Patients and editing
Where to find and edit patient information, what fields are available, and when the edit lock applies.
Patient information in Xenrad is one record, but you can access and edit it from two places: the study page and the patient profile. Both views edit the same underlying data.
Two ways to reach a patient
From a study — while working a specific study, a patient card shows the demographics for that encounter. Quick edits without leaving the study context.
From the patient profile — a dedicated page with full demographics and a tabbed medical history. Go here when you need to do more than a quick check.
What you can edit
Demographics
Standard patient detail fields include:
- Name, phone, email
- Date of birth, gender, marital status
- Blood group, height, weight
- Address, ZIP code, state, country
Your deployment may show a subset of these or use slightly different labels. Save actions persist immediately. Validation errors (for example, an invalid date format) appear inline on the form.
Medical history
The patient profile has a Medical history tab with five sections:
| Section | What goes here |
|---|---|
| Conditions | Active problems, diagnoses, clinical status |
| Allergies | Substance, reaction, clinical and verification status |
| Observations | Lab or clinical results, coded or free text |
| Procedures | Documented procedures |
| Documents | Attached document metadata |
Each section has a list (with pagination for large volumes), and you can view, create, or edit entries through dialogs or slide-out drawers.
Permissions
Editing requires the right site permission. If you're read-only, forms appear but the Save action is hidden or disabled. The same permission model applies on both the study page and the patient profile.
The edit lock — when you can't change demographics
Sometimes you'll see a banner explaining that patient demographics are locked and edits are disabled. This is intentional, not a bug.
Why it happens: when another study for the same patient is already in the Ready state, the platform locks demographic edits. The reason is practical: someone is about to start reporting on that study, and you don't want conflicting demographic changes happening at the same time.
What you can still do while locked:
- Read all fields and browse history sections
- Continue imaging and reporting workflows that don't require demographic changes
How to unblock edits:
- If corrections are urgent, the usual path is to revert the other study from Ready (if your site policy allows), make the correction, then re-mark it Ready.
- Alternatively, follow your site's SOP for demographic corrections—some organizations handle this through an admin workflow or push an update via HL7/FHIR integration.
Which view to use
| You want to… | Use |
|---|---|
| Quickly check and correct demographics before marking a study Ready | Study page |
| Update a full problem list or allergy history | Patient profile |
| Browse documents or observations unrelated to a specific study | Patient profile |
Related
- Study lifecycle — how the Ready state triggers the edit lock.
- Worklist — finding the study attached to a patient.
- FHIR and HL7 — updating patient data programmatically from external systems.