Revision as of 16:25, 6 November 2014

Overview

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

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

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 Lifestyle Codes

Creating a Prescription

Assigning a Recall

Adding Notes

Saving Documents

Creating a ToDo

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.

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

In both cases the results can then easily be filtered.

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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