Difference between revisions of "Setting Up Patients - OptomNotes Integration"

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(Created page with " Setting up the integration in Optisoft requires a simple check box. *Click on the in the top left. *Choose Maintain>Patients>Settings from the menu that appears. *To enable ...")
 
 
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Setting up the integration in Optisoft Enterprise requires a simple check box.


Setting up the integration in Optisoft requires a simple check box.
*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left.  


*Click on the  in the top left.
*Choose Maintain > Patients > Settings from the menu that appears.  
*Choose Maintain>Patients>Settings from the menu that appears.
*To enable OptomNotes integration from Optisoft place a tick in the Enable OptomNotes Integration check box.


*Click  to save the change.
*To enable OptomNotes integration from Optisoft Enterprise place a tick in the Enable OptomNotes Integration check box.


This will enable the OptomNotes icon on the Patient module toolbar.


You will need to ensure that the OptomNotes application Practice Link has been configured for the feature to work correctly. Please refer to the OptomNotes documentation for details on how to do this.
http://www.optisoft.co.uk/wiki/images/optisoft/patients/patientssettings.png
 
 
*Click http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg to save the change.
 
This will enable the OptomNotes icon on the Patient module tool bar.
 
 
If you wish to transfer the Latest Rx from Optisoft Enterprise to Optomnotes at the same time, ensure that the '''Transfer Latest Rx from Optisoft''' check box is ticked.
 
 
You will need to ensure that the OptomNotes application Practice Link has been configured for the feature to work correctly.
 
 
 
[[Setting Up Patients - Maintaining the Patient Module|Back]]

Latest revision as of 08:56, 20 February 2017

Setting up the integration in Optisoft Enterprise requires a simple check box.

  • Click on the optisoftorb.jpg in the top left.
  • Choose Maintain > Patients > Settings from the menu that appears.
  • To enable OptomNotes integration from Optisoft Enterprise place a tick in the Enable OptomNotes Integration check box.


patientssettings.png


  • Click savebutton.jpg to save the change.

This will enable the OptomNotes icon on the Patient module tool bar.


If you wish to transfer the Latest Rx from Optisoft Enterprise to Optomnotes at the same time, ensure that the Transfer Latest Rx from Optisoft check box is ticked.


You will need to ensure that the OptomNotes application Practice Link has been configured for the feature to work correctly.


Back

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