Recording and Managing Devices

This guide walks you through recording, editing, and reviewing a patient’s medical devices in the Clinical section of the Patient Chart. The Device resource follows FHIR standards to ensure accurate tracking of medical equipment and devices associated with the patient’s care.

Before you start

You’ll need to have a patient chart open. The Devices table lives under the Clinical section of the Chart Navigation.

How to record a new device

1. Open the patient’s chart and go to the Devices table.
2. Select Add Device. This opens the Device modal.
3. Enter the Device name. This is a required field.
4. Add the Type of device (for example, insulin pump).
5. Enter the Model number, if available.
6. Enter the Manufacturer name.
7. Optionally add:
   • Lot number
   • Serial number
   • Version
   • Note for any additional free-text context about the device
8. Confirm the Status — this defaults to Active.
9. Select Save.

The new device appears in the table, sorted automatically (see How devices are sorted below).

How to edit an existing device

1. In the Devices table, select the row for the device you want to update.
2. The Device modal opens, pre-filled with the existing information.
3. Make your changes and select Save.

How to search and filter the device list

• Search by name: Use the search box to find a device by name.
• Filter by Type: Narrow the list to a specific device type (for example, insulin pump).
• Filter by Status: Narrow the list to active, unknown, or inactive devices.
• Sort: Select a column header to sort by Name, Type, Model, Manufacturer, or Status.

Understanding what you’re looking at

Device fields

Column	What it shows
Device name	The device name. Required
Type	The type of medical device
Model	The model number of the device
Manufacturer	The company that manufactures the device
Lot number	The lot number of the device
Serial number	The serial number of the device
Version	The version of the device
Note	Free text field for additional information about the device
Status	Whether the device is Active, Unknown, or Inactive. Defaults to Active

How devices are sorted

By default, the table sorts devices by Status first (Active, then Unknown, then Inactive), and within the same status, alphabetically by device name.

What the empty states mean

The table displays “No devices recorded” when no device records exist or all records have a status of entered-in-error.

If you’re not sure which state you’re seeing, check whether any filters are applied — clearing filters will show you the full picture of what’s on file for the patient.