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Health Record

Last Updated: February 25, 2026
Document ID: UG-CASEPAGE-001
Version: 1.1

Overview​

The Health Record feature on the Case Page provides access to health-related information, demographic data, deadlines, and location management. Health Record information can be accessed in two different contexts depending on your workflow needs.

When you access Health Record, you'll see three tabs:

  1. Health Record tab - Demographics and EHR-connected health information (may include additional tabs based on organization settings)
  2. Deadlines tab - All case deadlines with pinned and flow-based views
  3. Locations tab - Address management and map view

Each tab includes a ? icon with hover tooltips to explain what that section contains.

This guide will cover:

  • Accessing Health Record from the Left Sidebar and Right-Side Panel
  • Understanding ELMR chip and EHR connections
  • Navigating the three main tabs (Health Record, Deadlines, Locations)
  • Viewing Demographics and potential additional health information
  • Managing deadlines and understanding their workflow context
  • Working with location pins and visibility settings

How to Access Health Record​

Health Record information appears in two different contexts within Conduit:

From the Left Sidebar (Full Health Record Interface)​

Purpose: Complete access to all health information, including Demographics, EHR data, Deadlines, and Locations

How to access:

  1. Navigate to any Case Page
  2. Click the Health Record icon in the Left Sidebar (medical cross icon)
  3. The Health Record accordion expands, displaying the full interface

When to use:

  • You need to review comprehensive Demographics information
  • You're managing Deadlines across multiple stages
  • You need to update Locations or view the map
  • You want to access additional EHR tabs (if configured)

What you'll see:

  • Full tabbed interface: Health Record, Deadlines, Locations
  • ELMR chip indicator (if EHR connected)
  • Complete Demographics and health data
  • All deadline management tools

In the Right-Side Context Panel (Quick Access During Tasks)​

Purpose: Quick access to essential health record information while working on tasks

How it appears:

When working on Outcome, Checklist, Due Date, or Document Upload task types, the Right-Side Context Panel automatically displays a split view with EHR information in the bottom section.

When to use:

  • You're completing a task and need to reference client demographics
  • You want to verify health information while entering task data
  • You need quick access to clinical data without leaving your task

What you'll see:

  • Abbreviated EHR view (bottom section of split view)
  • Essential demographics and health data
  • Documents section above for additional context

💡 Tip: Both views access the same health record data. Use the Left Sidebar for comprehensive health information management and the Right-Side Panel for quick task-related reference.

For more on the Right-Side Context Panel, see Case Page Overview - Right-Side Context Panel.

Key Terms​

TermDefinition
ELMRElectronic Health Records system identifier chip
EHRElectronic Health Record - external system providing client health data
DemographicsClient identification and personal information within Health Record tab
DeadlinesTime-based requirements spanning multiple stages or groups in the case workflow
LocationsPhysical addresses and map pins, managed through the Locations tab
Read-onlyData sourced from EHR that cannot be edited within Conduit
Pinned DeadlineDeadline marked as high priority, shown at the top of the Deadlines tab

Health Record Accordion Header​

ELMR Chip​

What it shows:

  • Electronic Health Records connection status
  • Small chip/badge indicator in accordion header

Hover tooltip text:

"Connected to ELMR for Electronic Health Records"

Purpose:

  • Indicates the case has linked health records from an external system
  • Provides quick visual confirmation of EHR integration

Screenshot: case-page_health-record_elmr-chip_01.png

Expanded Accordion: Three Main Tabs​

When you expand the Health Record accordion, you'll see three tabs at the top. Each tab has a ? icon that displays helpful information when you hover over it.

Tab 1: Health Record​

Purpose: Display client health and demographic information sourced from your EHR system

Default view: Demographics tab (auto-selected)

Potential additional tabs: Depending on your organization's EHR integration, you may see additional tabs such as:

  • Medication History
  • Lab Results
  • Clinical Notes
  • Other health information your organization has configured

Important: All information in the Health Record tab comes from your EHR system and is read-only in Conduit. To update this information, you'll need to make changes in your source EHR system.

Screenshot: case-page_health-record_tab_01.png

Tab 2: Deadlines​

Purpose: View and manage all case deadlines in one centralized location

What you'll see:

  • Pinned deadlines (top section) - High-priority deadlines marked for quick access
  • All deadlines (below) - Complete flow of every possible deadline in this process

Understanding deadline display:

The Deadlines tab shows you the entirety of every possible deadline in your process (e.g., all CARE deadlines). This doesn't mean all deadlines will be triggered - some are just "slots" that may or may not be encountered depending on how you traverse through the workflow.

For example, you might never actually reach "Psychiatric Report" deadline if you take a different path through the process. When viewing this retrospectively, you'll be able to see which dates were actually logged versus which deadlines never occurred.

Screenshot: case-page_deadlines_tab_01.png

For more information about how deadlines work across stages, see Process Flows Guide.

Tab 3: Locations​

Purpose: Manage client addresses and view them on a map

What you'll find:

  • All the same components previously accessible via the green Locations button
  • Address pins on an interactive map
  • Visibility controls for location pins
  • Add, edit, and organize location information

Important icon meaning:

  • Eye icon always means "hide" - Click to toggle visibility of location pins
  • Visibility can be controlled at both the client level and individual pin level

Upcoming features (by end of January 2026):

  • Search for addresses
  • Find nearby locations
  • Closest address suggestions

For complete Locations documentation, see Locations.

Screenshot: case-page_locations_tab_01.png

Demographics Information Fields​

The Demographics tab displays client information organized in a form layout. All data is read-only and sourced from your organization's Electronic Health Record (EHR) system.

Important: Field availability and labels may vary based on your organization's EHR configuration and process-specific requirements. The fields shown below represent common demographics data.

Standard Demographics Fields​

The following fields are commonly available across most organizations:

Identification & Basic Information:

  • Medical Record Number
  • First Name
  • Last Name
  • Date of Birth (MM/DD/YYYY format)
  • Age (in years)
  • SSN (Social Security Number)

Contact Information:

  • Phone (primary contact number)
  • Email (primary email address)
  • Address (street, city, state)
  • County (of primary address)
  • County of Residence / ZIP code

Demographics:

  • Sex (biological sex)
  • Race (may allow multiple selections)
  • Ethnicity (Hispanic/Latino origin)
  • Tribal Affiliation (Indigenous/Native American membership)
  • Tribal Services (whether client receives tribal-specific services)
  • Sexual Orientation
  • Gender Identification

Accommodation & Support Needs:

  • Disability (type and description)
  • Preferred Language (for communication and interpreter services)

Status & Coverage:

  • Employment Status (e.g., Employed, Unemployed, Student, Retired)
  • Veteran Status (military service history)
  • Immigration Status (citizenship/residency information)
  • Healthcare Coverage Status (e.g., Insured, Medicaid, Medicare, Uninsured)

Organization & Process-Specific Fields​

In addition to standard demographics, your organization may display process-specific fields based on the workflow or program requirements. These fields are also sourced from your EHR system.

Examples of process-specific fields may include:

  • Petition Case Number - Court case tracking number
  • Petition Filed Date - Date petition was submitted to court
  • CARE 100 Received - Date CARE 100 form was received
  • CARE 101 Deadline - Deadline for CARE 101 submission
  • CARE 101 Sent to the Court - Date CARE 101 was filed
  • Initial Hearing Date - Scheduled court hearing date
  • Program Status - Current status within specific program (e.g., CARE Status)

Note: The specific fields available depend on:

  • Your organization's EHR configuration
  • The Process Flow template being used for the case
  • Program-specific data requirements
  • Regulatory or compliance tracking needs

💡 Tip: If you need additional fields displayed in Conduit, contact your system administrator about EHR integration configuration.

Read-Only Data: Important Notes​

All Demographics information is sourced from the connected EHR system and is READ-ONLY within Conduit.

What this means:

  • You cannot edit these fields directly in Conduit
  • To update client information, changes must be made in the source EHR system
  • Updates from the EHR will sync to Conduit

Why this matters:

  • Ensures single source of truth (the EHR system)
  • Prevents data conflicts between systems
  • Maintains data integrity and compliance

If you notice incorrect information:

  1. Note the discrepancy
  2. Contact your EHR system administrator or data team
  3. Request correction in the source EHR system
  4. Verify the update appears in Conduit after sync

Tips and Best Practices​

Review Demographics on Case Open:

  • Verify client identification when first opening a case
  • Check contact information is current for outreach
  • Note preferred language for communication planning

Respect Privacy:

  • Demographics contain sensitive personal information
  • Only access when necessary for case work
  • Follow organizational privacy and HIPAA policies

Cross-Reference with EHR:

  • If you have access to the source EHR system, verify critical information matches
  • Report any sync issues to technical support

Understand Limitations:

  • Remember you cannot edit Demographics in Conduit
  • Plan workflows that account for EHR update delays
  • Keep your own notes if temporary information is needed

Frequently Asked Questions​

Q: Can I edit client information in the Demographics tab?​

A: No. All Demographics information is pulled from the connected EHR system and is read-only in Conduit. To update client information, changes must be made in the source EHR system.

Q: What does ELMR stand for?​

A: ELMR indicates Electronic Health Records connection. Confirm the exact acronym meaning with your administrator.

Q: How often does Demographics data sync from the EHR?​

A: Check with your technical team about the sync schedule between the EHR system and Conduit.

Q: What if I notice incorrect information in Demographics?​

A: Contact your EHR system administrator or data team to request corrections in the source EHR system. Once updated there, the changes will sync to Conduit.

Q: What's the difference between Sex and Gender Identification?​

A: Sex (field 12) refers to biological sex assigned at birth. Gender Identification (field 20) refers to the client's gender identity, which may differ from biological sex. This distinction is important for respectful, person-centered care.

Q: What if the ELMR chip is missing its green indicator?​

A: Missing ELMR chip indicator indicates the case is not connected to Electronic Health Records. Contact your system administrator to establish the connection if health records are needed for the case.

Q: Is SSN always visible or masked?​

A: SSN visibility may depend on your user permissions. Some users may see the full number, others may see only the last 4 digits masked (XXX-XX-1234). Check with your administrator about SSN access policies.