Analysis codes are common headline information that you want to add to the front page of the patient’s record. E.g. if a patient is on a direct debit, or is diabetic, or part of a loyalty scheme.

You can also filter patients by analysis codes in the marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.

Open the maintenance module

Navigate to the Analysis Codes tab.

Fill in the boxes at the bottom of the page, from left to right.

1. Name of the code as you want it to appear in the patient record.
2. The next box is for any notes.
3. When an analysis code with a prompt is selected, the system will pop up a dialog box when you open the appointments page, as a reminder that the patient has this analysis code. If you would like a prompt for patients with this code, you can check this box.
4. Double click in the white box to open the colour palette and select a colour if you want to highlight the analysis code.
5. All analysis codes show up on the front page of the patient’s record by default. If you would like an analysis code that can be assigned to patients records but does not show up on the front page you can uncheck the last checkbox. This is useful for filtering patients out in marketing without having the code appear with the patient’s headline information. These codes will be visible in the further details tab on the patient’s record.

Click add.