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

This help topic describes functionality that may not be part of the feature set in use at your company.

View Patient

Clinical users are able to view information about the patient.

To view Patient Detail information:

  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. Enter the patient's name, date of birth, setup date, or External ID (full or partial), or Device serial number of patient's equipment and click the Search button. You can also click on the following Search By attributes: Name, External ID, Patient reference (or NHS Number), and Device serial number.
    Based on entered information, relevant patients display.

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. 

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

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.

  1. 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.

Note:  Once a patient is selected, a Patient Header remains constant above available tabs that can provide specific patient details. The Patient Header contains the Patient Name, birth date, age, system 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).

  1. To view specific patient details, click the tab that corresponds to the desired information: Identity, 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: To edit patient details, click the edit button and make required updates. For the Health Statistics section, click the Add button to add or update patient information. If the Time Zone is updated, patient compliance is not impacted.

Note: Only the Patient Level Rule Administrator role can modify and customize existing Health Rules Sets at the patient level. An organization's Health Rule Sets are listed under the Rules and Reminders tab. A patient's Health Rule Set is listed under the Health Rule Set tab on the patient record. For more information, see User Roles.

Note: When updating a patient's Care Team Assignment, you can search patients with an External ID number, and search external care team members and locations with an NPI Number.
 

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