Add and manage patient profiles in the Dashboard

Who is this for?

✓ Plan: SENSORA™ platform with Structural Murmur Detection

✓ Role: Program Admin, Clinician

You can use the Eko Dashboard to manage patient profiles and any recordings assigned to a patient. You can:

  • Create, edit, view, and archive patient profiles.

  • View any existing recordings for a patient on their profile.

Note

Best practice

Create new patient profiles on the Dashboard for the program the patient belongs to. If you belong to multiple programs, make sure the patient’s profile is in the correct program.

If a new patient profile is created in the Eko App, then the patient won’t be assigned to a program or viewable in the Dashboard.

If a patient profile is created in the Eko App, then you can create a new patient profile in the Dashboard, then reassign the patient’s recording to the newly-created profile, which will be viewable in the Eko app.

Create a new patient profile from the Patients screen

To create a new patient profile, you first search for potential existing patients that may match the name or MRN of the patient you want to add. If there are matches, you can select to use one. If not, you continue with creating a new patient profile.

  1. On the navigation bar, click Patients.

  2. Click Create Patient. The Create New Patient panel appears on the right.

    Screenshot 2024-09-13 at 8.32.40 AM.png
  3. Enter either the first and last name, OR the MRN number to start a search for any duplicate patients.

    Screenshot 2024-09-13 at 8.32.48 AM.png
  4. Click Save. Any potential match results will show.

  5. If there are no matches, the new patient is created and becomes visible in the Patients screen.

    Screenshot 2024-10-14 at 10.58.44 AM (2).png
     
  6. If there are matches, select the patient.

    Screenshot 2024-09-13 at 8.33.22 AM.png

    Click Use Existing Patient.

    Screenshot 2024-09-13 at 8.34.13 AM.png

    Note

    You can also choose not to use any of the matches and click Continue Creating New Patient.

  7. Enter the patient information, and click Save Changes.

 

Edit a patient profile

  1. On the navigation bar, click Patients.

  2. Search for and find the patient profile to edit.

  3. Click the patient’s row. The patient profile opens.

    Screenshot 2024-10-14 at 11.11.19 AM (2).png
  4. Click Edit. The Edit Patient panel appears on the right.

    Screenshot 2024-09-13 at 8.36.47 AM.png
  5. Update the patient’s information.

    Screenshot 2024-09-13 at 8.36.54 AM.png
  6. Click Save.

 

View and manage recordings

  1. On a patient’s profile, click the recording you want to view. The recording opens.

    Screenshot 2024-09-13 at 8.37.28 AM.png
  2. You can play back the recording or manage the recording by adding notes, selecting a position, and so on.

    Screenshot 2024-09-13 at 8.37.45 AM.png

Note

It's not possible to delete a recording that's assigned to a patient profile.

Manage a recording

On the recording screen, you can manage recordings, such as:

  • Reassigning it to a different patient profile.

  • Adding notes.

  • Downloading a PDF so you can share it or print it.

  • Downloading the audio file.

  • Selecting a position.

Reassign the recording to a different patient

  1. Click Reassign. The Reassign Recording panel opens on the right.

  2. On the Reassign Recording panel, find and select the patient profile to assign the recording to.

    Screenshot 2024-09-13 at 8.38.26 AM.png
 

Add notes

  1. Click Add Note. The New Recording Note panel appears above the waveform graph.

  2. Enter any information about the recording.

  3. Click Save.

Warning

We strongly recommend omitting any personally identifiable patient information or protected health information (PHI). Any notes will be included when sharing this recording with others.

Screenshot 2024-09-13 at 8.39.05 AM.png
 
Screenshot 2024-09-13 at 8.39.54 AM.png

Saved notes will appear below the Notes panel, and can be edited by the user who created the note.

Screenshot 2024-09-13 at 8.40.26 AM.png
 

Share or print a recording

Click Download PDF to download the report to your computer for sharing or printing.

Screenshot 2024-09-13 at 8.40.45 AM.png

Click the Audio link on the report to open the recording in the Dashboard so it can be listened to.

Screenshot 2024-10-14 at 11.26.35 AM.png
 

Download an audio file

Click Download Audio to download the recording as a .wav file that can be opened in an audio player.

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LBL:

0001157 Rev.2.0

Date of Issue:

February 24, 2023

 
 
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