Patient — Collections


Collections allow you to analyze population statistics, study variation, and establish benchmarks across a group of patients. A patient can belong to one or more collections, allowing you to analyze diverse but intersecting cross sections of the patients in your organization. The patient collection tab lists the collections to which the current patient belongs. Use this guide to learn about adding a patient to one or more collections in your organization.

Note: You must have an Analytics license to access the Collections tab.

Viewing Patient Collections

When you access a patient, click on the Collections tab to view the patient collections. The main content area is blank and is reserved for future patient collection content. On the left is the collections sidebar, which contains a list of the collections to which the patient belongs. A patient can be added to a collection with or without a representative patient object. If the representative object for a patient collection matches the primary patient object from the patient object hierarchy, it will appear as a standard list item. Otherwise, the collection will appear with a grayed out, italicized style.


Hovering over a grayed out collection allows you to see which patient object belongs to the collection.

The Primary Patient Object from the Patient Hierarchy

On the patient Browse tab, the "primary patient object" (or primary object) is the lowest active object in the patient hierarchy (active objects being those with green checkmarks). For example, in the first image below, the primary patient object is the dose, whereas in the second image, the primary patient object is the plan.


Updating Patient Collections

Note: You must have the Remove Collection Patients permission on a collection to remove a patient from that collection. You must have the Add Collection Patients permission on a collection to add a patient to that collection.

  1. With the Collections tab activated, press the Edit button at the top of the sidebar.
  2. Use the checkboxes aligned to the right of each row to select the collections to which you wish to add the patient. Note that checkboxes will be shown in the indeterminate state if the primary patient object (see above) does not match the representative entity for the patient in that collection.


  3. Press the Save button.
  4. Once you've read and understood the confirmation message, check the confirmation checkbox, and press the Save button.

Representative Patient Objects

Computed metrics, like those reported on patient and collection scorecards, are derived from a patient's dose. Therefore, it's usually best to use the patient dose as the representative patient object when adding patients to collections.

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