Patients

Overview

The Patients screen is used to manage all information that directly relates to you patients.

When you open Optisoft it will display a blank Patient record, open on the main details tab.

At this point you can either enter a new patient record, or you can retrieve and modify/review the details of existing patients.

Using Patients

Creating a New Patient

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

• Patients Tab

• Recall Tab

• Documents Tab

• Notes Tab

• Appointments Tab

• Cash Tab

• Spectacles Tab

• Contact Lenses Tab

Finding Patients

There are a number of ways to search for a patient within Optisoft.

• Using the Search Box

• Built-In Lists

• Active Patient List

You can also filter the results of your searches.

• Filtering Searches