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😷 Adding Patient Users (Mobile App)

  Administrator     CRT  

📌 Overview​

Before capturing any data using the AiCCESS application, it's essential to add a patient to the system. We recommend adding the patient as soon as they are identified, ideally before Clinical Research Technicians (CRTs) enter the operating room.

ℹ️ Note: Patient Users can be created through both the web and mobile applications. This guide focuses on the mobile application. To add a patient using the web application, follow these instructions.

✅ Prerequisites​

Before adding a Patient User, ensure you have the following:

  • 🔑 Permissions Required: Facility Network Administrator, Facility Manager, or CRT User permissions for the respective Facility.
  • 🖥️ Access: Logged into the AiCCESS mobile application.
  • 🧾 Patient Information:
    • Study ID
    • Consent status
    • Email address (optional but recommended)

💡 Tip: If the patient is unable to provide their email address at the time of registration, you can add it later. An email address is required to send the patient a user invitation.

🧑‍⚕️🩺 Adding a Patient User​

Follow these steps to add a new patient:

  1. 🔓 Log In: Access the AiCCESS mobile application with your credentials.
  2. 🗂️ Navigate to Patient Management: On the bottom right of the screen, select the Manage Patients icon.
  3. ➕ Add New Patient: Click the plus button on the top right of the screen.
  4. 📝 Enter Patient Details:
    • Input the patient's Study ID.
    • Indicate the patient's consent status.

    ℹ️ Note: In the web application, you had to specify a CRT user: in the mobile application, you will automatically be the assigned CRT. You can change this in the web app later.

    • (Optional) Provide the patient's email address.
  5. 💾 Save Information: After entering the details, scroll down and click Save to register the patient in the system.

ℹ️ Important: When creating a new patient profile, the patient's email address is optional but must be added for the patient to receive their user invitation. If a patient is unable to provide their email address during intake, leave the field blank, and then edit the profile when appropriate.

🎥 Watch the Tutorial​

📝 Patient Consent​

During patient creation, you'll have the option to indicate whether the patient has consented to the AiCCESS study. Only select this option if consent has been obtained.

Manage Patients
Patient Consent

The system allows data collection prior to obtaining consent, accommodating scenarios where consent is collected post-operatively. If consent is indicated:

  • ✉️ The patient receives a user invitation via email.
  • 🗂️ Patient data becomes accessible to AiCCESS study administrators and researchers.

📋 What's Next?​

With the patient successfully added, you can proceed to:

❓ Need Help?​

For further assistance, refer to the AiCCESS support documentation or contact your Facility Administrator.