Setting Up The Clinical Records
From Optisoft
Contents
Visit Maintenance
In Visit Maintenance you can create and edit Visit Types.
To create a new Visit, follow the below procedure:
- Choose a Visit Type from the drop down.
- Give your Visit a Name.
- Select which Pathways are required in your Visit by double clicking or using the arrow buttons.
- Order your Pathways by using the up and down buttons.
- Select the relevant Branches and Staff members.
- Click Save.
To edit an existing Visit, simply double click on the relevant Visit in the Grid at the bottom of the screen.
Pathway Maintenance
In Pathway Maintenance you can create and edit Pathways.
To create a new Pathway, follow the below procedure:
- Give your Pathway a Name.
- Select which Pages are required in your Pathway by double clicking or using the arrow buttons.
- Order your Pages by using the up and down buttons.
- Select the relevant Branches.
- Click Save.
To edit an existing Pathway, simply double click on the relevant Pathway in the Grid at the bottom of the screen.
Page Maintenance
In Page Maintenance you can create and edit Pages.
To create a new Page, follow the below procedure:
- Give your Page a Name.
- Choose which Type of Page from the drop down.
- Tick the relevant options.
- Select the relevant Branches.
- Click Save.
To edit an existing Page, simply double click on the relevant Page in the Grid at the bottom of the screen.
Page Option Maintenance
In Page Option Maintenance you can create and edit Page Options on specific Pages.
Drawings Maintenance
