# Adding patient info for the proband

Add new case page > Family tree screen > Add patient information panel > Patient info section

## 1. Fill in the boxes:

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**Note:** The fields marked with (**\***) are mandatory.
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### 1. Sex (\*)

Options: Male, Female, Unknown.

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**Handling a proband sample with unknown sex**

When a sample is user-assigned "Unknown" sex, the system assumes "Female". This affects CNV interpretation on sex chromosomes in case *the genetic sex is actually male*:

* **Chromosome X:**\
  CN = 2 is considered reference (REF) for a female genome, so CNVs with two copies are hidden by default. This may cause chromosome X duplications to be missed.
* **Chromosome Y:**\
  CN = 0 is considered reference (REF) for a female genome, so CNVs with zero copies are hidden by default. This may cause chromosome Y deletions to be missed.

To include these variants in the analysis, enable the [Include Reference Homozygosity and No Coverage Calls toggle](https://help.connected.illumina.com/emedgene/settings/organization_settings_-330+/workbench-and-pipeline/pipeline-versions#include-reference-homozygosity-v36.0) in Workbench & Pipeline Settings.
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### 2. Relationship

The default fixed value for Proband is Test Subject.

### 3. Date of Birth

Expected format: mm/dd/yyyy.

### 4. Medical Condition (\*)

Options: Affected, Healthy.

The default value for Proband is Affected, but you may change it to Healthy.

<figure><img src="https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-d9a5086229fc5456557f207099d5d8e15ea6e159%2Fmedical%20condition.gif?alt=media" alt=""><figcaption></figcaption></figure>

### 5. Proband Phenotypes (\*)

To add all relevant phenotypes for the Proband, use one of the following methods:

1. [One by one (Selection mode)](#selection-mode),
2. [In a batch (Batch mode)](#batch-mode), or
3. Automatically infer disease-associated phenotypes (see [Proband Suspected Disease Condition](#id-6.-proband-suspected-disease-condition) below).

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**Notes:**

* The maximum permissible number of proband phenotypes is 100.
* Some diseases may not suggest phenotypes automatically if the source database does not provide them. You can add phenotypes manually in these cases.
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**Warning: Select valid HPO phenotypic abnormality terms**

When adding patient phenotypes, ensure that all selected HPO terms originate from the **“Phenotypic abnormality (HP:0000118)”** branch of the HPO ontology.\
Terms outside this branch are **not supported for case analysis**, as they do not represent clinical phenotypes and may lead to incomplete or inaccurate downstream results.
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#### Selection mode

Please follow the steps described below for each phenotype:

1. Enter an HPO term (e.g., Hypoplasia of the ulna), an HPO ID (e.g., HP:0003022), or a descriptive phenotype name (e.g., Underdeveloped ulna) in the search box.
2. Select a matching term from a dropdown menu and press Complete after you've added all the terms and additional patient information below.

![](https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-098b5bce6eb204672d32e2523c5ac2f39518f72b%2Fselection%20mode.gif?alt=media)

#### Batch mode

Paste a list of comma-separated HPO terms or HPO IDs in the search box and press Complete.

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**Notes**:

* A popup notification will appear at the bottom of the page if any input HPO term or HPO ID is unknown.
* Only phenotypes from the 'Phenotypic abnormality' HPO branch are currently supported.
  {% endhint %}

![](https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-bf19f49d2a95f2305c6bd7c9cd6c08dc543f174f%2Fbatch%20mode.gif?alt=media)

### 6. Proband Suspected Disease Condition.

Enter the disease name in the search box, select a matching term from a dropdown menu and press Complete. All the associated phenotypes will be automatically added to the Proband Phenotypes.

Selecting a disease only fetches its associated phenotypes for convenience—it does **not** affect downstream analysis. You can edit this list to match the proband’s clinical presentation. **Only the phenotypes you keep or add influence analysis, not the disease selection itself.**

To remove any phenotype described for the disease but not observed in your patient, click the <i class="fa-xmark">:xmark:</i> button next to the HPO term in the Proband Phenotypes list.

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**Note:**

Searching for a disease name may return several entries with the same title.

<img src="https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-af17c1a811db2a8a3c1af50e04533c33bd68ae6c%2Fproband%20suspected%20disease%20duplicate%20search.gif?alt=media" alt="" data-size="original">

This happens because the disease appears in **multiple gene–disease sources**, each with its own identifiers and evidence associations. These entries are not merged automatically, so choosing different items may return **different sets of phenotypes.**
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![](https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-2929edbf59103e66986bb94089e8c501e7a56ac3%2Fproband%20suspected%20diseade%20condition%20.gif?alt=media)

### 7. Suspected Disease Penetrance

Enter the suspected disease penetrance as a percentage.

### 8. Suspected Disease Severity

Select the appropriate category to indicate the severity of the disease symptoms observed in the patient: Mild, Moderate, Severe, Profound.

### 9. Consanguinity

Mark the checkbox if applicable.

{% hint style="info" %}
**Note:** If consanguinity is identified in the Proband's parents, but this box is not selected in case creation, this will result in a discrepancy alert in the [Lab tab](https://help.connected.illumina.com/emedgene/emedgene-analyze-manual/reviewing_a_case/lab_tab).
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### 10. Patient Ethnicities

Paternal and Maternal. Enter the [ethnicity](https://help.connected.illumina.com/emedgene/emedgene-analyze-manual/launching-analysis/creating_a_single_case/supported_parental_ethnicities) name in the search box and select a matching term from a dropdown menu.

![](https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-9497decf98404576aa815cdf658051d573596ea0%2Fpatient%20ethnicities.gif?alt=media)

## 2. ​Click on Complete once all the information is added.
