Tips & Tricks

Patient Analysis with Patient Metadata and gInsights™


Patient Analysis with Patient Metadata and gInsights™ allows you to tag patients with unique indicators such as clinical trials, diagnoses, and preferred pronouns. Then, you can analyze the data using gInsights™ Metadata reports. . Available with v.5.4 and beyond.

Step 1
Click the “Patient Metadata” Header in the Patient’s Profile then select “New”.

Step 2
Click the “+” in the Description field of the pop-up to select from the pre-configured tags.

Step 3

Right-Click on a tag in the Patient Profile to modify, delete, inactivate or view the tag’s history.


Step 4
Hover over a colored dot in the left panel to view its description and patient notes.

Step 5

Access the gInsights™ Patient Metadata Report then filter for the desired results.

Click here for a QRG on Patient Metadata.




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