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.

📘

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.
33863386

Select Patient Template

  1. Click on Expand in the preview pane.
728728

Expand Patient Template

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

20882088

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.

469469

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.

606606

Date of Birth

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

567567

Gender

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

600600

Description

Attribute Type: Paragraph
A description of the patient.

605605

Email

Attribute Type: Email
The patient's email address.

567567

Phone

Attribute Type: Phone
The patient's phone number.

567567

Additional Phone

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

567567

Address

Attribute Type: Address
The patient's current address.

568568

Locale

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

567567

Enabled

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

567567

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.

613613

Owner Organization

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

620620

Creation Time

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

567567

Last Modified Time

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

592592

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.
20462046

Add Regular Field

  1. Click Please choose a name and enter a name for the new field.
19291929

Choosing a Field Name

  1. 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).
19291929

Choose Attribute Type

  1. Complete the remaining parameters for the Attribute Type.
  2. For fields that you require your users to fill, select Required.
19291929

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.
19291929

Choosing a Field Name

  1. 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).
19291929

Choose Attribute Type

  1. Complete the remaining parameters for the Attribute Type.
  2. 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.
  3. For fields that you require your users to fill, select Required.
20462046

PHI and Required

Step 5 - Save Changes

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

📘

Note

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


Did this page help you?