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Patient Management

The patient management system is the core of LyfeAI Provider, offering comprehensive tools for managing patient demographics, medical history, and clinical data.

Overview

The patient management module provides:

  • Complete patient demographic records
  • Medical history tracking
  • Document management
  • Insurance information
  • Emergency contacts
  • Activity timeline
  • AI-powered insights

Patient Records

Demographics

Each patient record includes:

interface PatientDemographics {
// Basic Information
mrn: string; // Medical Record Number
firstName: string;
middleName?: string;
lastName: string;
dateOfBirth: Date;
gender: 'male' | 'female' | 'other';

// Contact Information
address: {
street: string;
city: string;
state: string;
zipCode: string;
country?: string;
};
phone: string;
alternatePhone?: string;
email?: string;
preferredContactMethod?: 'phone' | 'email' | 'sms';

// Additional Demographics
race?: string;
ethnicity?: string;
primaryLanguage?: string;
maritalStatus?: string;

// Employment
employer?: string;
occupation?: string;
}

Medical Information

interface MedicalInformation {
// Conditions
problems: Array<{
name: string;
icd10Code: string;
onsetDate?: Date;
status: 'active' | 'resolved' | 'inactive';
severity?: 'low' | 'medium' | 'high';
}>;

// Medications
medications: Array<{
name: string;
dosage: string;
frequency: string;
route: string;
startDate?: Date;
prescribedBy: string;
}>;

// Allergies
allergies: Array<{
allergen: string;
reaction: string;
severity: 'mild' | 'moderate' | 'severe';
type: 'drug' | 'food' | 'environmental';
}>;

// Vitals
latestVitals?: {
bloodPressure?: string;
heartRate?: number;
temperature?: number;
weight?: string;
height?: string;
bmi?: number;
};
}

Creating Patients

Manual Entry

Navigate to Patients → Add Patient:

  1. Basic Information

    • Enter required fields (name, DOB, gender)
    • Generate or enter MRN
    • Add contact information
  2. Medical History

    • Add current conditions
    • List medications
    • Document allergies
  3. Insurance Information

    • Primary insurance details
    • Secondary insurance (if applicable)
    • Authorization information
  4. Emergency Contact

    • Name and relationship
    • Contact numbers
    • Alternate contacts

Import from Document

Use AI to extract patient data from documents:

// Upload a document
const handleDocumentUpload = async (file: File) => {
const result = await processDocumentWithAI(file);

if (result.success) {
// Review extracted data
setExtractedData(result.data);
setShowReviewDialog(true);
}
};

Batch Import

Import multiple patients from CSV or FHIR bundles:

  1. Prepare data file
  2. Navigate to Patients → Import
  3. Upload file
  4. Map fields
  5. Review and confirm

Viewing Patients

Patient List

The main patient list provides:

  • Search: Quick search by name, MRN, DOB
  • Filters: Status, provider, conditions
  • Sorting: Name, age, last visit
  • Actions: View, edit, message

Patient Detail View

Comprehensive patient information organized in tabs:

  1. Summary: Overview with AI insights
  2. Timeline: Chronological history
  3. Notes: Clinical documentation
  4. Orders: Labs and medications
  5. Care Plans: Active care plans
  6. Communication: Messages and calls
  7. History: Detailed medical history

Quick search from the top navigation:

// Search implementation
const searchPatients = async (query: string) => {
return patients.filter(patient =>
patient.name.toLowerCase().includes(query.toLowerCase()) ||
patient.mrn.includes(query)
);
};

Filter by multiple criteria:

  • Demographics (age, gender, location)
  • Clinical (conditions, medications)
  • Administrative (provider, last visit)
  • Risk factors (AI-identified)

Managing Patient Data

Editing Information

  1. Navigate to patient detail
  2. Click "Edit" button
  3. Update information
  4. Save changes

All changes are tracked in audit log.

Merging Duplicates

AI-powered duplicate detection:

// Check for duplicates
const duplicates = await checkDuplicates(patientData);

if (duplicates.hasDuplicates) {
// Review and merge
const merged = await mergePatientRecords(
duplicates.matches[0].patientId,
newPatient.id
);
}

Archiving Patients

Hide inactive patients without deleting:

  1. Set patient status to "inactive"
  2. Toggle "hidden" flag
  3. Patient removed from active lists
  4. Data preserved for compliance

Patient Timeline

Timeline Events

Comprehensive patient history:

  • Encounters: All visits and appointments
  • Notes: Clinical documentation
  • Labs: Test orders and results
  • Medications: Prescription history
  • Procedures: Surgical history
  • Communications: Messages and calls

Adding Timeline Events

Events are automatically added from:

  • Clinical encounters
  • Order placement
  • Result acknowledgment
  • Care plan updates
  • Patient communications

AI Features

Patient Summary

AI-generated comprehensive summary:

const summary = await generatePatientSummary(patient);

// Returns:
{
overview: "45-year-old male with well-controlled Type 2 Diabetes...",
activeProblems: ["Type 2 Diabetes", "Hypertension"],
riskFactors: ["Family history of CAD", "Former smoker"],
recommendations: ["Annual eye exam due", "Consider statin therapy"],
lastVisit: "2024-01-15",
upcomingNeeds: ["HbA1c in 3 months", "Flu vaccine"]
}

Risk Assessment

Predictive analytics for patient risks:

  • Readmission risk
  • No-show probability
  • Disease progression
  • Medication adherence
  • Fall risk

Care Gaps

AI identifies missing care elements:

  • Overdue screenings
  • Missing vaccinations
  • Uncontrolled conditions
  • Medication gaps
  • Follow-up needs

Patient Portal Access

Enabling Portal Access

  1. Generate portal invitation
  2. Send via email/SMS
  3. Patient completes registration
  4. Sync data automatically

Portal Features

Patients can:

  • View their records
  • Message providers
  • Schedule appointments
  • Upload documents
  • Request refills
  • Pay bills

Security & Privacy

Access Control

  • Role-based permissions
  • Provider-patient relationships
  • Audit all access
  • Emergency access override

Data Protection

  • Encryption at rest
  • Encrypted transmission
  • Automatic backups
  • HIPAA compliance
  • Track consent forms
  • Document sharing preferences
  • Research participation
  • Marketing preferences

Best Practices

Data Quality

  1. Completeness: Fill all relevant fields
  2. Accuracy: Verify information regularly
  3. Consistency: Use standard formats
  4. Timeliness: Update promptly

Workflow Tips

  1. Use Templates: For common conditions
  2. Leverage AI: For data extraction
  3. Regular Reviews: Update patient info
  4. Team Communication: Use internal notes

Compliance

  1. Documentation: Complete records
  2. Privacy: Follow minimum necessary
  3. Retention: Follow policy
  4. Audit: Regular reviews

Troubleshooting

Common Issues

Can't find patient

  • Check spelling variations
  • Try partial search
  • Check if hidden/inactive

Duplicate patients

  • Use merge feature
  • Verify before merging
  • Check import logs

Missing data

  • Check permissions
  • Verify data source
  • Review import mapping

Performance

Slow search

  • Use specific criteria
  • Limit date ranges
  • Clear filters

Large patient lists

  • Use pagination
  • Apply filters
  • Export for analysis

Integration

EHR Sync

Automatic synchronization with:

  • Epic MyChart
  • Cerner
  • Allscripts
  • athenahealth

Lab Integration

Direct result import from:

  • LabCorp
  • Quest Diagnostics
  • Hospital labs

Device Integration

Connect patient devices:

  • Blood pressure monitors
  • Glucose meters
  • Wearables
  • Scales

Reporting

Patient Reports

Generate reports for:

  • Patient demographics
  • Disease registries
  • Quality measures
  • Population health

Export Options

  • PDF summaries
  • CSV data export
  • FHIR bundles
  • CCD documents