Patient Management

Overview

The Admin Portal gives administrators full visibility over all patient accounts registered in the system. You can view patients, manually onboard new ones, and remove accounts when needed.

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Viewing All Patients

1. In the left sidebar, go to Patients (/admin/patients)
2. The table lists all registered patient accounts with their name, email, and membership status
3. Click any patient row to open their Edit Membership page where you can view and update their access level

The patient list is backed by ProjectMembership records filtered to patient accounts — not a direct Patient FHIR resource list. To view the raw FHIR Patient record, use the FHIR Browser (/Patient).

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Inviting a New Patient

To manually onboard a patient outside of the normal self-registration flow:

1. In the left sidebar, go to Patients → Invite Patient (/invite-patient)
2. Fill in:

Field	Description
Email	The patient's email address — this is where the invitation will be sent
First Name	Patient's first name
Last Name	Patient's last name

3. Click Invite
4. The patient receives an email with a link to create their password and access the member portal

Use this to onboard specific patients manually, re-invite someone whose invitation link has expired, or set up test accounts.

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Deleting a Patient

How to delete

1. In the left sidebar, click Patient in the resource list at the top
2. Find the patient using the search/filter bar — search by name or ID
3. Click the patient's row to open their record
4. At the top of the page, click the Delete tab
5. Click the red Delete button and confirm

What gets deleted

Deleting a patient removes the patient and all of their associated health data from view. This is a soft delete — nothing is physically removed from the database. Every record is simply marked as deleted, so it no longer appears in searches or the member portal. All data and version history remain in the database and can be restored by a system administrator if needed.

The following are all deleted together:

Category	What is removed
Account	Patient record, User account, project membership (login access revoked immediately)
Clinical records	Lab results, conditions, encounters/visits, procedures, medications, diagnostic reports, care plans, clinical documents
Other health data	Immunizations, allergies, goals, risk assessments, family history, episodes of care, appointments, devices, coverage, claims, consents
Portal data	Questionnaire responses, communications, EHR connection records

Can a deletion be undone?

Because it is a soft delete, the records still exist in the database with their full version history. A system administrator can restore them via direct database access. However, there is no one-click "undelete" in the admin portal — restoration requires manual intervention from a developer.

danger

This action hides the patient, revokes their login access, and removes all of their health records from view. The data remains in the database (soft delete) but there is no one-click restore — recovery requires a developer. Make absolutely sure you are deleting the correct patient before confirming.

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Troubleshooting

Problem	What to do
Patient did not receive invite email	Check that SES email is configured; share the invite link manually if needed
Patient cannot sign in	Use Force Set Password at /admin/super to reset their password
Need to find a patient's raw health data	Use the FHIR Browser (/Patient) to look up their Patient resource and linked records
Accidentally deleted a patient	Contact a system administrator immediately — records are soft-deleted so a developer can restore them via direct database access, but there is no self-service recovery