LibreHealth EHR patient tags module

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Introduction

LibreHealth EHR provides the possibility of tagging and filtering patients with the use of tags and filters. Patient tags are labels that provide additional information about the patients registered in the system. Tags can be used to categorize or sort patients and also to create rules which apply to particular categories of patients through the use of filters. Filters can be used to limit access rights to patients’ information to only a particular group of users.

This document covers the details about the patient tags module in LibreHealth EHR; how to create tags, add them to patients and how to use them to create filters.

It should be noted that administrator privileges are needed for these operations.

Nguedia Adele, LibreHealth EHR Documentation Intern, 22 March 2018.

Working with Patient tags

Creating Patient tags

  1. Go to “Administration” on the navigation menu and select “Tags”
    Image showing where to locate the Tags option on the navigation menu
    Image showing where to locate the Tags option on the navigation menu
  2. On the top left corner of the screen that appears, click the “New Tag” button.
    Image showing where to locate the New Tag button on the navigation menu
    Image showing where to locate the New Tag button and the Search all Columns option

    (The “Search all columns” option on the right side of the figure above enables you to quickly locate a tag you created. This is useful when the number of tags become large. You can search for a tag by using the attributes “Created at”, “Tag Name”, “Tag color” or “Last Updated”; fill any of the attribute(s) in the labeled fields that appear underneath the “Search all columns” button and then click the button to proceed with the search.)
  3. A pop-up window will appear where you can fill in your tag name and choose a tag color. Once you have done these, click “Save”.
    Pop up window where tag details are filled
    Pop up window where to fill tag details

    (For the purpose of this tutorial, a tag named “Test” has been created which will be used subsequently for illustration. You may choose to name your tag however you please.)
After clicking the save button, wait for a few seconds while the system processes your request, if you click “Save” several times, this may just result in several tags with the same properties being created as shown in the figure below.
Multiple tags with same attributes created by clicking the Save button several times
Multiple tags with same attributes created

Adding tags to patients

  1. First, select the patient you want to add the tag to and in the patient’s details, click the “Edit” button right next to “Tags (expand)” on the top left hand side of the screen.
    Locate the patient tags edit option on the patient details screen
    Locate the patient tags option

    (If you click “Tags (expand)”, you will get the details of the tags already assigned to the patient if there are any)
  2. On the text box that appears just underneath the edit button you just clicked, enter the name of the tag(s) you want to assign to the patient and click “Save”
    Image showing the field where the patient tag(s) are added
    Image showing the field where the patient tags are added

  3. Once you have added the tags to the patient, if you go to “ Administration” on the navigation bar and select “Patients/Tags ”, you will see the list of patients to whom tags have been added.
    List of patients with tags
    List of patients with tags

    (The figure above shows two patients, Ronke Ademi and John Larson to whom have been assigned tags named “Test” and “New Tag” respectively)

Using tags to create filters

  1. On the navigation menu, go to “Administration” and select “Filters”
    Locating the Filters option on the navigation drawer
    Locate Filters on the navigation menu

  2. On the top left corner of the screen which appears, click “New Filter”.
    Image showing where to locate the New Filter button
    Locate the new filter option

    This will cause a pop-up window to appear where you can define the rules of the filter. When that is done, click “Save”.
    Image showing Filter builder (labels have been added for illustration purposes)
    Filter builder with labels added

    (In the figure above, the filter rule states that the Administrator should be allowed access to information of patients who have the “Test” tag for a specified number of days).
The following figures provide a breakdown of the various fields in the diagram above which are involved in creating a filter:
  • The field labeled as “A”permits you to allow or deny access rights to the information of the patient(s). To do this, click the drop down arrow and select an option.
    Allow/deny rights to access a patient's information

  • The field labeled as “B” permits you to choose whether you want to allow or deny the information of patient(s) to a particular user or to a group of users. To do this, click the dropdown arrow and select an option.
    Choose whether the filter rules will apply to a particular user or to a group of users

  • The field labeled “C” permits you to choose the user or group of users to whom you want to allow or deny access to the patient(s). To achieve this, click the dropdown arrow and select an option.
    Specify the user or group the filter applies to

  • The field labeled “D” permits you to choose whether you want your filter rule to be applied to a particular patient or to patients bearing a particular tag.
    Choose whether the filter rule applies to a particular patient or to a group of patients bearing a particular tag

  • The field labeled “E” is where you choose which patient or tag your filter will be applied to. Click the dropdown arrow and make your choice from the list of options.
    Choose which patient or tag your filter will be applied to

  • The fields labeled “F” and “G” permit you to select a time frame during which your filter will be applied.
    Select a time frame during which the filter will be applied

  • The field “H” permits you to define the priority of the filter. In case two or more filters are applied to a single patient or tag, the one with the higher priority will take precedence over that with lower priority.
    Select filter priority

  • In the field labeled “I” you can write a short note describing your filter.

Conclusion

This document gives instructions on creating tags, adding tags to patients and using tags to create filters on the LibreHealth EHR.

If you use a filter to deny a user or group of users access to a patient, they will not be able to see the patient’s information when they log into the system, it will appear to them as if the patient is not in the system.

Contact Author

  • Nguedia_Adele - nguediaadele@yahoo.fr