Patient Management
The Patients page provides a centralized registry of all patients associated with your organization's documents and authorizations. You can search, add, edit, and manage patient records, and use the patient timeline to track a patient's complete document history.
Navigate to Patients from the left sidebar.
[Screenshot: Patients page showing the patient table with search bar, column headers, and pagination controls]
Patient Table
The patient table displays all patient records in your organization with key demographic and clinical information.
Available Columns
Patient Name
Full name (required for all patient records)
Date of Birth
Patient date of birth
Age
Automatically calculated from date of birth
Sex
Patient sex
Member ID
Insurance member identifier used for EHR validation and cross-referencing
Phone
Contact phone number
Contact email address
Address
Mailing address
Insurance Plan
Name of the patient's insurance plan
PCP Name
Primary care physician name
PCP Phone
Primary care physician phone number
PCP Address
Primary care physician address
Medical Conditions
Known medical conditions
Allergies
Known allergies
Current Medications
Active medications
Family History
Relevant family medical history
Working with the Table
Search: Use the search bar at the top of the table to find patients by name, member ID, or other fields. The search runs across all patient record fields.
Sort: Click any column header to sort the table in ascending or descending order. Click again to reverse the sort direction.
Customize columns: Click the column picker to show or hide columns based on what information is most relevant to your workflow. You can also drag columns to reorder them. Your column preferences are saved and persist across sessions.
Pagination: Use the pagination controls at the bottom of the table to navigate through large patient lists. You can adjust the number of records displayed per page.
Bulk select: Use the checkboxes on each row to select multiple patients for bulk operations.
[Screenshot: Column picker dropdown showing available columns with toggle switches]
Adding a Patient
Click Add Patient at the top of the Patients page.
Enter the patient's information. At minimum, you must provide the Patient Name.
Fill in as many additional fields as available — member ID, date of birth, insurance plan, PCP information, and clinical details.
Click Save to create the patient record.
The new patient immediately appears in the patient table and is available for matching when Lilee processes incoming documents.
Editing a Patient
Click on a patient row in the table to open the Edit Patient modal.
Update any fields as needed.
Click Save to apply your changes.
All edits are recorded in the audit trail for compliance purposes.
[Screenshot: Edit Patient modal showing demographic fields, insurance information, and PCP details]
Deleting a Patient
Select the patient you want to remove.
Click Delete.
Confirm the deletion in the confirmation dialog.
Important: Deleting a patient record removes it from the registry. Documents and authorizations previously associated with that patient are not deleted, but the link to the patient record is removed. Consider whether the patient record should be retained for compliance and audit purposes before deleting.
EHR Sync
If your organization has a connected EHR system (such as AcuityNXT), you can synchronize patient records directly from the EHR into Lilee.
Click Sync from EHR at the top of the Patients page.
Lilee retrieves patient records from your connected EHR and updates the patient registry.
New patients are added, and existing records are updated with the latest information from the EHR.
EHR sync ensures that your patient registry stays current without manual data entry.
How Patients Relate to Documents and Authorizations
Patient records are the connective thread across Lilee's workflow. Here is how patients connect to other parts of the platform.
Document Association
When Lilee processes an incoming document, the AI extraction pipeline identifies patient information (name, date of birth, member ID) from the document content. The system attempts to match this information against your patient registry. When a match is found, the document is automatically associated with that patient record.
If the extracted patient information does not match an existing record, a new patient record can be created during the document review process.
Patient History Timeline
When you select a document on the intake dashboard, the History pane displays a complete timeline of all documents associated with that patient.
What you see in the timeline:
A chronological list of every document received for the patient
Each entry shows the document type, date, summary, and tags
Authorization state indicators showing whether documents are ready for submission
Concurrent review flags for active inpatient cases
What you can do:
Click any document in the timeline to navigate directly to it
View the patient's complete history to understand the context of the current request
Identify related documents (for example, previous authorization requests, supporting clinical notes, or prior denial letters) that may inform the current review
[Screenshot: Patient history timeline pane showing chronological document entries with type badges and summaries]
Authorization Connection
When an authorization is submitted through Lilee, it is linked to the patient record. This means:
You can track all authorizations for a patient across time
Concurrent review workflows reference the patient's existing authorizations to determine whether a new request should be flagged as a continued-stay review
The authorization record includes the patient's demographic information, ensuring consistency between the document data and what is sent to the EHR
Member Validation
For payer organizations, Lilee validates the member ID extracted from documents against the EHR. When you open a document:
The extracted member ID is checked against EHR records.
If a match is found, the patient information is verified and confirmed.
If no match is found or the data conflicts, you can correct the member ID or create a new member record.
You can retry validation if the initial attempt fails.
This validation step ensures that authorizations are submitted with accurate patient information, reducing rejections from the EHR.
High Dollar List Connection
For payer organizations, when a document is processed and the patient matches a record on your High Dollar List (HDL), a notification is generated. The HDL notification bell in the navigation bar alerts you to review the document in the context of the high-value case. See the High Dollar List documentation for details.
Tips for Managing Patient Data
Keep member IDs accurate. The member ID is the primary key for matching patients to documents and validating against the EHR. Ensure member IDs are entered correctly to avoid failed validation.
Use EHR sync regularly. If your EHR is the authoritative source for patient demographics, use the sync feature to keep Lilee's registry current rather than maintaining records manually.
Review the patient timeline before making a determination. The history pane provides context that may affect your clinical review — prior authorizations, previous denials, and supporting documentation are all visible in one place.
Compliance Notes
HIPAA: Patient records contain Protected Health Information (PHI). Access the Patients page only within your authorized scope. Do not export patient data to unsecured devices or locations.
Audit trail: All patient record changes (creates, edits, deletes) are logged in the system audit trail.
Data accuracy: Patient demographic information supports downstream workflows including authorization submission and clinical review. Accurate data reduces errors and rework.
Related Features
Intake Dashboard — Documents are linked to patient records for a complete case view
Authorization Review — Patient data is included in authorization submissions
High Dollar List — High-dollar patients can be linked to their document records
Questions about patient management? Contact your Customer Success Manager or reach out to [email protected].
Last updated
Was this helpful?