Entering patients

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add new patientOn the Tasks side menu in the main Patient window, click Add a patient, or select New Patient from the Patient menu. The patient's first and last name, and provider are only fields required to save a record. Click the top, button tabs to access other information categories for Address, Insurance/Referral, and Emergency.
 

Personal tab

Address tab

Insurance/Referral tab

Emergency tab

Courtesy Calls

Additional Information  

Click the button for Additional Information at the bottom of the Patient Information window. Select items from drop down pick lists, or type in the fields for Race, Religion, Military, and Educational Level.

User Fields

You can set up user fields to enter other information that you wish to record. This information will appear on the patient Facesheet. Information in the User Fields will also appear in demographics reports.

Note for Network Users: User fields are global. If changed by anyone on the system, the change is reflected for all users and all patients. The user field setup should be assigned to the Administrator or to one individual.

Setup user defined fields

 

Edit

Edit patient Double click on patient's name, or select the name and press Enter to open Patient Information form. Then make any necessary changes, and click OK to save

 

See Also

Facesheet

 

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