Patient's Summary Screen
The patient Summary screen is below and is divided into seven sections, each of which will be discussed in detail!
Patient Name and Address
- Name is the patient’s First, Middle and Last names. These are filled in for you and the patient’s ID code is automatically calculated when you create a new record. Clicking on Name will capitalize the first letter of each word.
- Salutation is for "mr.", "Mrs.", "Rabbi", etc. You can edit this list (go to the bottom and select Edit..)
- Title is for any
professional title, such as
"M.D.". You can edit this list.
- The Address1 and Address2 fields need to be completed without any special characters or “carriage returns”!
- In the Zip field enter the patient’s zip code and press [tab]. If no City and State appears this means the zip code was not in the Zipcodes database. Just type in the City and State. This will then create a permanent record in Zipcodes for future reference. NOTE: Many times cities share the same zip code. If you change the City name on this screen to reflect the current patient's City, all other records in the system using that same zipcode will have the City you just entered associated with it. Whenever possible, use the Zip+4 to prevent problems.
- Status is "Active" for all new patients. There is a pop-up list associated with this field. Any other selection will invoke special "edits" as you proceed. For example, patients in "Collection" cannot have new invoices or appointment and payments cannot be posted to their ledger. If the Status is "Deceased" you must enter the Deceased date!
- Enter the Birthdate using “/”s (i.e. 8/22/1955). The Age will be calculated for you.
- Gender can be either "M" or "F"
- Marital (marital status) has its own pop-up list (second one above)
- Soc Sec No is for the social security number. Enter with no dashes as the software will format the field for you.
- In Nickname
enter the nickname if the patient wants to be called something other
than the first name.
Communications
All phone number fields in PracticeMaker® will auto-format for you. You do not need to enter in dashes. If you leave the area code out it will be added for you. There is an associated Ext. field with each number where extra info, such as an extension, can be entered. As discussed in the Setup chapter, clicking the
will dial that phone number using your
computer's modem. - In Phone, Cellular and Fax enter the appropriate phone number without dashes.
-
For Pharmacy select the
patient’s pharmacy from the pop-up list. To view
the pharmacy's record click the
icon. If there is
no linked pharmacy you will get the complete pharmacy list! (Any phone number
can go in this field). - In Email
enter the patient's email address using the correct format
(system does
not check for correctness). To send this patient an email, click the
web icon
and confirm your action at the dialog shown
above! - Refer by can contain the exact source of who sent the patient so you can keep track! An editable list is associated with this field. If you select "Patient" from this list, you must enter this referring patient's Patient ID in this field. You basically can guess the ID based on the patient's name. You can then use this information to send a "Thank you note".
Facility, Providers
- Facility
is the place where this
patient is usually seen. To get a list of all
available facilities just click in the name area (here The Office is
selected) and the hidden pick list appears. This field cannot be empty. To
view the entire facility's record in the PhoneBook, click the icon.
-
Office Doctor is for the doctor in the practice who is responsible for the patient and under whom all billings will be done. This can be different from the Examiner who is the person or entity this patient is served by. These choices are used when creating a bill but are easily changed during invoicing! To view either of these provider’s record in the PhoneBook, click the respective
icon. -
The three fields Primary Doc, Referring Doc, and Other Doc all use the same “pick list” system. To invoke this pick list click in one of the name fields associated with these fields. The dialog below appears. You can click on one of the ABC buttons or enter up to eight letters of the last name in the search field and then click Search. You can assign a provider in this list to any of the patient's doctors by selecting Primary, Referring, or Other and then just clicking on the provider's name in the list. There are on screen instructions. To view the selected provider's record in the PhoneBook, click the appropriate
icon. -
The three radio buttons in this section determine which provider will be used to address new letters to that are not related to a specific invoice. For example, if you always wanted this patient's Other Doc to receive all new letters, you would click the radio button next one the same line. If no radio button is selected, or a radio button is selected but the provider selected is empty, the patient's Primary Doc will be used instead!
Employer or Student
- In Employ Status select the employment status from the pop-up list. The default is "9" for unknown.
- Occupation is a user-definble pop-up list. If you select "Student" then in the Student field you must select "Part" or "Full".
- Work name has a pop-up list of all employer's loaded in your PhoneBook. If you select one all of the fields in this section should fill in. Note: The only employers that need to be in this list (therefore the PhoneBook) are the ones used over and over again in a worker's compensation practice. You can just enter the Work phone.
- To view the selected Work
name record
in the PhoneBook click the
icon.
A patient can have unlimited diagnoses. When you click into one of the diagnosis Code fields, a pop-up list appears. This list is created based on the diagnoses you have selected to be in this list. See the Diagnosis chapter for more. To select a diagnosis from this list click once on it.
The software has a special feature that allows you to select diagnoses and have them instantly appear in the patient’s record. To use this feature click
. This brings forward the Diagnosis database
in “Select Mode”. To learn
more read the related section in the Diagnosis
chapter. - The Memo field is used for notes with regards to this diagnosis.
- The # field tells you which diagnosis is primary, secondary, etc. Diagnoses that are no longer current, or from another physician and not pertinent to you, are assigned "99".
- The Doc field tells you who in the practice made this diagnosis.
- The Del icon will
delete the diagnosis
but it is not necessary to delete old diagnosis. You will not run out
of
room in the program!
The notes section has two different areas to put notes. The top yellow section is for "local notes". Up to 64,000 characters can be stored in the notes field. To add a note click the Stamp button. This adds a date and time stamped entry to the top of the field. Just double click on "New note here" (as seen above) and type your note!
The pink note section is for a pop-up "alert" for this patient. The first 225 characters will be displayed!