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Patient Profile Builder

The Patient Profile Builder controls how each field on a patient's profile behaves for patients: whether they can see it, and whether they can edit it. Use it to decide, field by field, what appears in the Patient App and Patient Web Portal and what stays in the Staff Portal only.

📍 Where to Find It

Go to Administration → Patient Profile Builder.

The page lists your patient fields in two groups. System Fields are the built-in profile fields, such as Name, Surname, and Date Of Birth. Custom Fields are the patient Custom Fields your Organisation has created (see the Custom Fields article).

Each field row shows its current Onboarding status and its Patient Accessibility setting, with a ••• menu on the right to change it.

👁️ Patient Accessibility: What Patients Can See and Edit

Each field has a Patient Accessibility setting that controls what patients can do with it. Whatever you choose, the field stays visible and editable for your team in the Staff Portal. There are three options.

Hidden

The field isn't shown to the patient in the Patient App or Patient Web Portal. It stays visible and editable for your team in the Staff Portal only. Use this for internal or clinical fields a patient shouldn't see.

Read Only

The patient can see the field in their profile (the My Profile area of the Patient App and Patient Web Portal) but can't change it. Your team can still edit it in the Staff Portal. This suits information you want the patient to see but not alter.

Editable

The patient can see and edit the field in their profile in the Patient App and Patient Web Portal, and your team can also edit it in the Staff Portal. Choose this for details you're happy for the patient to maintain themselves.

🎯 Examples Across Different Needs

The right setting depends on who needs the information and whether the patient should be able to change it.

Set a field to Hidden when it's only meant for your team. This is common for internal reference codes, reporting fields, and cohort or branch categorisations, as well as clinical data that informs care but isn't intended for the patient to view, such as a risk rating or a referral source.

Pick Read Only for information the patient should see but not change. Examples include an identifier or reference number you've assigned, the program or pathway they're on, a goal or target set by their clinician, or any detail that's verified by staff and shouldn't be edited by the patient.

Use Editable for details you'd like patients to keep current themselves, such as a contact phone number, an address, an emergency contact, a preferred name, or communication preferences. Letting the patient maintain these saves your team admin time and helps keep records accurate.

⚙️ Setting a Field's Accessibility

  1. Go to Administration → Patient Profile Builder.
  2. Find the field under System Fields or Custom Fields.
  3. Click the ••• menu on that field's row to open its Patient Accessibility settings.
  4. Under Show to Patient, choose Hidden, Read Only, or Editable.
  5. Click Save.

The dialog also shows the field's Name and Type for reference.

💡 The same dialog includes an Onboarding Prompt, and each field row shows an Onboarding status. These control whether and how a field is asked when a patient first sets up their account, which is covered in the Patient Onboarding article.