With the latest release of the Huma Clinician Portal (v1.24), we have retired 'Status' and replaced this with 'Labels'.
Introducing Labels!
With the new Labels function, you can now create and assign custom 'Labels' to patients. Useful for categorising and filtering patients, labels will display on the 'Patient list' but also within the individual 'Patient Dashboard'.
You can assign and remove Labels on individual patients and can have multiple Labels assigned to a patient.
If you used the old 'Status' feature prior to this release, don't worry - all 'Statuses' have been migrated over as 'Labels' in the update.
Example use case
Let's say you are using a peri-op configuration of Huma. You may want to create the following labels to group up patients in different stages of their surgical journey. You could use the following:
Waitlist
Pre-op
Inpatient
Post-op
Readmission
Furthermore, labels offer a level of flexibility beyond what ‘Status’ did, in that you can use labels to classify patients in multiple different ways. For example, in addition to classifying a patient by status as above, you could also have a set of labels for patient class (inpatient, day case, etc.) or special accommodations (needs interpreter, primary language, etc.) and sort/filter based on multiple labels.
Roles & permissions for Label management
Whilst all Clinician Portal users can view Labels created and assigned to patients, to be able to create or edit Labels, you must have the correct permissions assigned to your role.
A new permission has been created specifically for creating & editing Labels, called 'Manage labels'. This must be toggled on.
If you are unable to add or edit Labels or unsure if you have the right permissions, please contact Huma's Customer Care Team by email or Live Chat (via the messaging icon in the lower righthand corner of the page).
How to create and assign Labels to patients (Patient list)
Upon logging into the Huma Clinician Portal and landing on the Patient list, you will see 'Status' has now been replaced with 'Labels'.
To create and assign a Label, first scroll over the Labels section of a given patient e.g. Sally Smith
You will see a new option named, '+ Add Label' appear, click on this
A pop-up screen will display
Begin typing a label of choice e.g Pre-op
To finish, tap enter on your keyboard and click on 'Save Changes'. A pop-up notification will appear to confirm your Label has been created!
Done! You will see the new Label has been created and assigned to the patient e.g. Sally Smith below
How to remove, edit and delete Labels
Removing Labels from a patient
From the Patient list, click on the Label of interest e.g. Pre-op
To remove the Label associated with the patient, simply click on the X button on the label and click Save changes
Done! You'll notice the Label has been removed from patient e.g. Sally Smith below
Editing existing Labels
From the patient list, scroll over and click the Labels section of a given patient e.g. Sally Smith
A pop-up screen will display
Scroll over the Label you want to edit e.g. Pre-op and click on the notepad icon
You are now free to edit the Label. For this example, let's change the label Pre-op to Post-op
Once done, click on the tick button to save changes
Done! You've edited your Label, in this case we've changed the Label Pre-op to Post-op - see below
Deleting Labels
From the patient list, scroll over and click the Labels section of a given patient e.g. Sally Smith
A pop-up screen will display
Scroll over the Label you want to edit e.g. Pre-op and click on the trash can icon
A warning screen will appear to confirm if you want to delete the Label. You can also view a list of all patients assigned with this Label ahead of deletion.
Click confirm to delete the Label!
Create, edit, remove and delete Labels (Patient Dashboard)
You can also do all of the above from an individual 'Patient's dashboard' as shown below
Filtering patients by Labels
The benefit of adding Labels to patients is that you can filter by Label and group patients together
Click on the dedicated filters button located in the top right hand corner of the Patient list
A pop-up filter menu will appear
Scroll down the filters menu to the section titled labels
Click 'all' to deselect then choose the Label you want to filter by e.g. Post-op
You will then see a filtered view of the Patient list. In the example below, you will see a filtered list of patients with the Label 'Post-op'
Need technical support?
If you require technical support or have a question that needs answering, please don't hesitate to contact the Huma Customer Care team.
You can send a message through the live chat within the Huma Portal by clicking on your name in the top right corner of the screen and then clicking 'Contact support'.
Alternatively, please send an email to support@huma.com to speak to a member of our team.