Knowledge Base
Your search for returned 86 results across 9 page(s). Search Category: Main Form. Software Version: All Versions.
| Scroll Through Patient Records - Enterprise On the Patient Record there are 4 arrow buttons which can help you navigate through your patient database.
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| The Family Filter Button - Enterprise The 'Family Filter' button in Enterprise is now called 'Family Search'. The 'Family Search' button will look for any other patients that have the same postcode and first line of address to the active patient and will then display those patient records in the Search box.
This is useful when booking appointments for more than one family member.
To use the 'Family Search' button, when you are on the Patient Record of the patient you want to view the family of, click in the Patient Search box, and click 'Family Search'.
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| How to Lock i-Clarity - Enterprise The ... Main Form - Enterprise |
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| Adding a New Analysis Code - Enterprise 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, is diabetic or is part of a loyalty scheme.
You can also filter patients by analysis code in the Marketing module. By default, any code assigned to a patient will be displayed on the front page of their record.
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| Recording That a Patient has Stopped Wearing Contact Lenses - Enterprise If a patient has stopped wearing contact lenses, you may want to record this without removing their recall history.
You can do this by going to the patient's record and locating the tickbox labelled 'CLs Stopped on'.
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| The Move Family Button - Enterprise The 'Move Family' button allows you to change the address and phone number on all the patient records of a family, without having to re-enter the details multiple times.
Firstly, make one family member the active patient record.
Click in the Search Patient box and click Family Search. This will display all patients with same postcode and first line of address as the active patient.
Click the 3 button menu next to one of the patients displayed and then click 'Move Family Address'.... Main Form - Enterprise |
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| Merge Duplicate Records - Enterprise The Merge button is used when you have duplicate patient records and would like to reduce this into one record.
Make one of your duplicate patient records the active patient.
Click 'Extras' and then 'Merge Patient'. (Depending on your Maintenance settings this may ask you for a password to continue).
This will open the 'Merge Patients' pop up.... Main Form - Enterprise |
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| Deleting an Analysis Code - Enterprise 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, is diabetic or is 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 Patient Record.
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| Amending an Analysis Code - Enterprise Analysis codes are common headline information that you want to add to the front page of a patient's record. E.g. if a patient is on a direct debit, is diabetic or is 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.
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| Using Analysis Codes - Enterprise On the front of the Patient Record, there is a box which shows the analysis codes selected for this patient. Analysis codes are used as prompts to provide you with key information about the patient or marketing opportunities that patient may present.
These analysis codes are listed in the Marketing module and can be used for targeted marketing communicatons.
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