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            Add Clinical Information to the Patient Card

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            Add Clinical Information to the Patient Card

            Use the patient card in the Research Study Candidates page to quickly view a candidate’s clinical data, such as medications, health conditions, allergies, and last clinical encounters. You can also add new medication requests, health conditions, allergies, and immunizations from the patient card.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
            User Permissions Needed
            To view and manage data for clinical trials:

            Clinical Trial Manager

            Clinical Trial Coordinator
            1. From the App Launcher, find and select Clinical Excellence.
            2. To add a medication request in the Patient Card:
              1. Click Add New Medication.
              2. Select the status of the request.
              3. Select the type of request.
              4. Select a medication or a medication code.
              5. Save your changes.
              See MedicationRequest for a full list of fields.
            3. Similarly, you can follow these steps to add other clinical information as needed to the patient card.
             
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