Patient tab, Patient sub-tab, Patient pane
 
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Remember, to open the Patient tab, you can do one of the following on the Patients tab:
Right-click the patient record that you are reviewing, and on the context menu that opens, click Patient Detail.
Double-click the patient record that you are reviewing.
The Patient pane on the Patient sub-tab shows the identifying information for the patient (ID, name, and so on). You can edit any of the identifying information for the patient. (Begin at Step 2 of To edit the identifying information and/or comment for a patient.) You can also right-click any patient record in the pane to open a context menu with the following options:
 
Option
Description
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 patient for inclusion in a custom report. See Geneticist Assistant Reports.
Add Comment
Opens the Add 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 in the pane and in the Comments pane. See Patient tab, Patient sub-tab, Comments pane.
 
Note: If multiple comments have been added for a patient, then the comments are displayed in reverse chronological order in the Comments pane. Only the last comment added is displayed in the Last Comment field.
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. You can change the ownership for any patient 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.
 
Copy
Copies all the information that is displayed in the Patient pane for the 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 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.
Load Filters
Manually
Opens the Filters table for the Patient 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 Patient 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.