Option | Description |
|---|---|
Patient Detail | Opens the Patient tab. Note: You can also double-click a patient to open the Patient tab. See To review existing patient information on the Patient tab. |
Edit Patient | Opens the Edit Patient dialog box. You can edit the custom information (fields) for the patient. You can also add new custom fields for the patient. See To add or edit custom fields on a per patient basis. |
Add New Relationships | Opens the Add New Patient dialog box so that you can add a relationship to the selected patient. By default, the Is Related to Existing Patient option is selected and unavailable. Repeat Step 3 of To add one patient at a time as many times as needed to add all the necessary patient relationships to the patient. |
Add All to Custom Report | Selects all the data that is displayed for the patients for inclusion in a custom report. See Geneticist Assistant Reports. |
Delete Patient | Deletes the selected patient from the Geneticist Assistant database. |
Add Comment | Opens the Add Patient Comment dialog box. You add a comment for the selected patient in the Add Comment field. The comment is displayed in the Last Comment field and in the Comments pane on the Patient sub-tab on the Patient tab. See Patient tab, Patient sub-tab, Comments pane. Note: If multiple comments have been added for a patient, then the comment that was added last is displayed in the Last Comment field on the Patients tab. All comments that have been added for the patient are displayed in reverse chronological order in the Comments pane on the Patient tab. |
Permissions | Opens the Permissions dialog box.You use the options on this dialog box to set or edit the permissions (Can Read or Can Read and Can Write) that the specified users or groups are to have for the patient record. See Setting Read and Write Permissions. |
Change Ownership | Opens the Change Patient Ownership dialog box, which displays the name of the current owner for the patient, and an option (New Owner) for selecting a new owner for the patient from a list of all the currently available and active users for your Geneticist Assistant instance. If you are an Administrator user, the current owner of the patient, or if you have been granted Can Read and Can Write permissions for the patient, then you can the ownership for the patient. |
Copy | Copies all the information that is displayed for the selected patient to your client’s clipboard. You can then use standard Paste commands to paste this copied information into a third-party application such as Notepad. |
Load Filters | |
Manually | Opens the Filters table for the Patients pane. See To filter the data that is displayed in a tab pane. |
<Filter Template Name> - Saved by <User Name> | Opens the saved Filter template for the Patients pane. Limits the display in the pane to only the data (fields) that are defined by the template. See To filter the data that is displayed in a tab pane. |
Load Columns | |
Manually | Opens the Select Columns dialog box in which you can select columns that are to be shown and clear the columns that are to be hidden dynamically, or select a configuration from the list of available column configurations. This option is also available on the column header context menu for the sub-tab. Note: For information about showing and hiding columns dynamically, see To show/hide columns in a tab pane. Note: If you set column display preferences here, then you can display preferences for variants in all the variant sub-tabs and panes (with the exception of the Sample Group columns on the Sample Variant Data sub-tab on the Sample tab and the Variant pane on the Variant tab) in a single step. See To apply shared preferences or to clear all tab preferences. |
Compact | Displays the data columns on the sub-tab in a more condensed view. To toggle the display, click Compact as needed. |
<Saved Pane Configuration Name> - Saved by <User Name> | Publicly available pane configurations. The name of the user who created a pane configuration is displayed next to the configuration name. |