Flows/Manage patient users

flowclinicalCARE 3.0+

Clinical

Concepts

Patient

Encounter Care team Condition Allergy & Intolerance Observation Diagnostic Report Service Request Specimen Consent Clinical Notes

Questionnaire Response

Flows

Search for a patient

Register a patient View a patient's profile Update patient details Manage patient identifiers Manage patient tags Mark a patient as deceased Manage patient users View a patient's appointments and tokens Create an encounter Update encounter details Assign an encounter location Manage the encounter care team Manage encounter departments Manage encounter tags Discharge a patient Complete an encounter

Restart an encounter

References

Patient

Encounter Care team Condition Allergy Intolerance Observation Diagnostic Report Consent Notes Specimen Service Request

Questionnaire Response

Overview

This flow describes how to assign a user to a patient in Care. The assigned user supports the patient in the field, separate from the patient's clinical encounters.

Pre-requisites

• The patient is registered in Care.
• The user that you want to assign has an account in Care.
• You have the permissions listed below.

Permissions

Permission	Access
Can Update a Patient's data	Lets you assign a user to the patient and remove an assigned user.

Steps

1. Open the patient's profile

Open the profile of the patient that you want to manage. For the full steps, see View a patient's profile.

2. Open the User section

On the patient's profile, go to the Users section. This section lists the users that are assigned to the patient.

3. Search for the user that you want to assign

Enter the name or the username of the user in the search box. Care shows the helper text "Search for a user and assign a role to add them to the patient."

4. Select the user and assign a role

Select the user from the search results. Assign a role to the user. Care adds the user to the patient with that role.

5. Remove an assigned user

📝 Note

Do this step only when you want to remove access.

Select an assigned user in the Users section. Remove the access of that user from the patient.

Expected Outcome

• The Users section shows the assigned user together with the role that you gave.
• The assigned user can support the patient in the field.
• When you remove a user, the Users section no longer shows that user.

Clinical

Concepts

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Service Request · Specimen · Consent · Notes · Q. Response

Flows

Search · Register · Profile · Update · Identifiers · Tags · Deceased · Users · Appointments · Create Encounter · Update Encounter · Location · Care Team · Departments · Tags · Discharge · Complete · Restart

References

Patient · Encounter · Care team · Condition · Allergy · Observation · Dx Report · Consent · Notes · Specimen · Service Request · Q. Response

Related

• Concept: Concepts/Patient
• Reference: References/Patient

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