Adding a Patient Record - Revision history

Optiwiki at 14:40, 10 March 2022

2022-03-10T14:40:42Z

Optiwiki at 14:39, 10 March 2022

2022-03-10T14:39:35Z

Optiwiki at 09:21, 25 February 2022

2022-02-25T09:21:24Z

Optiwiki at 09:19, 25 February 2022

2022-02-25T09:19:41Z

Optiwiki at 09:13, 25 February 2022

2022-02-25T09:13:52Z

Optiwiki at 14:03, 14 November 2017

2017-11-14T14:03:13Z

Optiwiki at 10:18, 28 February 2017

2017-02-28T10:18:49Z

Optiwiki at 15:21, 27 February 2017

2017-02-27T15:21:19Z

Optiwiki at 15:20, 27 February 2017

2017-02-27T15:20:57Z

Optiwiki at 16:27, 23 February 2017

2017-02-23T16:27:52Z

@@ Line 1: / Line 1: @@
 In order to Add a Patient Record, follow the below instruction.
-<Center>[[image:NewAddingPatients.jpg|border|1020px|A Patient Record]]</Center>
+<Center>[[image:NewAddingPatients.jpg|border|900px|A Patient Record]]</Center>
 *Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key on the keyboard to move through the form in a logical manner.

@@ Line 1: / Line 1: @@
 In order to Add a Patient Record, follow the below instruction.
-<Center>[[image:NewAddingPatients.jpg|border|700px|A Patient Record]]</Center>
+<Center>[[image:NewAddingPatients.jpg|border|1020px|A Patient Record]]</Center>
 *Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key on the keyboard to move through the form in a logical manner.

@@ Line 15: / Line 15: @@
 *The '''NHS''' & '''NI''' number fields are not required but, obviously, provide useful information.
-*Enter the patient’s contact details into the appropriate fields. The Mobile number and Email Addresses, which can be used for notification purposes, also haav a format check similar to the Postcode field.
+*Enter the patient’s contact details into the appropriate fields. The Mobile number and Email Addresses, which can be used for notification purposes, also have a format check similar to the Postcode field.
 *You can add a patient’s photo to their record, either by using a webcam or by importing an image from a file. To do this click on the '''Photo''' button.

@@ Line 5: / Line 5: @@
 *Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key on the keyboard to move through the form in a logical manner.
-*Enter the address details for the patient. If you have the postcode facility then you can enter the patients '''Postcode''' either in the postcode field, or the first line of the address and then press TAB, to automatically fill in the address details.
+*Enter the address details for the patient. If you have the postcode facility then you can enter the patients '''Postcode''' either in the postcode field, or the first line of the address and then press TAB, to automatically fill in the address details. The Postcode field also has a format check to ensure the validity of the information you are entering. You should notice that the text will stay red until you have entered an acceptable format of data.
 *When you enter the patient’s '''Date of Birth''' you will see that Optisoft.NET automatically calculates the patient’s current '''Age'''.
@@ Line 15: / Line 15: @@
 *The '''NHS''' & '''NI''' number fields are not required but, obviously, provide useful information.
-*Enter the patient’s contact details into the appropriate fields. The Mobile number and Email Addresses, which can be used with the Optisoft Email SMS module, has a format check. This is to ensure the validity of the information you are entering. You should notice that the text will stay red until you have entered an acceptable format of data.
+*Enter the patient’s contact details into the appropriate fields. The Mobile number and Email Addresses, which can be used for notification purposes, also haav a format check similar to the Postcode field.
 *You can add a patient’s photo to their record, either by using a webcam or by importing an image from a file. To do this click on the '''Photo''' button.
-*You can assign pre-set '''[[Adding Lifestyle Codes|Analysis Codes]]''' to a patient’s record. These can be patient history information, i.e. Glaucoma, Diabetic etc, marketing information, i.e. spending habits, hobbies, profession, or any other information that may be of use.
+*You can assign pre-set '''[[Adding Lifestyle Codes|Analysis Codes]]''' to a patient’s record by clicking the Analysis button. These can be patient history information, i.e. Glaucoma, Diabetic etc, marketing information, i.e. spending habits, hobbies, profession, or any other information that may be of use.
 *A unique Reference number will be automatically generated for you upon saving the patient record. This should be made up of your Branch Short Name and a six digit number.

@@ Line 5: / Line 5: @@
 *Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key on the keyboard to move through the form in a logical manner.
-*Enter the address details for the patient. If you have the postcode facility then you can enter the patients '''Postcode''' to automatically fill in the address details.
+*Enter the address details for the patient. If you have the postcode facility then you can enter the patients '''Postcode''' either in the postcode field, or the first line of the address and then press TAB, to automatically fill in the address details.
 *When you enter the patient’s '''Date of Birth''' you will see that Optisoft.NET automatically calculates the patient’s current '''Age'''.

← Older revision		Revision as of 10:18, 28 February 2017
Line 1:		Line 1:
		+	In order to Add a Patient Record, follow the below instruction.
		+
	<Center>[[image:NewAddingPatients.jpg\|border\|700px\|Patients Record]]</Center>		<Center>[[image:NewAddingPatients.jpg\|border\|700px\|Patients Record]]</Center>

@@ Line 1: / Line 1: @@
 <Center>[[image:NewAddingPatients.jpg|border|700px|Patients Record]]</Center>
-*Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key of the keyboard to move through the form in a logical manner.
+*Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key on the keyboard to move through the form in a logical manner.
 *Enter the address details for the patient. If you have the postcode facility then you can enter the patients '''Postcode''' to automatically fill in the address details.
-*When you enter the patient’s '''Date of Birth''' you will see that Optisoft Enterprise automatically calculates the patient’s current '''age'''.
+*When you enter the patient’s '''Date of Birth''' you will see that Optisoft.NET automatically calculates the patient’s current '''Age'''.
 *Select the appropriate Gender and Payment option. Optisoft.NET may have already selected an option for you, based on information that has been previously entered.
-*The '''OO''', '''Surgery''' and '''GP''' fields can only be filled in if you have previously entered Staff and GP details into the system.
+*The '''Optometrist''', '''Surgery''' and '''General Practitioner''' fields can only be filled in if you have previously entered Contact and Group Contact details into the system.
-*The '''NHS Number''' fields are not required fields but, obviously, provide useful information.
+*The '''NHS''' & '''NI''' number fields are not required but, obviously, provide useful information.
-*Enter the patient’s contact details into the appropriate fields. The mobile telephone number and Email addresses, which can be used with the Optisoft Email SMS module, has a format check. This is to ensure the validity of the information you are entering. You should notice that the text will stay red until you have entered an acceptable format of data.
+*Enter the patient’s contact details into the appropriate fields. The Mobile number and Email Addresses, which can be used with the Optisoft Email SMS module, has a format check. This is to ensure the validity of the information you are entering. You should notice that the text will stay red until you have entered an acceptable format of data.
-−
-*You can enter a patient '''Reference''' in the field provided. You can also set the system to automatically assign a reference number, or choose not to use reference numbers at all in the Patient Module Maintenance.
 *You can add a patient’s photo to their record, either by using a webcam or by importing an image from a file. To do this click on the '''Photo''' button.
 *You can assign pre-set '''[[Adding Lifestyle Codes|Lifestyle Codes]]''' to a patient’s record. These can be patient history information, i.e. Glaucoma, Diabetic etc, marketing information, i.e. spending habits, hobbies, profession, or any other information that may be of use.

← Older revision		Revision as of 16:27, 23 February 2017
Line 2:		Line 2:


−	<Center>[[image:~~AddingPatients~~.jpg\|border\|700px\|Patients Record]]</Center>	+	<Center>[[image:NewAddingPatients.jpg\|border\|700px\|Patients Record]]</Center>

	*Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key of the keyboard to move through the form in a logical manner.		*Start by entering the patient’s '''Surname''', '''Forenames''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details previously entered. If you have the AutoCaps feature enabled, you will notice that every word will have its first letter capitalised for you. This is for ease of use. You may also notice that you can use the TAB key of the keyboard to move through the form in a logical manner.