Managing the Current Collection

Editing a Collection

  1. With a collection opened, click on the Actions menu in the top right corner of the page and press Edit Collection.

    Note: The Edit Collection option is not available when viewing a workspace representation of an organization collection (or when the user does not have permission to edit the collection).

  2. Modify field values as needed. The name must be unique within each workspace (or across all organization collections if editing an organization collection).
  3. Press the Save button to save your changes.

Note: You must have the Collections Write permission for a workspace to edit workspace collections for that workspace. You must have the Collections Write permission at the organization level to edit organization collections.

Deleting a Collection

  1. With a collection opened, click on the Actions menu in the top right corner of the page and press Delete Collection.

    Note: The Delete Collection option is not available when viewing a workspace representation of an organization collection (or when the user does not have permission to edit the collection).

  2. Check the confirmation checkbox and enter the collection name to confirm that you wish to delete the collection. Press the Delete button to finalize the delete operation.
  3. Press the Save button to save your changes.

Note: You must have the Collections Write permission for a workspace to edit workspace collections for that workspace. You must have the Collections Write permission at the organization level to edit organization collections.

Importing Patients from a CSV

  1. With a collection opened, click on the Actions menu in the top right corner of the page and press Add Patients from CSV.

    Note: The Add Patients from CSV option is not available when viewing an organization collection across All Workspaces.

  2. Choose a CSV file contain a list of patient IDs that you wish to add to the collection. Press Next to continue to the next step.
  3. Use the select box to select the column from the spreadsheet that contains the Patient ID for each patient. Press Next to continue to the next step.
  4. Press the Import button to initiate the import operation.
  5. Once importing is complete, you will see a message reporting how many rows were imported. To view a detailed results report, click on the "Click here to download a results report" link which will download a CSV file containing detailed information on all patients imported (and any that may have failed to import). Press Finish to exit the wizard.

Note: You must have the Collections Write permission for a workspace to add patients to collections that belong to that workspace.

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