Patient & Session Creation

This section covers how to create and manage patient profiles and clinical sessions in Vena.

Patient Management

Creating a New Patient

There are two ways to create a new patient:

1. From the Patients Tab:

   • Navigate to the Patients section from the dashboard or sidebar
   • Click the + Create Patient button

2. During Session Creation:

   • When creating a new session, you can create a patient directly from the session creation modal

When adding patient information:

• There are no required fields - you can add as much or as little information as needed
• You can enter information in any format you prefer
• Consider adding details that would be helpful for generations, such as:
  • Patient name
  • Health ID
  • Address
  • Relevant medical information
  • Any other details you want to be considered in all generations

Managing Patient Information

1. Go to the Patients section
2. From the patients table, you can:
   • Edit a patient by clicking the edit icon
   • Delete a patient by clicking the delete icon
   • View Sessions for a specific patient by clicking “View Sessions” (this will automatically filter the Sessions table for that patient)

Filtering Patients

In the Patients table:

• Use the search/filter bar to filter patients by name
• This helps you quickly locate specific patients in a large database

Session Management

Sessions are central to Vena’s workflow, allowing you to track all patient documents, transcriptions, dictations, and generated content.

Creating a New Session

1. Navigate to the Sessions section from the dashboard or sidebar
2. Click the + Create Session button
3. In the creation modal:
   • Add a Session Title
   • Select an existing Tag or create a custom tag
   • Optionally select or create a Patient (not required)
   • Click Create Session

Note: Attaching a patient is optional. You can create sessions without a patient to work on dictation or generations that aren’t associated with a specific patient.

Managing Sessions

1. Navigate to the Sessions section
2. The table shows all your sessions
3. You can:
   • Open a session by clicking on its title
   • Delete a session using the delete icon
   • Filter sessions (see below)

Session Filtering

The Sessions table offers powerful filtering capabilities:

1. Filter by Patient - view sessions for a specific patient
2. Filter by Session Title - find sessions with specific titles
3. Filter by Date - view sessions created within a date range
4. Filter by Tags - filter for sessions with specific tags

These filters can be combined. For example, you can view all sessions for a specific patient created within a certain date range.

Working with a Session

1. Open a session by clicking on it in the Sessions list
2. Use the session workspace to:
   • Take notes during the session
   • Use the transcription feature for dictation
   • Apply templates to quickly add structured content
   • Generate forms for the patient
3. Set the session status as needed
4. All changes are automatically saved

Session Documents

Each session serves as a container for all related documents:

1. Within a session, you can:
   • Create new clinical notes
   • Generate documents from templates
   • Store transcribed conversations
   • Keep track of completed forms
   • Organize all related content in one place

Accessing Patient Sessions

There are two ways to view sessions for a specific patient:

1. From the Patients table:

   • Locate the patient in the Patients list
   • Click “View Sessions” for that patient
   • The Sessions table will automatically filter to show only that patient’s sessions

2. From the Sessions table:

   • Use the Patient filter to select the patient
   • The table will update to show only sessions for that patient