Editing the Patient Template

The BioT platform comes preinstalled with the Patient template. . Its purpose is to allow you to teach BioT what type of information you would like to keep about your Patients. You can customize it for your needs by adding, changing or removing attributes. Follow the procedure below to edit the Patient template. For more information about the Patient template, see Patient Template in the product description.

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Note

It is not possible to delete the Patient template, nor is it possible to create additional Patient templates.

Step 1 - Select the Patient Template

1. From the Templates list in the BioT Console, find the Patient template in the list and select it.

2. Click on Expand in the preview pane.

The Overview tab of the Edit Patient Template page is displayed.

Step 2 - Manage General Fields

1. At the top of the Edit Patient Template pane, go to the General Fields tab.
2. Make any necessary changes to the existing fields in the tab.

General attributes include information about the patient such as gender, date of birth, caregiver, etc.
The following built-in General attributes appear in the Patient template:

Name

Attribute Type: Name
The patient's full name.

National ID

Attribute Type: Label
This is a unique ID identifying the person. In many countries, it is called a national ID number. If in your country you use a different identifier (e.g. social security number), feel free to rename the field accordingly.
BioT uses this field to avoid confusion in case of persons having the same name.
This field is required and can't be disabled.

Date of Birth

Attribute Type: Date
The patient's date of birth.

Gender

Attribute Type: Single Select
The patient's gender. Possible options include Male, Female and Unspecified.

Description

Attribute Type: Paragraph
A description of the patient.

Email

Attribute Type: Email
The patient's email address.

Phone

Attribute Type: Phone
The patient's phone number.

Additional Phone

Attribute Type: Phone
An additional phone number for the patient if they have one.

Address

Attribute Type: Address
The patient's current address.

Locale

Attribute Type: Locale
The locale in which the patient resides.

Enabled

Attribute Type: Boolean
Whether or not the patient is allowed to log in to the BioT system.

Caregiver

Attribute Type: Entity
The caregiver connected to this patient. If in your use case patients are not assigned to certain caregivers, feel free to disable this attribute.

Owner Organization

Attribute Type: Entity
The healthcare organization to which the patient belongs.
This attribute is required and cannot be disabled.

Creation Time

Attribute Type: Date Time
The time and date when the patient's record was created in BioT.

Last Modified Time

Attribute Type: Date Time
The time and date when the patient's record was most recently modified in BioT.

Step 3 - Add General Attributes

If your users need more attributes to keep about the patient, scroll to the bottom of the General attributes list and:

1. Click + Add General Field.

2. Click Please choose a name and enter a name for the new field.

3. Click the Choose Type dropdown and select the attribute type from the list (see Attribute Types for a full list of types and their parameters).

4. Complete the remaining parameters for the Attribute Type.
5. For fields that you require your users to fill, select Required.

Step 4 - Add Observation Fields

The Observation fields describe what kind of biomarkers and other point-in-time observations the system should store about the patient. The BioT platform does not come with any built-in observation fields, so any fields you need must be added when editing the template.

To add new observation fields:

1. Select the Observations tab.
2. Click + Add Observation Field.
3. Click Please choose a name and enter a name for the new field.

4. Click the Choose Type dropdown and select the attribute type from the list (see Attribute Types for a full list of types and their parameters).

5. Complete the remaining parameters for the Attribute Type.
6. If the field contains protected health information, select the PHI checkbox. When you do that, BioT adds additional safeguards for the field and refrains from storing or sending it to non-HIPAA Eligible media (e.g. using it in the content of an email) along with patient data.
7. For fields that you require your users to fill, select Required.

Step 5 - Save Changes

Once you finish making changes to the template, click Save Changes.
You are returned to the template portal page.

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Note

You can click Cancel at any time to discard the changes and return to the templates list.