Patient Details

 

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View and maintain every aspect of a patient's record from a single location.

 

 

 

Overview

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The Patient Record provides a complete view of all information relating to a patient. Information is organised into a series of tabs, allowing demographic details, appointments, accounts, documents, referrals, prescriptions, intake forms and other information to remain logically organised.

This page describes the Patient Details tab, where the patient's personal, contact and health information can be viewed and updated.

 

Common Tasks

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The following common tasks can help you get the most out of this screen:

 

Update patient information

1. Edit the required fields.
2. Click Save.

 

Create a new appointment

1. Click New Appointment.
2. Select the appointment details.
3. Save the appointment.

 

Copy patient information

1. Click the copy icon beside the patient's name, email address, phone number or address.
2. The selected information is copied to the clipboard.

 

Assign a General Practitioner

1. Scroll to the GP Details section.
2. Select or change the patient's GP.
3. Save the patient record.

 

 

Screen Reference

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A detailed description of various screen elements:

 

Patient Navigation

The navigation panel on the left provides quick access to every area of the patient's record, including:

• Patient Details
• Accounts
• Contact Details
• Custom Fields
• Documents & Letters
• Email Messages
• Intake Forms
• Prescriptions
• Referrals
• Open Patient Notes

Selecting a tab immediately displays that section of the patient's record.

 

Patient Summary

The summary panel displays the patient's most commonly used information, including their name, date of birth, age, email address, telephone number and address.

Copy buttons beside each field allow important information to be copied directly to the clipboard for use elsewhere.

 

New Appointment

Creates a new appointment for the current patient without leaving the Patient Record.

 

Personal Details

Stores the patient's core demographic information including:

• Names and preferred name.
• Date of birth and calculated age.
• Occupation.
• Appointment colour.
• Birth sex and gender identity.
• Timezone.
• Reminder and marketing preferences.
• Critical information and general notes.

 

Emergency Contact

Records the person who should be contacted in the event of an emergency, together with their relationship and contact details.

 

Relationships

Records family information including marital status, partner, children and parent or guardian details.

Parent information may also be used when generating invoices for child patients where appropriate.

 

GP Details

Stores the patient's regular General Practitioner and Medicare referral information where applicable.

This information can be reused when creating referrals, Medicare claims and clinical correspondence.

 

Health Cards

Stores health funding information including:

• Medicare card number and reference number.
• Medicare referring practitioner details.
• Referral issue date.
• Private health fund.
• Private health fund membership number.

 

Save

Saves all changes made to the patient's record.

 

Cancel

Closes the Patient Record without saving any unsaved changes.