Collaborative Care - How to manage patient information

Once a patient’s record has been created (either manually or through an integration with your EHR), you can edit certain information for that patient.

• On the left panel, you will see existing demographic details on the patient reference card
• On the right panel, you will see a virtual “post it note” where you can save any “Additional Patient Info”. After typing additional patient details, click “Save” to save the information

How to edit patient demographic information

1. On the patient record, you will see several patient related cards. Under the Patient Info card on the bottom left, click the “Edit Demographics” button
2. Update the relevant information, then click “Save”

*Note if you are integrated with Mirah: If you update demographic information in the system that differs from your EHR then your integration will overwrite data in Mirah to what is in the EHR.

How to review additional information about the patient

On the patient record, you will see several cards. Each card includes additional information that can be viewed / managed for the patient

1. Measurement History - The “Measurement History” card shows the history of the measurements the patient and their caregivers have taken.
   1. The first section, Measurement History, is a summary of the scores on each measurement, with a link to the full report at the bottom.
   2. The second section, Scheduled Measurements, shows the dates of the patient’s upcoming scheduled assessments
   3. The third section, Active Measurement Bundles, shows measurement bundles that have been added for the patient. Clicking the name of any bundle will expand it to show the scales it includes, as well as a button to remove it from the patient. The Add button lets you add new bundles.

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2. Tasks - The “Tasks” card shows all tasks related to the patient
   1. You can use the search bar to search for a specific task record
   2. Tasks can be filtered based on Assignment and Status *Note - tasks are automatically filtered on Active tasks

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1. Related People - The “Related People” card shows guardians, teachers and other people related to the patient. Many of the scales are sent to these people instead of or in addition to the patient
   1. You can add a new related person by clicking on the “Add a Related Person” button
   2. You can edit an existing related person by clicking on the "Edit" button

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