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:
| Class | Meaning |
|---|---|
| Prospective | Referred or scheduled, not yet in active treatment. |
| Patient | In active care (active, on hold, or discharged). |
| Inactive | Declined, 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.
Above the Patients list, Recently viewed shows the last 8 patients you opened, newest first, by name and MRN. Click one to go straight back to their chart; Clear empties the row. It is your own list, kept on the computer you are using, so it doesn't follow you to another workstation and a colleague on the same computer sees their own. A patient you can no longer open drops off it.
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. A value reaches the patient only when a clinician verifies it. The Day-5 embryology summary arrives from the laboratory with its pictures and is released to the patient separately, with a clinician-approved explanation; see Fertility clinical tracking.
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.
Related
- Fertility clinical tracking: cycles, embryos, storage, PGT, and protocols.
- The patient portal: what patients see of their own care.
Availability
Clinical care features are enabled per clinic. Ask your Fertiligent contact to enable them for your plan.