026.