IN THIS ARTICLE
Note: You must have an Analytics license to access collections.
Editing a Collection
-
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).
- Modify field values as needed. The name must be unique within each workspace (or across all organization collections if editing an organization collection).
- Press the Save button to save your changes.
Note: You must have the Update Collections permission on a collection to edit the collection.
Deleting a Collection
-
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).
- 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.
- Press the Save button to save your changes.
Note: You must have the Delete Collections permission on a collection to delete the collection.
Importing Patients from a CSV
-
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.
- 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.
- 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.
- Press the Import button to initiate the import operation.
- 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 Add Collection Patients permission on a collection to add patients to that collection.
Comments
Article is closed for comments.