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Patient records & clinical care

Once a prospect books and becomes an active patient, their clinical care is organized in Fertiligent around a small set of building blocks: the patient, the cases that group a treatment arrangement, the episodes of care within them, and the monitoring, outcomes, and alerts recorded along the way.

Patients​

A patient record holds a person's clinical identity — demographics, contact details, referring physician, and privacy flags. Each patient has a lifecycle that the portal surfaces as a simple class:

ClassMeaning
ProspectiveReferred or scheduled, not yet in active treatment.
PatientIn active care (active, on hold, or discharged).
InactiveDeclined, lost, or marked do-not-contact.

A confirmed-but-not-yet-booked referral reads as prospective; booking an appointment moves the person into active care.

Relationships​

Patients can be linked to one another — a partner, a donor, and so on. Relationships are bidirectional, so linking two patients records the connection from both sides.

Cases and participants​

A care case groups everyone and everything involved in a treatment arrangement. Each participant has a role within the case (for example the primary patient, a partner, or a donor), along with their consent scope and whether they have portal access. This keeps multi-person treatment — common in fertility care — organized under one case.

Treatment episodes​

A care episode is a bounded unit of clinical work within a case. Each episode has a type, an assigned care team, a protocol, and a status that moves through a defined workflow. Every status change is recorded in the episode's history, so you always have an audit trail of how care progressed.

Monitoring​

Within an episode, your team records the clinical data that drives treatment decisions:

  • Bloodwork — lab values such as E2, progesterone, LH, FSH, AMH, and beta-hCG.
  • Ultrasound — endometrial thickness and follicle measurements.
  • Medication — name, dose, route, and frequency.
  • Procedures — such as a retrieval, transfer, or IUI.
  • Clinical notes — free-text notes by category.

Entries can be flagged as abnormal, and any entry can be voided with a reason rather than deleted, preserving the record.

Outcomes and alerts​

  • Outcomes. Record the clinical outcome of an episode; outcomes can be voided with a reason if recorded in error.
  • Alerts. Raise a severity-graded patient alert, assign it to a team member, and resolve it with a note — so time-sensitive items don't fall through the cracks.

Built-in compliance​

Patient records are protected by design: access to protected health information is logged, and emergency ("break-glass") access is time-limited and audited. See Consent & patient privacy.

Availability​

Clinical care features are enabled per clinic. Ask your Fertiligent contact to enable them for your plan.