Individual and Patient Management

Individual and Patient Management in Comprehensive Health Records:

A Discussion for Healthcare Practitioners, Educators, Researchers and Policymakers


Electronic health records (EHRs) are crucial for reducing errors and improving various elements of health care.1,2 ICE Health Systems (ICE) works actively with the Collaboration for Health IT (Collaboration) to bring their leading-edge health record technology to the forefront of healthcare. ICE’s comprehensive health record system supports all aspects of healthcare; from the individual patient in the clinic, to healthcare population research at a global level. The purpose of this article is to explore the individual and patient management feature of a new health record system, and demonstrate the value of ICE to healthcare practitioners, clinical administrators, and institutional decision makers.

Individual and Patient Management with ICE

This module features the ability to customize the details collected when creating new patients, manage demographic and relationship information, and other patient-related information. This article will highlight customizable components of patient management in ICE, and provide an overview of the following topics:

  • Relationships

  • Custom Fields

  • Patient Care

  • Reports


Any number of relationships types can be created and customized within the ICE Practice Settings. Relationship types include patient to patient, and patient to organization. The system automatically creates the inverse relationship; in the example below, the first patient is set as the child of the second patient, and immediately the second patient will appear as the parent of the first.

First Patient: Relationship

Second Patient: Inverse Relationship

Custom Fields

Patient, provider and individual personal and relationship information can be customized with system field types. Rules can be set for custom fields, creating validation requirements. There is also the option for multi-select which allows the input of many answers, as seen in the image below.

Custom Fields with Mult-Select Options

Furthermore, the custom fields are a form of structured content, therefore all questions and responses can easily be displayed within ICE’s flexible reporting tool. Finally, it is important to note that the data structure of the account is NOT affected by the existence of custom fields. As such, you are able to warehouse/combine data from multiple accounts for research and other purposes regardless of the number of custom fields in your account and if the custom fields in the various accounts are not the same.

Examples of Patient Associated Custom Fields

Patient Centered Practice

ICE offers the ability to customize unique patient care options for enhanced professionalism and dignity. This includes the use of pronouns, gender identity and preferred names fields.


Running reports allows access to and analysis of a wide variety of data types across the practice. Data types include appointments, charted procedures, answers to form questions, patient custom fields, and more. All custom fields can be reported on instantly to give valuable insight, unique to the specific needs.

Reporting Demonstration Video


The Collaboration and ICE have developed a comprehensive health record with maximum flexibility and organization to generate information that utilizes and supports international standards to support patient care. The system is optimized for clinical use and research to maximize efficiency, healthcare standards and global relevance. With the cloud-based technology, all of the features of this patient and individual management module are accessible from anywhere in the world. For more information on other exciting components of ICE, please consult these articles and review the Knowledge Base website for more details.


  1. Song P, McAlearney A, Robbins J, McCullough J. Exploring the business case for ambulatory electronic health record system adoption. J Healthc Manag [serial online]. May 2011;56(3):169-180. Available from: Academic Search Alumni Edition, Ipswich, MA. Accessed August 22, 2018.

  2. Gold M, McLaughlin C. Assessing HITECH implementation and lessons: 5 years later. Milbank Q [serial online]. September 2016;94(3):654-687. Available from: Academic Search Alumni Edition, Ipswich, MA. Accessed August 22, 2018.