You must have Clinical User,or Clinical Assistant permissions to perform these tasks.

Edit Patient

Clinical users are able to edit information about the patient.

To edit Patient Detail information:

1. Click the Patients tab.
   The Patient search and a list of all patients displays.

2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number.

Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

3. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching.  

4. Enter the main search item in the upper Search field and, if desired, enter the expanded search information in the respective Search field, then click the Search button.

Based on entered information, relevant patients display.

Note:  When searching by Date of birth, the entered date cannot be in the future and must be in the correct date format as displayed beneath the field.

Note:  When searching by Postal code, the entry must be an exact match for the data entered into the Search field.

Note:  When searching by Phone number, only numeric text is allowed in the Search field and the entry must be an exact match for the entered data in order to be displayed in the Patients list.

Note:  The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.  

Note:  The Mask Suggestion icon displays when a Mask Selector suggestion is available for the selected patient.   

5. Click the desired patient name to open the Patient window.

Patient information displays.

6. To edit specific patient details, click the icon () next to the patient's name to display information in these categories: Identity, Care Team, Health Statistics and Rules and Reminders.

Note: Custom only appears if your organization is tracking customized information for patients.

Patient information displays.

7. Click the Edit button located at the right of the patient information section. After clicking Edit, make the desired updates in the selected patient information window, and click the Save button. For the Health Statistics section, click the Add button to add or update patient information.

Patient information updated and saved.

Note: If a patient is edited to include a Philips Services external service, a unique ID number is generated. You can edit the number, change its format, or delete it. The number is viewable under the patient's Identity tab (External ID field).

Note: When updating a patient's Care Team Assignment, you can search for Internal patients by name, and search for external patients with a name, address or NPI Number.

Note: If an unauthorized care team member is assigned to a patient, an authorization request is automatically sent to your administrator. The following message appears: An authorization request has been sent to your administrator.

8. (Optional) Patients can be marked as Active or Inactive by clicking on the Active/Inactive button at the upper-right of the Patient details. Click the button and toggle to the desired Patient's status.

As desired, patient is marked as Active/Inactive.

Note: Data and card information can be downloaded to inactive patients. However, inactive patients will not receive task notifications for any rules they have been assigned.

9. (Optional) If the DreamMapper logo is shown, then a DreamMapper account can be linked or unlinked. See Link DreamMapper Account for more information. 

 

© Koninklijke Philips N. V., 2025. All rights reserved.