Managing Patients

Every entry, image, full body session, and report in Dermi Atlas belongs to a patient record. This article covers creating a record, working on the Patient Details page, and deleting a record. Finding patients on the Patient Database page is covered in Patient Search and Filtering.

Creating a Patient

1. Select Create Patient in the sidebar or in the header of the Patient Database page.
2. Enter a Unique ID, the only required field.
3. Complete any optional fields now, or later from the Patient Details page.
4. On a team with more than one member, review Assigned Members, described in Assigning Patients and Team Views.
5. Select Create Patient in the page header.

Atlas opens the patient's entries page, ready for a first clinical entry. Reset clears the form before the record is created. A search on the Patient Database that matches no patient also offers to create one with the searched ID.

Illustrative demo with synthetic data. Learn more

Unique ID

A unique ID is 2 to 32 characters long and uses lowercase letters, numbers, underscores, and hyphens; uppercase letters are converted to lowercase as they are typed. Each ID is used once across the practice team. When an ID is already taken, a "Duplicate patient" notification offers Go to Patient, which opens the existing record.

Optional Fields

• Full Name: up to 128 characters; letters, numbers, hyphens, and spaces
• First Name and Last Name: up to 64 characters each; letters, numbers, and hyphens
• Email
• Primary Telephone and Secondary Telephone: up to 32 characters; digits, plus sign, hyphens, and parentheses
• Address: up to 64 characters
• Health Card Number: up to 32 characters; letters, numbers, and hyphens
• Birth Date
• Height (cm) and Weight (kg)
• Gender: Prefer not to say (the default), Male, Female, or Other

The Patient Details Page

To open a patient's details, select the unique ID on the patient's card in the Patient Database, or select Details in the sidebar while the patient is open. The sidebar lists Details, Full Body, Image Pool, and Entries for the patient currently open.

The page holds, from the top:

• Patient Activity Logs: the record's activity, described in Audit Logging Configuration
• Clinical image consent: the patient's consent for clinical photography, when consent is recorded or requested, described in Clinical Image Consent
• The patient form: the unique ID and the optional fields
• Assigned Members: the members responsible for the patient, on a team with more than one member
• Tags: the tags assigned to the patient and the tags it inherits

Editing Details

Changes to the form, the assigned members, and the tags are counted in the page header. Each changed field carries its own undo control, Save Changes saves every change at once, and Discard returns the page to the last saved state. Leaving the page with unsaved changes raises a warning first.

Only Clinician accounts can edit a patient's identity: the unique ID and the other fields of the patient form. On an Assistant account these fields are locked and a "Patient Identity Limitations" notice is shown; tags, consent, assigned members, entries, and images stay editable. An Assistant account completes every field when it creates a patient.

Illustrative demo with synthetic data. Learn more

Tags

Assign Tags opens the Patient Assigned Tags drawer, where tags are added to or removed from the patient; the change is saved with the rest of the page. Inherited tags, labeled "Auto-inherited from the patient's entries and images", come from the patient's entries and images and are read-only here. Tags and the tag library are described in Tag Management.

Assigned Members

Assignment records which members are responsible for the patient and sets the list each member's Patient Database opens on. As the section states, "Assignment does not restrict access": every member of the team sees every patient. A patient created by a Clinician account is assigned to its creator, and one created by an Assistant account starts unassigned.

The More Options Menu

View Details in the More Options menu shows the record's technical information, such as its record ID and its created and modified dates. For Clinician accounts the menu also holds the PDF exports (Export Details, Export Image Pool, Export Full Body, and Export Full Report, described in Generating PDF Reports), Deleted Items, and Delete Patient.

Deleting a Patient

Only Clinician accounts can delete a patient.

1. Open the patient's details and select Delete Patient in the More Options menu.
2. Type the confirmation phrase shown in the drawer: DELETE PATIENT, or PERMANENTLY DELETE PATIENT when the practice deletes records permanently.
3. Select Delete Patient.

The patient is deleted together with its entries, images, zones, lesions, and full body sessions, and Atlas returns to the Patient Database. Under the Standard and Recoverable deletion policies the record stays recoverable until the retention period ends, as described in Recovering Deleted Records. Under the permanent policy it cannot be recovered. The policy and the retention period are set for the whole practice in Dermi Atlas Manager, described in Configuring Data Retention for Deleted Records.

Cloud Demo Limits

In the Atlas Cloud Demo, only the unique ID is saved: the other identity fields are disabled, and an "Input Restrictions" notice reads "Only anonymous Unique IDs can be saved". A patient deleted in the Atlas Cloud Demo is removed permanently.

Related Resources

• Patient Search and Filtering for the Patient Database page, its search, and its filters
• Clinical Entries and Appointment Notes for documenting a visit
• Recovering Deleted Records for restoring a deleted patient or item
• Account Types and Permissions for what Clinician and Assistant accounts can do