How to Open the List of Patients at the Organization and Site Level?
Support Hyggio
15 steps
2 minutes
Hyggio
Organization Level
1
To access the Organization level and open the patient list, you must have the appropriate permissions.
2
Go to the "Patients" icon in the left side menu.
3
Here is a list of patients at your Organization. Click an arrow to expand more details about selected patient.
4
Clicking on the three dots to the right of each patient will bring up the available options to choose from.
5
Choosing each one entails further actions.
6
You can search patient by Full name / ID / Identification number / Email / Phone / Trial
7
Clicking on the filter icon will display options for filtering the entire list of patients by specific criteria.
8
Select criteria and click "Filter"
Site Level
9
Go to the "Patients" icon in the left side menu.
10
Here is a list of patients at your Site. Click an arrow to expand more details about selected patient.
11
Clicking on the three dots to the right of each patient will bring up the available options to choose from.
12
Choosing each one entails further actions.
13
You can search patients by "Full name / ID / Identification number / Email / Phone / Trial" field.
14
Clicking on the filter icon will display options for filtering the entire list of patients by specific criteria.
15
Select criteria and click "Filter".
How to Open the List of Patients at the Organization and Site Level?
Support Hyggio
15 steps
2 minutes
Hyggio
Organization Level
1
To access the Organization level and open the patient list, you must have the appropriate permissions.
2
Go to the "Patients" icon in the left side menu.
3
Here is a list of patients at your Organization. Click an arrow to expand more details about selected patient.
4
Clicking on the three dots to the right of each patient will bring up the available options to choose from.
5
Choosing each one entails further actions.
6
You can search patient by Full name / ID / Identification number / Email / Phone / Trial
7
Clicking on the filter icon will display options for filtering the entire list of patients by specific criteria.
8
Select criteria and click "Filter"
Site Level
9
Go to the "Patients" icon in the left side menu.
10
Here is a list of patients at your Site. Click an arrow to expand more details about selected patient.
11
Clicking on the three dots to the right of each patient will bring up the available options to choose from.
12
Choosing each one entails further actions.
13
You can search patients by "Full name / ID / Identification number / Email / Phone / Trial" field.
14
Clicking on the filter icon will display options for filtering the entire list of patients by specific criteria.
15
Select criteria and click "Filter".