Patient Record

Opening a patient from Patient Management shows their record. The header shows the patient’s name, email and national ID, and whether they are Claimed (they have signed in to their account) or Unclaimed (registered by an organization and not yet signed in).

Cards

Personal information: first and last name, nickname and preferred language. These come from the patient’s own account. Once the patient has signed in, they manage these themselves.

Account information: email, whether it is verified, national ID and account status.

Contact information: phone number and how the patient prefers to be contacted: email, phone call, SMS, WhatsApp or an app notification. Staff who can update patients can Edit the preferred method.

Demographics: birthdate, marital status, education, ethnicity, whether they smoke, country and postal code. This card appears only for roles allowed to view demographics, and Edit only for roles allowed to change them. A role that cannot view demographics does not receive them at all, in this app or through the API, and cannot filter patients by them.

Tags: the tags your organization has given this patient. Staff who can manage patient tags can change them here, including removing all of them. Tags belong to your organization and are not visible to the patient.

Monitoring: whether your organization monitors the patient, and since when. See Monitoring below.

Monitoring

Registering a patient is free. Monitoring a patient is what your plan charges for. While your organization monitors a patient, its alerts and risk scores run for them, and you can enroll them in care plans and staff can follow them. A patient who is not monitored can still be seen, treated and recorded as usual.

Staff who can monitor patients turn it on with Monitor, and off with Stop monitoring. The card also shows how many patients your organization has monitored this month, how many your plan includes and the most it allows, for example “Monitored this month: 87 (100 included, max 1,000)”.

• A patient counts once in a calendar month (UTC), however often monitoring is turned on and off. Monitoring a patient you already monitored this month is always possible.
• Stopping monitoring does not free room until the 1st of next month. A patient monitored for less than 24 hours in total this month is not counted.
• Once this month’s count reaches your plan’s maximum, monitoring a new patient is refused until the month resets.
• You can’t stop monitoring a patient who is in one of your active care plans: end the care plans first.
• Only your staff stop monitoring. If the patient stops sharing their data or leaves your organization, monitoring stays on, and alerts and risk scores keep running on the records your organization can still see. You can’t remove a monitored patient from your organization until you stop monitoring them.

The card appears once your organization has accepted the patient. Patients can also pay for their own monitoring in the patient app, which runs their own alerts and lets them enroll themselves in care plans; that doesn’t count against your plan.

Changes and the patient’s own account

A patient who has signed in owns their identity: their name, email and phone come from their account and are refreshed each time they sign in. Changes you make to contact information and demographics on this screen update the patient’s own record, not just your organization’s view of it, so every organization caring for the patient sees them. Tags are the exception: they belong to your organization only.

Who sees what

You can open a patient’s record only if they are connected to your organization. If your role is limited to the patients you follow, you can open only those (see Followed patients). If your account is restricted to certain patient tags, you can only open patients carrying those tags.

Once a patient has accepted your organization, they decide what it can see. They can stop sharing their vital signs (measurements, blood pressure, observations, symptoms), their lifestyle records (exercise, sleep, nutrition, emotional state, doses taken) or their clinical records (allergies, diagnoses, surgeries, prescriptions, laboratories, imaging), and can set a date when access ends. What they stop sharing disappears from the patient’s cards, and you can no longer add to it. Until the patient accepts, your organization can set these itself when registering or linking them.