1
2
3
4
5
6
DISCUSSION
HOW TO
LIVE CHAT
PATIENTS
How to create, edit and remove patients
CREATE NEW/EDIT PATIENTS
Darren Ince
The patients screen shows all the patients in the system.
You can access the 'Patients' screen via the main menu.
CREATE NEW/EDIT PATIENTS
You can search through the patients database by entering any of the patients information (names, telephone, surgery, etc).

The amperand/asterisk button in the top right can be used to toggle strict searching.
When displaying the ampersand icon strict searching will be on, this means all search words must be found for the patient to see them in the results.
When displaying the asterisk icon strict searching will be off, this means any search words can be found for the patient to see them in the results, the best matches will be shown first.

The small clock icon next to the patient indicates that there is a current pending order for the patient.

You can edit a patient by clicking on them and delete a patient by clicking the red cross button.
CREATE A NEW PATIENT
You can create a new patient by clicking the plus button in the top right.
CREATE NEW/EDIT PATIENTS
First Name, Middle names, Surname
Specifies the patients names
DOB
Specifies the patients date of birth (used primarily to distinguish between occupants of the same address with the same name)
Address
The address of the patient
Telephone
A landline telephone number for the patient
Mobile
A mobile telephone number for the patient
Surgery
The surgery the patient belongs to, this is selected using the 'Select Surgery' pop up. If the surgery doesn't exist you can create a new one by typing the full name into the search bar and clicking the 'Create...' button that appears below it.
Order Frequency
The number of days between the patients repeat prescription collection.
Order Date/Collection Date
The date to order the patients repeat prescription items and the date the patient will be collecting. Changing one will change the other so that the order date will always be 7 days before the collection date.
Collection Dates Forecast
You do not need to enter anything here! This is simply to show you the next few collection dates for the patient.
Delivery
Whether the patient has their order delivered.
Active Patient
Whether the patient is actively having a repeat prescription, If this is checked the patient will appear in the orders screen on the order dates.
Order Items
The order items are explained further on.
Notes
Any additional notes you want to make about the patient.
ADDING ORDER ITEMS
CREATE NEW/EDIT PATIENTS
Clicking on the order items will show a pop up with all the items for the patient. You can click 'Add Order Item' to add a new item for the patient.
CREATE NEW/EDIT PATIENTS
You can search for items to add for the patient by typing in the search bar. If you are unable to find an item, you can type the full name into the search bar and click the 'Create...' button that appears.
CREATE NEW/EDIT PATIENTS
Once an item is added you can then see it in the patient order items pop up. If you wish to remove an item you can click the red cross button next to it.
Clicking the pencil icon will allow you to rename the order item (This will rename the order item throughout the system, it is not just for the patient).
Copyright 2018| Website by ProjectPeach.co.uk