Difference between revisions of "Patients"

From Optisoft
Jump to: navigation, search
(Record Information Tab Area)
 
(46 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__TOC__
 
__TOC__
'''This page is currently under construction'''
 
 
  
 
= Overview =
 
= Overview =
  
The Records screen is used to manage all information that directly relates to your patients.
+
The Patients screen is used to manage all information that directly relates to your patients.
  
<center>[[image:BlankPatients.jpg|border|700px]]</center>
+
<center>[[image:MainMay23.png|border|1020px|Patient Module]]</center>
  
When you open Optisoft.NET it will display a blank record, in the Records Module.
+
When you open Optisoft.NET it will display a blank record, in the Patients Module.
  
 
At this point you can either enter a new record, or you can retrieve the details of existing record.
 
At this point you can either enter a new record, or you can retrieve the details of existing record.
Line 15: Line 13:
 
= Using the Patients Module=  
 
= Using the Patients Module=  
 
== Creating a New Patient ==
 
== Creating a New Patient ==
 
 
Entering a New Patient into Optisoft.NET is as simple as filling out the Record Form and clicking Save. For further information please select from the options below.
 
Entering a New Patient into Optisoft.NET is as simple as filling out the Record Form and clicking Save. For further information please select from the options below.
  
 
'''[[Adding a Patient Record|Adding a Patient Record]]'''
 
'''[[Adding a Patient Record|Adding a Patient Record]]'''
  
'''[[Adding Lifestyle Codes|Adding Lifestyle Codes]]'''
+
'''[[Adding Analysis Codes|Adding Analysis Codes]]'''
  
 
'''[[Creating a Prescription|Creating a Prescription]]'''
 
'''[[Creating a Prescription|Creating a Prescription]]'''
Line 32: Line 29:
 
'''[[Creating a ToDo|Creating a ToDo]]'''
 
'''[[Creating a ToDo|Creating a ToDo]]'''
  
==Finding Patients==
+
'''[[Printing GOS Forms|Printing GOS Forms]]'''
  
 +
==Finding Patients==
 
Optisoft.NET contains an Intelli-Search facility that allows you to search through the entire record data set, without specifying a specific field first.  
 
Optisoft.NET contains an Intelli-Search facility that allows you to search through the entire record data set, without specifying a specific field first.  
  
Alternatively you can simply ask Optisoft.Net to display the full list of patient records.  
+
<center>[[image:Search.jpg|border|150px|Search]]</center>
 +
 
 +
Alternatively you can simply ask Optisoft.Net to display the full list of patient records by clicking the Search button.  
  
 
In both cases the results can then easily be filtered.
 
In both cases the results can then easily be filtered.
  
=Record Information Tab Area=
 
Optisoft.Net features and Information Tab Area, that holds all the information regarding the current selected record. In addition to the information held, the Tab Area allows you to view the patient record at any one time, so you are not constantly clicking between screens.
 
  
Each Tab works to a uniform method. Tabs can also be reordered to suit your own needs.
+
=Information Tab Area=
 +
Optisoft.Net features an Information Tab Area, that holds all the information regarding the current selected record. In addition to the information held, the Tab Area allows you to view the patient record at any one time, so you are not constantly clicking between screens.
  
There are 4 buttons on each tab, New, Edit, Print and Delete.
+
<center>[[image:PatientsTabs2022.png|border|1020px|Information Tab Area]]</center>
  
Pressing a Tab and then the New button will give you a new instance of that tabs description. Please note that, where applicable, the New button will give you a instance of the top section of each grid, unless you have specified first.  
+
Each Tab, aside from the Email SMS Tab, works to a uniform method. Tabs can also be reordered to suit your own needs by dragging and dropping them into the order you wish.
  
In order to Edit saved information, you must first select the line of information you wish to change, then click the Edit button. Double left clicking will have the same effect.
+
There are 3 buttons on each tab, New, Edit and Delete. The Email SMS Tab replaces it's Edit button with a 2nd New button, one for each contact method.
  
To Print, simply select and then click Print.
+
<center>[[image:NewTabButtons.jpg|border|45px|Tab Buttons]]</center>
 +
 
 +
Pressing a Tab and then the New button will give you a new instance of that tabs description. Please note that the Prescription tab requires you to select which type of prescription you need, before clicking on the New button.
 +
 
 +
In order to Edit saved information, you must first select the line of information you wish to change, then click the Edit button. Double left clicking will have the same effect.
  
 
The same method applies to Deleting a line of information, however you will get a confirmation message box appear, to prevent the incorrect deletion of information.
 
The same method applies to Deleting a line of information, however you will get a confirmation message box appear, to prevent the incorrect deletion of information.
  
=Setting Up The Patients Module=
+
All aspects that are described above can be restricted, per user, from Security Maintenance.
  
 +
=Setting Up The Patients Module=
 
Some of the details that you will be using in the Patient Records module require some setting up beforehand.
 
Some of the details that you will be using in the Patient Records module require some setting up beforehand.
  
 
They will also require maintenance during the system’s life, for example Optometrist’s details may change as the practice grows.
 
They will also require maintenance during the system’s life, for example Optometrist’s details may change as the practice grows.
  
All of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Hive on the left of the screen.
+
Most of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Tab located in the menu ribbon at the top of the screen.
  
 
[[Maintaining the Patient Module|Maintaining the Patient Module]]
 
[[Maintaining the Patient Module|Maintaining the Patient Module]]
  
  
[[Main Page|Home]]
+
[[Optisoft.NET Help|Home]]

Latest revision as of 13:37, 30 May 2023

Overview

The Patients screen is used to manage all information that directly relates to your patients.

Patient Module

When you open Optisoft.NET it will display a blank record, in the Patients Module.

At this point you can either enter a new record, or you can retrieve the details of existing record.

Using the Patients Module

Creating a New Patient

Entering a New Patient into Optisoft.NET is as simple as filling out the Record Form and clicking Save. For further information please select from the options below.

Adding a Patient Record

Adding Analysis Codes

Creating a Prescription

Assigning a Recall

Adding Notes

Saving Documents

Creating a ToDo

Printing GOS Forms

Finding Patients

Optisoft.NET contains an Intelli-Search facility that allows you to search through the entire record data set, without specifying a specific field first.

Search

Alternatively you can simply ask Optisoft.Net to display the full list of patient records by clicking the Search button.

In both cases the results can then easily be filtered.


Information Tab Area

Optisoft.Net features an Information Tab Area, that holds all the information regarding the current selected record. In addition to the information held, the Tab Area allows you to view the patient record at any one time, so you are not constantly clicking between screens.

Information Tab Area

Each Tab, aside from the Email SMS Tab, works to a uniform method. Tabs can also be reordered to suit your own needs by dragging and dropping them into the order you wish.

There are 3 buttons on each tab, New, Edit and Delete. The Email SMS Tab replaces it's Edit button with a 2nd New button, one for each contact method.

Tab Buttons

Pressing a Tab and then the New button will give you a new instance of that tabs description. Please note that the Prescription tab requires you to select which type of prescription you need, before clicking on the New button.

In order to Edit saved information, you must first select the line of information you wish to change, then click the Edit button. Double left clicking will have the same effect.

The same method applies to Deleting a line of information, however you will get a confirmation message box appear, to prevent the incorrect deletion of information.

All aspects that are described above can be restricted, per user, from Security Maintenance.

Setting Up The Patients Module

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example Optometrist’s details may change as the practice grows.

Most of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Tab located in the menu ribbon at the top of the screen.

Maintaining the Patient Module


Home