Patients

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Overview

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

Patients.png

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

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

Using Patients

Creating a New Patient

Adding a Patient Record

Adding Lifestyle Codes

Creating a Prescription

Assigning a Recall

Adding Notes

Saving Documents

Creating a ToDo

Finding Patients

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.

All of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Hive on the left of the screen.

Maintaining the Patient Module


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