The Patient Summary displays everything that relates to your current Active Patient in a series of tabs:
The Patient tab is divided into a number of "pods" which are used to group together similar information and they only visible when you have entered data into them. The pods are as follows:
- Key Information - First Name, Surname, DoB, Gender, Home Address, Other Address, Hospital #, NHS #, Source, Language, Ethnicity, Date of Death
- Contact Info - Home Phone, Work Phone, Mobile Phone, Email Address, Consents to Email/SMS communication
- Custom Fields - Text fields that you define yourself - Read More
- Next of Kin - Name, Relationship, Address, City and Postcode, Phone Number, Email
- Tags - Tags that you define yourself for grouping and categorising patients - Read More
- Third Parties - Address Details, Postcode, Contact Name, Type, Email, Website - Read More
- External Links- Links to any other profiles
- Other Information - Any other Information
- Latest Activity - Details all of the most recent interventions and records created for the client
Clicking on any of the "Edit Details" buttons takes you into Edit Mode so that you can add and update information in the record.
This is a view of the Patient Tab that allows you to modify the demographic information for the Client.
The Notes Tab is separated into two views, the Grid and List views.
Displays the Type, Date, Clinician and Status of each Note in a grid, where you can click on each row to view the individual Note.
Shows all the Notes expanded. You can scroll down and click the "More" link at the bottom of the page to keep showing more entries. Clicking on any entry opens up the Note.
Tip 1: To print all of your Notes together, go to the List View and click the Print icon at the bottom of the page
Tip 2: To search through your Notes quickly, go to the List View, hit "Ctrl" + "F" (Windows) or "Cmnd" + "F" (Mac) and search the page
The Assessments Tab lists each Assessment in chronological order, with the newest at the top. It lists each Assessment with the Type, Date, Clinician and Status. Clicking on any row takes you through to view the Assessment.
The Assessments Tab lists each Appointment in chronological order, with the newest at the top. It lists each Appointment with the Type, Date, Time, Clinician and Status. Clicking on any row takes you through to view the Appointment on the relevant Diary day.
If your patient has booked an Appointment through select+book, you will see the following banner in the Appointments tab:
The Tasks Tab lists each Assessment in chronological order, with the newest at the top. It lists each Task with the Subject, Due Date, Completion Date, Owner and Status. Clicking on any row takes you through to view the Task.
The Files Tab lists each file in chronological order, with the newest at the top. It lists each Document and Attachment with the Type, Date, Clinician and Status. Clicking on any row takes you through to view the document either in the Viewer (i.e. for PDFs or images), or to a page where you can download the file if it cannot be rendered in the browser (i.e. Microsoft Word or Excel Documents).
Any communications that are sent to the patient are added to the "Messages" tab in the Patient Summary along with all other SMS/Email Confirmation and Reminders. To see the detail of any of the messages just click on the relevant row.
The Episodes Tab lists each Episode in chronological order, with the newest at the top. Episodes are automatically created for Patients, and will remain open until they are Discharged. After this, any further interaction will result in a new Episode being automatically opened for them.
This tab lists each Episode with the Title, Date, Date Discharged, Clinician and Status.
The Account Tab lists each Invoice in chronological order, with the newest at the top. It lists each Invoice with the Invoice Date, Invoice Number, Price, Status, Payment Date and Comments. Clicking on any row takes you through to view the Invoice.
Any Unpaid Invoice will have a "Paid" button in the row. Clicking on this will take you through to the Payment Details screen.
Need More Help?
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