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Patient record

Maëlle
Updated

Note: You can download the Patient Record manual in PDF format at the end of the article.

 

1. Overview

The Patient Record feature acts as a centralized hub for healthcare professionals, offering streamlined access to comprehensive patient information. By consolidating all aspects of a patient’s healthcare journey in one place, this system enhances decision-making and supports coordinated, team-based care. Its design ensures up-to-date record-keeping, effective tracking of patient progress, and immediate access to critical information, which is essential for delivering continuous, well-informed care.

 

 

2. Key features

  • General Information: Patient demographics and basic details
  • Health Metrics & Questionnaire Results: Track key health indicators
  • Alerts & Care Pathways: View active alerts and ongoing care plans
  • Appointments: Access history and schedule future visits
  • Medical Conditions: Current diagnoses and health status
  • File Management: Store and organize patient-related documents
  • Notes: Record notes from practitioners and patients

 

 

3. Patient list

  • To manage and open the patient list, click on Patient icon on the navigation banner.
  • Add or import new patients to your list, by clicking on New patient button and fill in the required information.
  • The new patient will receive an invitation by email to log in on the mobile app.
  • Import a patient list from external sources by clicking on import icon. Use an existing CSV file or use our CSV template.
  • Filter patients, by clicking on Filter button . Only patients responding to specific characteristics will be displayed in the list.

 

 

4. Manage a patient record

  • Access to a specific patient record by selecting the patient name from your patient list.

 

4.1. Patient general information management

  • Edit patient information, by clicking on Edit icon
  • Update contact details, address, emergency contacts, and care team assignments.

 

4.2. Overview chart

  • The overview chart allows a quick visualization of key patient metrics.
  • It is customizable by the organization administrators.
  • The different branches represent metrics, scores or subscores from questionnaires. It can have as many branches as needed.
  • It displays data from questionnaires and metrics collected through care plans or manually. It only displays data with an established score.

 

4.3. Appointments history

  • View upcoming appointments (shown in green)
  • Access appointment history, by clicking on
  • Schedule new appointments directly from the patient record, by clicking on “Schedule appointment”.

 

4.4. Alerts and care pathways

  • Care Pathways are structured treatment plans assigned to patients.
  • Add new care pathways from the patient record, by clicking on “Add care pathway” button, or next to the patient name in the patients list. To learn how to create a care plan go to the Care Pathway Builder section.
  • The patient will receive the notification of the publishing. He'll be able to follow and complete it from his mobile application.
  • A patient can follow several care pathways at the same time.
  • Track patient progress in current care pathways he is engaged in. See if the patient has completed his care plan or not.
  • View, monitor and manage triggered alerts.
  • Care pathways can trigger alerts depending on how they were set. Alerts depend on the patient's answers.
  • Alerts notify healthcare professionals of critical patient information.

 

4.5. Measures

  • Monitor metrics, questionnaire scores, and symptoms based on patient responses from their care plan.
  • Some questions within the care plan automatically generate metric values or questionnaire scores, which are displayed here.

 

4.5.1. Metrics

  • Add manually a new metric measure, by clicking on Add icon.
  • Track metric progress using these indicators:
        • : Increased value
        • : Stable value
        • : Decreased value
  • Track metrics trends through graphical representations.

 

4.5.2. Questionnaire

  • Manually add questionnaire answers, during a consultation for exemple, by clicking on Add icon . Enter patient responses.
  • The other way to have a patient answering a questionnaire is to include it in a care plan.
  • A questionnaire score is assigned to the questionnaire when it is created. The score obtained by the patient will be automatically displayed here.
  • If interpretation rules were defined during questionnaire setup, scores will be color-coded to indicate risk levels. Risk levels range from 1 (low risk) to 5 (critical risk), based on the patient's score.
  • View patient responses in detail by clicking on the questionnaire score.

For further information on setting up interpretation rules or more generally about questionnaires, go to the Questionnaire section.

 

4.6. Medical condition

  • Add a medical condition, by clicking on Add icon
  • Specify condition severity and clinical status
  • Update medical conditions, by clicking on
  • Track condition progress
  • Archive resolved medical conditions, by clicking on

 

4.7. Patient medical files

  • Access patient files organized in categorical folders (clinical report,labs, patient files, imagery, consent)
  • Upload new medical documents, by clicking on Add icon or by asking them to upload one when completing their care plan, using the File upload widget.
  • Add titles and notes to files for easy reference
  • Search for specific files using the search function

 

4.8. Medical notes

  • View patient-submitted notes.
  • Create a practitioner note by clicking on Add icon
  • Edit an existing practitioner notes by clicking on
  • Search through notes using the search function.

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