Changing Patient and Study Details

Changing Patient and Study Details

HeartLab allows authorised users to update patient identity information, additional patient details, and study dates to maintain accurate clinical records throughout the reporting workflow.

Because these changes may affect clinical documentation and audit history, users are required to provide a reason whenever patient identity or study date information is amended.

Applies to

• Users with Studies: Change patient identities permission (Administrators, Physicians and Technicians)

Update Patient Identity Information

Patient identity information can be updated from either the Study List or the Study Viewer.

From the Study List

1. Locate the target study.
2. Select More Actions (Ellipsis).
3. Select Update Patient Identity.

From the Study Viewer

1. Open the target study.
2. Select More Actions (Ellipsis) from the top toolbar.
3. Select Update Patient Identity.

The update window allows modification of:

• Patient first, middle, and last names
• Prefix and suffix
• Patient ID / UUID
• Date of birth
• Sex

Save Changes

1. Update the required fields.
2. Enter a reason for the amendment.
3. Select Save Patient Identity.

Update Additional Patient Information

Additional patient details can also be updated from the Study Viewer.

1. Open the target study.
2. Select the dropdown arrow in the top-right corner of the Patient Information Panel.
3. Update the required fields.

Available fields may include:

• Ethnicity
• Height
• Weight
• Indication
• Clinical history

Changes save automatically.

Change the Study Date

To update the study date or time:

1. Select More Actions (Ellipsis) from either:
   • The Study List, or
   • The Study Viewer
2. Select Edit Study Date.

3. Update the required date and time fields.
4. Select Save Study Date.

Additional Notes