Patient Search: Site Perspective
Support Hyggio
27 steps
3 minutes
Hyggio
1
The Patient search is available from the Site perspective (provided that the appropriate permissions have been granted).
2
Click the Recruitment tab to navigate to the Patient search
3
At the top of the page, you can see the "Recruitment lists" and "Patient search" tab. Click on "Patient search" tab to navigate to it.
4
In the Patient Search tab, you can view a list of saved Criteria Sets created by other users. To create a new Criteria Set for Patient Search, click the "Add" button in the upper right corner.
5
To add the first inclusion or exclusion criterion for your Patient Search, click the "Add" button in the appropriate column in the center of the page.
6
After clicking the "Add" button, a modal window will appear in which you need to provide the following details for the criterion: - Name of the criterion - Data Source - Field of Data Source - Value
7
You can provide multiple components within a single criterion. Please note that within one modal, an **OR logic** is applied between the components.
8
You can provide additional components for the criterion as needed.
9
Once the criterion has been defined, click the "Apply" button to add it to the Patient Search.
10
You can add multiple criteria to a single Criteria Set. To add the next criterion, click the "Add" button in the center of the page. This can be done for both inclusion and exclusion criteria.
11
Define the next criterion for the Patient Search and click the "Apply" button to add it.
12
Please note that an **AND logic** is applied between separate criteria.
13
Click the "Save" button to save your Criteria Set.
14
A modal window will appear in which you need to provide a name for your Criteria Set.
15
Once the name has been provided, click the "Save" button.
16
Click the "Search" button to view the results based on the criteria defined in your Criteria Set.
17
The results list will display all Patients who meet the defined criteria.
18
You can return to your Criteria Set and modify it by clicking the "Edit Criteria" button.
19
In the search results, you can check which criteria a Patient meets by clicking the arrow next to the Patient's name.
20
By clicking this arrow you will expand seted criterias and will see what criteria Patient meets.
21
You can select the Patients you would like to add to a recruitment list.
22
Once the desired Patients have been selected from the results list, click the "Add to Recruitment" button to add them to a recruitment list.
23
After clicking the "Add to Recruitment" button, a modal window will appear in which you need to provide the name of the recruitment list to which you would like to add the selected Patients.
24
Select the desired recruitment list from the list.
25
Once the recruitment list has been selected, click the "Save" button to add the Patients to the recruitment list.
26
On the Criteria Set list, you can view the criteria included in a Criteria Set by expanding its name.
27
The expanded view displays detailed information about the criteria added to the Criteria Set.
Patient Search: Site Perspective
Support Hyggio
27 steps
3 minutes
Hyggio
1
The Patient search is available from the Site perspective (provided that the appropriate permissions have been granted).
2
Click the Recruitment tab to navigate to the Patient search
3
At the top of the page, you can see the "Recruitment lists" and "Patient search" tab. Click on "Patient search" tab to navigate to it.
4
In the Patient Search tab, you can view a list of saved Criteria Sets created by other users. To create a new Criteria Set for Patient Search, click the "Add" button in the upper right corner.
5
To add the first inclusion or exclusion criterion for your Patient Search, click the "Add" button in the appropriate column in the center of the page.
6
After clicking the "Add" button, a modal window will appear in which you need to provide the following details for the criterion: - Name of the criterion - Data Source - Field of Data Source - Value
7
You can provide multiple components within a single criterion. Please note that within one modal, an **OR logic** is applied between the components.
8
You can provide additional components for the criterion as needed.
9
Once the criterion has been defined, click the "Apply" button to add it to the Patient Search.
10
You can add multiple criteria to a single Criteria Set. To add the next criterion, click the "Add" button in the center of the page. This can be done for both inclusion and exclusion criteria.
11
Define the next criterion for the Patient Search and click the "Apply" button to add it.
12
Please note that an **AND logic** is applied between separate criteria.
13
Click the "Save" button to save your Criteria Set.
14
A modal window will appear in which you need to provide a name for your Criteria Set.
15
Once the name has been provided, click the "Save" button.
16
Click the "Search" button to view the results based on the criteria defined in your Criteria Set.
17
The results list will display all Patients who meet the defined criteria.
18
You can return to your Criteria Set and modify it by clicking the "Edit Criteria" button.
19
In the search results, you can check which criteria a Patient meets by clicking the arrow next to the Patient's name.
20
By clicking this arrow you will expand seted criterias and will see what criteria Patient meets.
21
You can select the Patients you would like to add to a recruitment list.
22
Once the desired Patients have been selected from the results list, click the "Add to Recruitment" button to add them to a recruitment list.
23
After clicking the "Add to Recruitment" button, a modal window will appear in which you need to provide the name of the recruitment list to which you would like to add the selected Patients.
24
Select the desired recruitment list from the list.
25
Once the recruitment list has been selected, click the "Save" button to add the Patients to the recruitment list.
26
On the Criteria Set list, you can view the criteria included in a Criteria Set by expanding its name.
27
The expanded view displays detailed information about the criteria added to the Criteria Set.
