Assigning Patients and Team Views

A Dermi Atlas Professional deployment holds one practice team, and every member of the team sees every patient. Assignment records which members are responsible for a patient and decides which list each member sees first. What a member can do depends on the account type alone, never on assignment; the account types are described in Account Types and Permissions.

Assignment, the Filter by Members section, and the Patient Database View preference appear only on a team with more than one member. On a single-member team every patient belongs to that member.

Assigning a Patient

The Assigned Members section sits on the Create Patient page and on the Patient Details page, under the caption "Assignment does not restrict access."

1. Open the patient's details, or start a record from Create Patient.
2. Select Assign Members to open the Assign Members drawer.
3. Select the members to assign. Each row shows the member's account type, a Restricted, Revoked, Unlisted, or Disabled chip when the account's access is limited, and "(You)" on the signed-in member's own row.
4. Select Close, then save the record with Save Changes, or Create Patient when creating one.

1x

Illustrative demo with synthetic data. Learn more

Both Clinician and Assistant accounts can change an assignment. Until the record is saved, a member added is marked with a plus sign, and a member removed stays in the section, crossed out, with a control to undo the removal.

A patient created by a Clinician account starts assigned to its creator. A patient created by an Assistant account starts unassigned, and is listed under All Patients and under Unassigned in the Filter by Members section.

Filtering the Patient Database by Member

The Filter by Members section of the Patient Database lists every team member, the signed-in member first and labeled "(You)", each with its account type and, when the account's access is limited, the same chip as on the assignment rows above, followed by Unassigned.

• No selection lists every patient of the team.
• One or more selected members list the patients assigned to any of them.
• Unassigned lists the patients with no assigned member.

1x

Illustrative demo with synthetic data. Learn more

The member selection combines with the search and the other filters, and Clear All clears it together with them; both are described in Patient Search and Filtering. The selection is kept in the browser tab until it is closed or the account signs out.

The section opens expanded by default. The Expanded Database Sections card on the Preferences page sets whether it opens expanded, through its Filter by Members option, and whether a section opened or closed on the page stays that way the next time the page opens.

Choosing the Opening View

Each account chooses the list its Patient Database opens on.

1. Open Preferences.
2. Locate the Patient Database View card.
3. Select My Patients or All Patients, then Save Changes.

Until the selection is changed in the browser tab, My Patients opens the Patient Database with the signed-in member selected in the Filter by Members section and All Patients with no member selected. Clearing or changing the selection widens or narrows the list at any time. Until the option is set, a Clinician account opens on My Patients and an Assistant account on All Patients.

The same choice sets the Recent Patients and Recent Entries sections of the Summary page. Under My Patients they list only the member's assigned patients and their entries, and read "No patients assigned to you" or "No entries for your patients yet" when there are none. The record counts on the Summary page always cover the whole team.

1x

Illustrative demo with synthetic data. Learn more

Colleagues in the Same Record

When a colleague has a patient's entry, Image Pool, or full body session open, the session pill at the bottom of the dashboard pages names them, and their presence mark sits on what they have open. Both are described in Real-Time Synchronization Across Devices.

1x

Illustrative demo with synthetic data. Learn more

Assignment in the Activity Log

Each assignment change is recorded in the patient's activity log as its own entry, with the member who made it and the members assigned and unassigned, under Comprehensive logging, the default. Viewing the log is described in Audit Logging Configuration.

Related Resources

• Managing Patients for creating and editing patient records
• Patient Search and Filtering for the rest of the Patient Database page
• Inviting and Managing Team Members for adding the members who appear in the Assign Members drawer
• Account Types and Permissions for what each account type can do