Assigning and Sharing Recordings - What’s New
The new Clinic App helps you easily organize your recordings by individual patients. You can also share fully organized summaries in just a few taps.
Patient Recordings
Navigate to Patients by tapping on the “Patients” tab in the bottom right corner. |
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“Assigned” recordings will display by default. You can search for a patient by entering their name into the search bar (as shown on the left). Tap on the found patient’s name to view a list of recordings assigned to that patient (as shown in the middle). A list of all of that patient’s recordings will come up by default. |
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You can quickly filter that list by tapping either “Cardiac Exam” or “Quick Record”. (Spot Check recordings will be listed as a “Cardiac Exam” with one recording.) |
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Tap the recording you’d like to review (as shown on the right). While reviewing, you can add notes to the recording, reassign it, or delete it. You can also scroll through the full list of assigned patients and tap on the patient you want to view. |
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Back on the Recordings list, you can also take quick actions by swiping left on the recording and tapping “Reassign” or “Delete.” |
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If you want to edit or delete that patient’s profile, tap “Edit” on the top right corner. | ![]() |
If you want to see unassigned patient records, go back to the search screen and tap “Unassigned”. Quickly filter your recordings by “Cardiac Exam” or “Quick Record”. (Spot Check recordings will appear under the “Cardiac Exam” filter.) Tap the recording you’d like to review. |
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If you’d like to assign that recording to a patient, tap “Assign” on the top right corner to assign this recording to a new or existing patient. You will be given the option of assigning the recording to an existing patient (as on the left) or creating a new patient (as on the right). |
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If you change your mind, and decide not to assign the recording after all, just tap “I’ll Assign Later”.
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You can also take quick actions on a single recording by swiping left on the recording and selecting “Assign” or “Delete”, or by tapping “Edit” at the top right corner to assign or delete multiple recordings at a time.
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Once you tap “Edit”, you will see empty circles appear next to the recordings. Tap on the circles corresponding to the recordings you want to assign or delete, and then tap on the appropriate action at the bottom of the screen. |
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You may cancel this action at any time by tapping on “Cancel” at the top right of the screen.
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Assigning a recording
From the Unassigned Patient Recordings screen, swipe left on the recording you’d like to assign.
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Tap “Assign” and select a patient to assign the recording to.
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Or create a new patient.
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Tap “Edit” at the top right corner of the “Unassigned” Patient Recordings screen.
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From here, you can select and assign multiple recordings at a time. |
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Following a Cardiac Exam or Quick Record, tap “Assign” in the top right corner of the “Results” screen and select a patient to assign the recording to or create a new patient. Note that ending the Spot Check or Cardiac Exam without assigning will save the recording as “Unassigned” |
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Editing a Patient Profile
Navigate to the Patient Recordings screen by tapping the “Patients” tab. Under “Assigned,” tap on the patient name that you’d like to edit. Tap “Edit” at the top right corner. Fill in or edit the patient’s information. |
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You can also share the patient profile with another Eko user by tapping “Share Patient.” Add your recipient’s contact information and tap “Save”. (Important: Your recipient needs to have an Eko account tied to the indicated email address to access the shared patient information.) |
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Tap “Save” to save all changes and return to the patient’s list of recordings. |
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Sharing a recording
From a patient’s profile:
Select a recording from the patient’s list of recordings. |
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Tap “Share” at the bottom left corner from the recording screen. |
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Select the medium for sharing and input your recipient’s contact information. (Make sure there’s no identifiable patient information in your annotations for this recording) |
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Following a spot check:
Tap “Share” at the bottom left corner from the Summary screen |
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Select the medium for sharing and input your recipient’s contact information. (Make sure there’s no identifiable patient information in your annotations for this recording) |
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A single position following a full Cardiac Exam:
Select a single position from the Exam Summary screen. |
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Tap “Share” at the bottom left corner of that position’s recording/playback screen. |
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Select the medium for sharing and input your recipient’s contact information. (Make sure there’s no identifiable patient information in your annotations for this recording)
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