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 Members filter, and the Patient Database preference appear only on a team with more than one member. On a single-member team every patient simply belongs to the one 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.

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 the Unassigned chip of the Members filter.

Filtering the Patient Database by Member

The Filter by members: section of the Patient Database holds one chip per team member, the signed-in member first and labeled "(You)", each with its account type, followed by an Unassigned chip.

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

Illustrative demo with synthetic data. Learn more

The member selection combines with the search and the other filters, and Clear Search clears it together with them; both are described in Patient Search and Filtering. The selection lasts for the visit.

The section opens expanded by default. The 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 on the next visit.

Choosing the Opening View

Each account chooses the list its Patient Database opens on.

1. Open Preferences.
2. Locate the Patient Database card, "Choose the view the Patient Database opens on".
3. Select My Patients or All Patients, then Save Changes.

My Patients opens the Patient Database with the signed-in member's own chip selected in the Members filter; All Patients opens it with no chip selected. Clearing or changing the chips widens or narrows the list at any time during the visit. 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.

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.

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, under the member who made it, and names the members assigned and unassigned. A patient's log therefore shows who was made responsible for the record and when. 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