Patient Main Menu
The Patients Module Menu is shown above. After doing a complete startup this is where you end up. Many of the functions on this screen can also be performed while on other screens, such as finding or creating new patients. Across the top are tabs that can take you to different data entry sections. In the middle are the following buttons:
- Patient Information
- New Patient Record starts a new patient record.
- Find Patient Record takes give you a dialog box for easy patient searches.
- Custom Find Screen gives you control over
finding and flagging those records for list creation, mail merge,
recall, etc.
- Patient Batch Functions
- Process Recall give you a dialog to select recall date range you want. This links with the Forms Module to print the type of recall you want!
- List Inactives prints a list of all non-active patients to review
- PAM Recalls works only on the Windows
platform.
In combination with a product called Physicians Automated Messages
(http:www.pammac.com) your computer dials and calls your patient and in
YOUR voice and reminds
them of their recall.
- Patient Appointments
- Print Appointments requires the Appointments module and uses its internal processes.
- List Cancelled prints a list of all patients who have cancelled appointments and NOT scheduled.
- List Past Due finds all patient who were sent
recalls and did not respond OR those who should be been seen by now
according to
your preset appointment interval for that patient (not functional yet).
Helpful Hints
The record structure of Patients is such that each patient has his or her own record. Dependents can, however, be linked to a guarantor whose name will appear on all invoices. When a patient is no longer a dependent on the parent, no changes to that individual’s record are needed except changing or adding new insurance information and removing the guarantor’s code!
Next to many fields are navigational arrows (the thumb or arrow icons) that, when clicked, take you to the record for the selection in the corresponding field (for example clicking this button next to the Office Doctor field takes you you to the corresponding field in the PhoneBook. If the field is empty, you will be given a picklist of choices related to that field instead.