Knowledge Base
Your search for returned 86 results across 9 page(s). Search Category: Main Form. Software Version: All Versions.
| Viewing the Action List - Enterprise By default, the Action List shows Patient Actions that are due today or overdue and actions that are assigned to all users and the user logged in.
When an action becomes overdue, the date will become highlighted in red on the Patient Record.
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| View Actions To Do - Enterprise On the top right of the Main Patient Screen is the notification button.
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| View A Patient's Document History - Enterprise To view a patient's document history, on their Patient Record, click the Patient drop-down at the top left-hand side, got to History Menu and then Document History. This will display a grid of the documents that have been created from or stored against the Patient Record.
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| View A Patient's Appointment Schedule - Enterprise To view a patient's appointment schedule, go to the Patient drop-down, History Menu and click on Patient Visit History. Here you will see a list of appointments the patient attended, rescheduled, failed to attend or has booked.
This can be useful when you want to see which practitioners the patient has seen before or appointment types the patient had in the past.
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| View A Patient's Record History - Enterprise To view a patient's record history, click on the Patient drop-down on the top right-hand side, History Menu and click Patient Audit History.
The Patient History shows a grid of the changes that have been made to the patient record. The top line shows the information that was on the Patient Record before the last change was made. The line below shows the information on the Patient Record before the change was made and so on.
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| Patient Activity Notes - Enterprise To view the Patient Activity Notes, click on the Patient drop-down at the top left-hand side and click on Activities (Notes and Actions).
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| How To Stop Marketing Communications Being Sent To A Patient - Enterprise On the Patient Record is a tick box labelled 'Stop Marketing'. Ticking this box will stop the patient appearing in the Marketing module for all communication types except when the 'Search Patient Database' and 'Ignore Communication Preference' options are selected in Marketing.
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| Examples of Using The Patient Action Facility - Enterprise General Action
A Patient Action should be added in this way when you want a note to appear on the Action List for a particular day and the Patient Action can be completed by anyone. For example, 'Please call patient to see how they are getting on with their new contact lens prescription.
Enter the date you would like the action to be completed.
Enter the details of the action that needs to be completed.
Depending on the content and importance of the action, tick or untick the reminder box, e.g. if the patient phones before this date does the staff member talking to the patient need to know this information immediately. If yes then the reminder box should be ticked.
Click Add.
Personal Action
A Patient Action should be added in this way when you want a note to appear on your action list for the day.... Main Form - Enterprise |
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| Deleting A Patient Record - Enterprise To delete a Patient Record, click 'Extras' and then 'Delete Patient'. This will delete the active Patient Record permanently, however it will only work if there has been absolutely no activity on that record other than creation.
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| View And Complete Patient Actions - Enterprise The bottom section of the Patient Activity page is called the Patient Actions. In this section, you can record items that need to be done in the future, e.g. 'Call patient to follow up on new contact lenses' or information about the patient that needs to be flagged when they next contact the practice.
To access actions assigned to all patients, click the Dashboard drop-down and then click on 'Actions & Tasks'. The number displayed on the drop-down shows how many outstanding actions there are.
... Main Form - Enterprise |