Setting Up Patients - Lifestyle Codes

Lifestyle codes can be used to record extra information about a patient. They can be used to show medical information, spending habits and marketing information.

Before you can assign Lifestyle Codes to a patient’s record you must first set them up.

There are five ‘Headings’ available enabling you to split the codes into categories, for example, Medical, Hobbies, Professional, Spending.

These headings can also be colour coded, for example you could name a heading Medical Conditions and colour code it red to highlight patients who suffer from glaucoma or diabetes.

You then create your individual codes underneath these headings.

• To enter the maintenance for Lifestyle codes you need to click on the in the top left.
• Then go to Maintain > Patients > Lifestyle Codes to open maintenance screen for Lifestyle Codes.

Editing the Headings

• Click the button to open the Edit Headings screen

• Select the radio button next to the desired heading, this will display the current name for the heading in the text box at the top of the screen.
• Edit the name of the heading and then click the button.
• Repeat the process as required and then click the button to return to the previous screen.

Colour Coding Headings

At the bottom right of the Edit Headings screen there is a button with a coloured rectangle in it. This rectangle shows the colour associated with the currently selected heading.

• To change this colour, click on the button to open up a colour palette.

• Select a colour by clicking on the swatch or use the Custom option to mix your own.
• Click on the button to save your changes.

Adding Codes

• On the main Lifestyles Codes maintenance screen select the radio button that corresponds to the heading you wish to add the new code under.
• In the text box above the heading list enter the name of the new Lifestyle Code, click to add the code and it will appear on the list on the right-hand side.
• To add another new code you need to click the button.

Editing/Deleting Codes

• On the main Lifestyles Codes maintenance screen select the radio button that corresponds to the heading containing the code you wish edit.
• Select the code in the list on the right-hand side.
• Click the button at the bottom right, this will populate the text field on the top left.
• Make the change to the code and click to edit it or click the button to remove it.
• Repeat as necessary and then click the button to close the screen.

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