Regulatory Patient Profile

The regulatory profile is used to view (and create) regulatory events associated with a patient.

If the patient already has a medication history, you can create a regulatory profile from the patient's medication history by linking their account. For further details about Transactional accounts, refer to Transactional Patient Profile and Medication History .

If the patient does not have a medication history, you can create a new patient profile from Patient Search.

  • Super-Regulator
  • Regulator
  • Admin Officer

In this topic

Start a new Regulatory profile

Prior to creating a new profile, use Patient Search to check if a record already exists. In most cases, there should already be a medication history record (i.e. transactional profile) for a patient.

  1. From Search, select Patients.

  2. Search for the patient to see if they already have an existing transactional profile created. See Search for and Select a Patient for details.

    • If they do have a transactional profile:

      1. Click on their details in the Patient Search Results.

      2. Select Create Reg Profile.

        The Identities and Addresses sections are pre-filled with the data from the transactional profile.

      3. Click Save. A regulatory profile is created and an Id Number is assigned. You can now edit the profile. See Edit a Regulatory patient profile.

    • If they do not have a profile:

      1. Select Create Reg Profile.

        A new Identity form displays.

      2. Fill in as much identifying information as possible, then click OK.

      3. (Optional) click Add Address. In the Address form, fill in the patient's address details and click OK.

      4. Click Save. A regulatory profile is created and an Id Number is assigned.

      Once you have started a new Regulatory patient profile, you can add additional information to the profile. See Edit a Regulatory patient profile for next steps.

Edit a Regulatory patient profile

  1. Search for a patient record, as explained in Search for and Select a Patient.
  2. From Patient Search Results, open the required regulatory profile or linked profile.

    If you open a linked profile, you can click Medications to view the medication history on the transactional patient profile. Click Reg Profile to return to the regulatory profile.

  3. Review and update the existing patient details.

Key Notes

Free text. (Maximum 4000 characters)

Indicators

The following Indicators can be switched on:

Identifiers

Enter any other identifiers (100 character limit).

Review the information about the patient's identity and address.

Add Identity

You can add additional identities—for example a prior name or alias.

Add Address

You can add a new address—for example, if the patient's address is out of date.

While there can be multiple identities or addresses for a patient, there can only be one Primary Identity and one Primary Address.

This section details any Permits or Notifications associated with this patient.

To view a permit, click on the permit in the grid and then scroll down to view the details. You can make changes, including changing the status.

You can also create a new permit. See Permits for more information.

To view a notification, click on the notification in the grid. A popup will display with the details. You can make changes, including changing the status.

You can also create a new notification. See Notifications for more information.

This section details any Warrants associated with this patient.

To view a warrant, click on the warrant in the grid. A popup will display with the details. You can make changes, including changing the status.

You can also create a new warrant. See Create or Edit Client Warrants for more information.

Notes are visible to other regulators.

Click the filter icon in a column header to filter on that column.

You can also sort the list by clicking on a column header.

To add a new note to the patient's record:

  1. Click Add Note.

    The Create Note popup displays.

  2. Complete the note details.

    • Note type - (Mandatory)

    • Team - (Mandatory)

    • Note - Enter text for the note.

    • File attachment - Choose a file or use drag and drop. (8 MB maximum)

    When all the mandatory fields have been completed, Save is enabled.

  3. Save the note.

To delete a note, click the trash icon .

You can only delete a note if you created it. Super Regulators can delete any notes.

View any associated Correspondence.

Click the filter icon in a column header to filter on that column.

You can also sort the list by clicking on a column header.

You can also create or upload correspondence.

For more details, see Correspondence.

View any associated Compliance Activities.

Click the filter icon in a column header to filter on that column.

You can also sort the list by clicking on a column header.

You can also create a compliance activity. For more details. see Compliance Activities.

Saving the Patient Profile

Click Save in order to save changes made to the Patient Profile. A success message is displayed.

  • Upon initial creation of profile:

    Patient has been created successfully.

  • Upon editing of profile:

    Your Patient Profile has been updated successfully.