You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

View Patient

Clinical users are able to view information about the patient from the Patients tab. Clicking the Patients tab will open the Patient Search feature. Upon selecting a patient, the Patient page will open, which provides access to additional information and tabs, including: Patient Details, Summary, Therapy Data, Prescription, Equipment, Documents, and Activity Log.

The patient search results (patient list), includes the following fields:

• Last usage date – The last date on which therapy device usage was reported.
• Days used - The number of days where therapy device usage was reported in the selected timeframe.
• Usage percentage – Calculated by dividing usage days by the number of days in the selected timeframe.
• Avg hours/day – Calculated by dividing the total number of usage hours by the number of days in the selected timeframe.

For percentage and average calculations, only the days between the setup date and the last therapy date will be counted. For example, if a timeframe of “Most recent 90 days” is selected, but only 30 days have elapsed between setup date and the last therapy date, the usage percentage will be calculated by usage days be divided by 30 to determine the percentage. The patient search and reporting details can be customized. See Days Used and Average Hours / Day.

If there is no data for the patient, these fields will be blank on the patient list.

Patient Search

To search for a patient:

1. Click the Patients tab.

   The Patient search and a list of all Active patients with a setup date in the last 120 days is displayed by default. Click Active or Inactive filter options for custom display.

2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number. 

   Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

3. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

   The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching

4. Enter a search term and then click the Search button.

   Note: The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.

   Note:  The Mask Suggestion icon displays when a Mask Selector suggestion is available for the selected patient.  

   Note: Mask Selector may not be available in all markets or for your organization.

   Note: If a patient doesn't appear in the search results, an Extend Search feature may be available if enabled in the dashboard. If enabled, click Extend Search to expand extended search option. Enter the patient's Date of birth, review the patient care provider terms, agree to the terms by checking the box, and click Extend Search. If a possible match exists, confirm one of four patient-related settings (last 4 digits of phone number, email address, street address, or last 5 digits of device serial number). If this data matches patient's information, temporary access is granted to view patient record. If this data does not match patient's information, the following message is displayed: Your search did not return any results.

   Note: Successful use of Extend Search will be recorded in the Patient Activity Log.  This will also cause a Temporary Patient Access task to be generated for the patient's provider.

5. Click the desired patient name to open the Patient window or right-click on the patient to select Open Link in New Tab or Open Link in a New Window.
   Patient information displays for the selected Patient.

Patient Details

To view specific patient details:

1. Click the icon () next to the patient's name to display information in these categories: Identity, Contact Information, Care Team, Health Statistics and Rules and Reminders.

   Patient information displays.

   Note: Custom only appears if your organization is tracking customized information for patients.

   Note:  The patient details include equipment used, setup date, last usage date and most recent (last) connection date, which only appears after a connection is made. This date updates with each connection and may not always match the last usage date (e.g., device makes a connection to Care Orchestrator, but device was not used).

   Note: To edit patient details, see Edit Patient.

    

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