Conditions Management

The Conditions Management screen allows administrators to define and maintain clinical conditions used within the system. Conditions are organized by discipline and are used in evaluations, patient logs, and assessment workflows.

Conditions help standardize clinical data and ensure consistency in how student activities and performance are recorded.

Accessing Conditions

To access the Conditions Management screen:

  1. From the left-hand navigation menu, expand Clinical
  2. Select Conditions

The screen displays a list of disciplines, each of which can be expanded to view the conditions associated with that discipline.

Understanding the Screen

  • Conditions are grouped under their associated Discipline
  • Each discipline can be expanded or collapsed using the arrow icon
  • The Expand All and Collapse All options allow you to quickly view or hide all conditions
  • The search bar can be used to locate specific conditions
  • Each condition can be edited directly within its discipline group

Creating a New Condition

To create a new condition:

  1. Click + New Condition
  2. Enter the Condition Name
  3. Select the appropriate Discipline from the dropdown list
  4. Click Save Condition

The new condition will appear under the selected discipline.

Editing an Existing Condition

To edit a condition:

  1. Expand the relevant Discipline
  2. Locate the condition you want to update
  3. Click Edit
  4. Update the Condition Name or change the Discipline if required
  5. Click Save Condition

Changes will be applied immediately and reflected in all areas where the condition is used.


Deleting Conditions

⚠️ Conditions cannot be deleted.

This restriction is in place to maintain data integrity, as conditions may be linked to:

  • Existing student patient logs
  • Assessments and evaluations
  • Historical reporting data

If a condition is no longer needed, it is recommended to:

  • Leave it unused going forward
  • Or update its name if appropriate

Important Notes

  • Conditions are directly tied to Disciplines, and this relationship determines where they are used in the system
  • The conditions available to users (such as preceptors and students) depend on the discipline context
  • Changes to conditions may impact reporting and evaluation data

Proper management of conditions ensures accurate tracking of clinical experiences and consistent assessment across the system.

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