Skip to main content

Data Browser

What Is It?​

The Data Browser is a built-in tool in the Admin Portal that lets you look up any record stored in the system — patient profiles, access policies, audit events, lab results, automation bots, and more.

Think of it as a direct window into the database. Most day-to-day tasks (like managing users or responding to support tickets) have their own dedicated pages. The Data Browser is for everything else — investigating a specific record, looking up raw data for a patient, or making a change that doesn't have its own UI.

This is primarily used by system administrators and developers. Support staff and operations teams will rarely need it — but knowing it exists is useful when something needs to be investigated at a deeper level.


How to Open a Record Type​

Navigate directly to the record type by URL. For example:

What you want to look upURL to go to
A patient's raw health record/Patient
All access policies/AccessPolicy
All audit log entries/AuditEvent
All project memberships/ProjectMembership
Automation bots/Bot

You will see a searchable table of all records of that type. Click any row to open the individual record.


What You Can Do With a Record​

When you open any record, you get several tabs:

TabWhat it does
DetailsShows all the fields of the record in a readable format
EditEdit the record using a form
JSONView or edit the raw data directly — most flexible option
HistorySee all previous versions of this record
BlameSee who made each change and when
Audit EventsSee every action that has touched this record
DeletePermanently delete the record
warning

Any edit or delete takes effect immediately — there is no undo button. Be careful when modifying records in the live system, especially access policies and automation settings.


Common Uses​

Looking up a patient's raw health data​

  1. Go to /Patient
  2. Search by name or ID
  3. Click the patient to view their record
  4. From here you can also see linked records like lab results, conditions, and visits

Checking who made a change​

  1. Open the record in question
  2. Go to the Blame or Audit Events tab
  3. This shows a full history of who changed what and when

Deleting a record​

  1. Open the record
  2. Go to the Delete tab
  3. Confirm the deletion

Deleted records are no longer active but their history is retained.


Batch Upload (/batch)​

The Batch page lets you upload multiple records at once using a JSON file. This is used during initial setup or data migrations — not for day-to-day operations.

danger

Batch operations can create or overwrite many records at once. This should only be done by a system administrator who knows exactly what they are uploading.


Lab Management​

Lab Assays (/lab/assays)​

Defines individual lab tests — their name, reference ranges, and units. These control how lab results are displayed to patients in the member portal.

Navigate to /lab/assays to view, create, or edit assay definitions.

Lab Panels (/lab/panels)​

Groups related lab tests together (e.g., a "Metabolic Panel" that includes multiple individual tests).

Navigate to /lab/panels to view, create, or edit panel definitions.