Desktop and web

Applies to: Microsoft Teams.

Overview of Patients

Patient care teams can compile and monitor lists of patients for rounds, interdisciplinary team meetings, and more with Patients. This version of Patients supports direct entry of patient information into lists and enables exporting as .xlsx files.

Open Patients

If Patients is accessible and installed on your team, you’ll locate it in the General channel as a tab. Choose the tab to launch Patients. If Patients is not set up, please contact your team owner.

Set up Patients for the first time

Important: Only team owners can add the Patients app to a team.

Patients can presently be added only to the General channel of a team. (If you need to create the team where you want to use Patients, see Create a team from scratch, then come back here.

When you have the team where you want to use Patients, follow these steps:

1. Select  Apps in the bottom-left corner of Teams.
2. Search for “Patients” and choose it from the results.
3. Pick Add to a team.
4. Append the name of the team or channel where you want to install Patients.
5. Choose Set up a tab.
6. If you want to post about Patients, tick the box beside Post to the channel about this tab, then press Save.

Create a patient list

After you’ve added Patients to your team or channel, you can design a patient list.

1. Choose the team whose General channel you’d prefer to add Patients to. 
2. In the Add fields screen, you’ll notice four default fields: Name, Medical Record Number (MRN), Location, and Date of Birth. You can amend, erase, rearrange, and create additional fields. Any fields here will transform into columns in the patient list. They’ll emerge in their order in which they were inputted. Reorder fields by dragging and dropping with the drag handle, or by using the given keyboard shortcuts (CTRL + Shift/CMD + Up/Down).
3. Next, customise the Title and three Subtitles. The Title will show at the top of the patient details view and the Subtitles display right under. This facilitates detecting patients at a glimpse.
4. Choose Next, double check that the fields are ordered in your desired way, then press Confirm.

Add a field to a patient list

• Pick  Add field and select either  Text or  Multiple choice.
  • If you picked  Text, complete the field and press Enter or choose  Add field to add another field.
  • If you selected  Multiple choice, type the sought options by clicking  Add item.

Tip: You can insert colours to multiple-choice options by clicking  at the left of each item.  

Add patients to a patient list 

1. Click  Add patient.
   
   
2. State the patient’s name in the Name field.
3. Input any other relevant information in the remaining fields.
4. Press Save at the top right.

Tip: Bold or italicise the text in any text field by hovering over it and choosing  More options.

Remove a patient from a list

1. Hover over the patient entry, by the right of the leftmost column, then pick  More options > Remove.
   
   

This will delete the patient entry and its entire data from the list.

Add or change the columns in a patient list

1. Choose    More options > Edit fields.
   
   
2. Click + Add field and decide between text or multiple choice fields.
3. To rearrange columns, utilise the  drag handles or the quick keys (CTRL + Shift/CMD + Up/Down), then press  Done.

Switch between patient lists

Pick the  beside the title of the patient list you’re checking, then confirm your sought list to move to.

Delete a patient list

1. Choose the  at the upper left area of the app.
2. Hover over the entry for your target list to delete, then choose  More options >  Remove.
   
   

Note: Currently, you can only delete lists that are not Set as default. To delete the default list, create a new list and set it as default first.  

 Edit patient information

1. Find and choose the patient’s entry in the pertinent list, and then press Edit.
2. Type any new information into the right fields.
3. Press Save.

Inside here, click the  by the right of the Edit button to return to the patient list view.