😷Adding Patient Users (Web Portal)

  Administrator     CRT  

📌 Overview

Before capturing any data using the AiCCESS application, it's essential to add a patient to the system. We recommend adding patients 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 web application. For mobile application instructions, refer to 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 web application.
• 🧾 Patient Information:
  • Study ID
  • Assigned CRT User
  • 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 web application with your credentials.
2. 🗂️ Navigate to Patient Management: From the dashboard, select Manage Patients.
3. ➕ Add New Patient: Click on Add Patient.
4. 📝 Enter Patient Details:
   • Input the patient's Study ID.
   • Assign a CRT User responsible for the patient.
   • Indicate the patient's consent status.
   • (Optional) Provide the patient's email address.

ℹ️ Important: The patient's email address must be added for the patient to receive their user invitation.

5. 💾 Save Information: After entering the details, click Save to register the patient in the system.

🎥 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.

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:

• Upload patient data 📤
• Capture scans in the mobile app 📸
• Complete questionnaires in the mobile app 📝

❓ Need Help?

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