LibreHealth EHR patient tags module
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.
- Go to “Administration” on the navigation menu and select “Tags”
- On the top left corner of the screen that appears, click the “New Tag” button.
(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.)
- 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”.
(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.
- 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.
(If you click “Tags (expand)”, you will get the details of the tags already assigned to the patient if there are any)
- 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”
- 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.
(The figure above shows two patients, Ronke Ademi and John Larson to whom have been assigned tags named “Test” and “New Tag” respectively)
- On the navigation menu, go to “Administration” and select “Filters”
- On the top left corner of the screen which appears, click “New Filter”.
This will cause a pop-up window to appear where you can define the rules of the filter. When that is done, click “Save”.
(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.
- 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.
- 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.
- 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.
- 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.
- The fields labeled “F” and “G” permit you to select a time frame during which your 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.
- In the field labeled “I” you can write a short note describing your filter.
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.
- Nguedia_Adele - firstname.lastname@example.org