Guide to the Patient Summary

The Patient Summary displays everything that relates to your current Active Patient in a series of tabs:

Patient

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:

  1. Key Information - First Name, Surname, DoB, Gender, Home Address, Other Address, Hospital #, NHS #, Source, Language, Ethnicity, Date of Death
  2. Contact Info - Home Phone, Work Phone, Mobile Phone, Email Address, Consents to Email/SMS communication
  3. Custom Fields - Text fields that you define yourself - Read More
  4. Next of Kin - Name, Relationship, Address, City and Postcode, Phone Number, Email
  5. Tags - Tags that you define yourself for grouping and categorising patients - Read More
  6. Third Parties - Address Details, Postcode, Contact Name, Type, Email, Website - Read More
  7. External Links- Links to any other profiles
  8. Other Information - Any other Information
  9. 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.

Edit Mode

This is a view of the Patient Tab that allows you to modify the demographic information for the Client.

Notes

The Notes Tab is separated into two views, the Grid and List views.

Grid View

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.

 

List View

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

Assessments

The Assessments Tab lists each Assessment in chronological order, with the newest at the top. It lists each Assessment with the Type, Date, Clinician, Episode and Status. Clicking on any row takes you through to view the Assessment.

Appointments

The Appointments Tab lists each Appointment in chronological order, with the newest at the top. It lists each Appointment with the Type, Date, Time, Clinician, Episode, Location, Status and whether it's been invoiced. Clicking on any row takes you through to view the Appointment on the relevant Diary day.

If your patient has booked an Appointment through online booking, you will see the following banner in the Appointments tab:

Image_2017-11-13_at_2.08.28_PM.png

Tasks

The Tasks Tab lists each task in chronological order, with the newest at the top. It lists each Task with the Subject, Due Date, Completion Date, Owner Episode and Status. Clicking on any row takes you through to view the Task.

Files 

The Files Tab lists each file in chronological order, with the newest at the top. It lists each Document and Attachment with the Type, Name,  Date, Clinician, Episode and Status. Clicking on any row takes you through to view the document either in the Viewer (i.e. documents or images) or to a page where you can download the file if it cannot be rendered in the browser (i.e. PDFs or Excel Documents).

Messages

 

Any communications that are sent to the patient are added to the "Messages" tab in the patient summary along with all other SMS/Email confirmations and reminders. To see the details of any of the messages just click on the relevant row.

Episodes

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.

Account

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, who it's been sent to, 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?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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