Using Patients - Patients Tab - Revision history

Abrown: /* Adding a New Prescription */

2017-02-20T08:58:36Z

Adding a New Prescription

Abrown at 08:57, 20 February 2017

2017-02-20T08:57:50Z

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Abrown at 09:20, 11 June 2012

2012-06-11T09:20:00Z

← Older revision		Revision as of 10:20, 11 June 2012
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	== Patients Tab ==		== Patients Tab ==
	=== Adding a New Patient Record ===		=== Adding a New Patient Record ===


	<center>http://91.151.213.84/wiki/images/Optisoft/Patients/blankpatients.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/Patients/blankpatients.png</center>

Abrown at 09:19, 11 June 2012

2012-06-11T09:19:15Z

Abrown at 09:17, 11 June 2012

2012-06-11T09:17:54Z

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Abrown at 15:21, 1 June 2012

2012-06-01T15:21:36Z

← Older revision		Revision as of 16:21, 1 June 2012
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	*The Prescription screen will open with the patient’s latest prescription details in it.		*The Prescription screen will open with the patient’s latest prescription details in it.
	*You can view a list of all previous prescriptions by clicking on the Built-In Lists option underneath the search box. You can then select desired prescription and click OK to view it’s details within the main prescription screen.		*You can view a list of all previous prescriptions by clicking on the Built-In Lists option underneath the search box. You can then select desired prescription and click OK to view it’s details within the main prescription screen.
	http://91.151.213.84/wiki/images/Optisoft/Shared/SearchBoxDropDownAll.~~jpg~~		http://91.151.213.84/wiki/images/Optisoft/Shared/SearchBoxDropDownAll.png
	*Alternately, you can use the search box itself to locate the previous prescription, for example if you enter the date of the previous entry it will locate this for you.		*Alternately, you can use the search box itself to locate the previous prescription, for example if you enter the date of the previous entry it will locate this for you.

Abrown at 14:07, 1 June 2012

2012-06-01T14:07:28Z

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	http://91.151.213.84/wiki/images/Optisoft/patients/patlifestylecodes.~~jpg~~		http://91.151.213.84/wiki/images/Optisoft/patients/patlifestylecodes.png

	To add Lifestyle Codes to a patient record, do the following.		To add Lifestyle Codes to a patient record, do the following.

Abrown at 13:59, 1 June 2012

2012-06-01T13:59:45Z

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	<center>http://91.151.213.84/wiki/images/Optisoft/Patients/FilledRXScreen.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/Patients/FilledRXScreen.png</center>

	*Click on the http://91.151.213.84/wiki/images/Optisoft/Shared/~~newbutton~~.~~jpg~~ button on the toolbar. If this is the patient’s first prescription this step is not necessary.		*Click on the http://91.151.213.84/wiki/images/Optisoft/Shared/newicon.png button on the toolbar. If this is the patient’s first prescription this step is not necessary.
	*Optisoft automatically selects today’s date for the new prescription. You can select another date by using the dropdown calendar or by simply typing in the desired date into the Date field.		*Optisoft automatically selects today’s date for the new prescription. You can select another date by using the dropdown calendar or by simply typing in the desired date into the Date field.
	*You can select the name of the optometrist who performed the examination using the O.O. dropdown box. See Opticians: Adding/Amending for details on adding staff members to this dropdown. When the prescription is saved this field will update the corresponding field on the Patient tab.		*You can select the name of the optometrist who performed the examination using the O.O. dropdown box. See Opticians: Adding/Amending for details on adding staff members to this dropdown. When the prescription is saved this field will update the corresponding field on the Patient tab.

Abrown at 13:58, 1 June 2012

2012-06-01T13:58:32Z

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	*On the Patient tab within the Patient’s screen click on the http://91.151.213.84/wiki/images/Optisoft/Patients/rxbutton.jpg button to open the prescription screen. You will see that this screen provides more information than the summary on the Patient tab.		*On the Patient tab within the Patient’s screen click on the http://91.151.213.84/wiki/images/Optisoft/Patients/rxbutton.jpg button to open the prescription screen. You will see that this screen provides more information than the summary on the Patient tab.

	<center>http://91.151.213.84/wiki/images/Optisoft/Patients/FilledRXScreen.~~jpg~~</center>		<center>http://91.151.213.84/wiki/images/Optisoft/Patients/FilledRXScreen.png</center>

	*Click on the http://91.151.213.84/wiki/images/Optisoft/Shared/newbutton.jpg button on the toolbar. If this is the patient’s first prescription this step is not necessary.		*Click on the http://91.151.213.84/wiki/images/Optisoft/Shared/newbutton.jpg button on the toolbar. If this is the patient’s first prescription this step is not necessary.

Abrown at 13:55, 1 June 2012

2012-06-01T13:55:52Z

← Older revision		Revision as of 14:55, 1 June 2012
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	== Patients Tab ==		== Patients Tab ==

	<center>http://91.151.213.84/wiki/images/Optisoft/Patients/blankpatients.~~jpg~~</center>		<center>http://91.151.213.84/wiki/images/Optisoft/Patients/blankpatients.png</center>

	*Start by entering the patient’s '''Surname''', '''First Names''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details entered into these three.		*Start by entering the patient’s '''Surname''', '''First Names''' and '''Title'''. The '''Initial''' and '''Salutation''' boxes will auto-complete based on the details entered into these three.

← Older revision		Revision as of 09:58, 20 February 2017
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	To manually enter a new prescription you would use the following procedure:		To manually enter a new prescription you would use the following procedure:

	*On the Patient tab within the Patient Record Module click on the http://91.~~151~~.~~213~~.84/wiki/images/Optisoft/Patients/rxbutton.jpg button to open the prescription screen. You will see that this screen provides more information than the summary on the Patient tab.		*On the Patient tab within the Patient Record Module click on the http://www.optisoft.co.uk/wiki/images/Optisoft/Patients/rxbutton.jpg button to open the prescription screen. You will see that this screen provides more information than the summary on the Patient tab.

	<center>http://www.optisoft.co.uk/wiki/images/Optisoft/Patients/FilledRXScreen.png</center>		<center>http://www.optisoft.co.uk/wiki/images/Optisoft/Patients/FilledRXScreen.png</center>
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	*If the field has a dropdown arrow you can click this to provide you with a list of standard values.		*If the field has a dropdown arrow you can click this to provide you with a list of standard values.
	*You can also click into any of the fields and use the cursor (arrow) keys on the keyboard to scroll through a list of suitable values, for example the Sphere field provides a list of measurements at 0.25 intervals.		*You can also click into any of the fields and use the cursor (arrow) keys on the keyboard to scroll through a list of suitable values, for example the Sphere field provides a list of measurements at 0.25 intervals.
	*You can enter a comment into the Comment field at the bottom of the Rx ~~sceeen~~. Anything entered into this field will be saved for use on future prescriptions and will appear on the dropdown list here.		*You can enter a comment into the Comment field at the bottom of the Rx screen. Anything entered into this field will be saved for use on future prescriptions and will appear on the dropdown list here.
	*Clicking on the Transpose button on the toolbar will automatically transpose the prescription details.		*Clicking on the Transpose button on the toolbar will automatically transpose the prescription details.
	*Clicking on the Two Adds button on the toolbar will display the Intermediate Add field if the prescription requires it.		*Clicking on the Two Adds button on the toolbar will display the Intermediate Add field if the prescription requires it.
	*Clicking on the BOZR/TD button on the toolbar will display the BOZR and TD fields if the prescription requires them.		*Clicking on the BOZR/TD button on the toolbar will display the BOZR and TD fields if the prescription requires them.
	*Once you have added the prescription to your satisfaction, click the http://91.~~151~~.~~213~~.84/wiki/images/Optisoft/Shared/Saveicon.png button to save and close the prescription.		*Once you have added the prescription to your satisfaction, click the http://www.optisoft.co.uk/wiki/images/Optisoft/Shared/Saveicon.png button to save and close the prescription.
	*This should return you to the Patient tab in the Patient Records module, and the Rx Summary will have now updated to the latest prescription you have just entered.		*This should return you to the Patient tab in the Patient Records module, and the Rx Summary will have now updated to the latest prescription you have just entered.


	==== Viewing Existing Prescriptions ====		==== Viewing Existing Prescriptions ====

← Older revision		Revision as of 10:19, 11 June 2012
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	*The Next Visit field is automatically updated by the Recall module. Based on your Recall Categories it will display the next point at which you have chosen to remind the patient. So for example, if the patient has been sent their first recall letter and has not responded, this field will display the date at which their second recall letter is due to be sent. Alternatively, you can set this field to show you only the first time you contacted the patient, giving you a point of reference as to when they should have had their next Appointment. There is a setting available in the Patient Settings that allows this.		*The Next Visit field is automatically updated by the Recall module. Based on your Recall Categories it will display the next point at which you have chosen to remind the patient. So for example, if the patient has been sent their first recall letter and has not responded, this field will display the date at which their second recall letter is due to be sent. Alternatively, you can set this field to show you only the first time you contacted the patient, giving you a point of reference as to when they should have had their next Appointment. There is a setting available in the Patient Settings that allows this.

	~~----~~

	=== Family Members ===		=== Family Members ===
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	This will create a new patient record but will automatically insert the Surname, address details and home telephone number from the related record. You can then simply fill in the remaining fields and save the record.		This will create a new patient record but will automatically insert the Surname, address details and home telephone number from the related record. You can then simply fill in the remaining fields and save the record.

	~~----~~

	=== Patient’s Prescription ===		=== Patient’s Prescription ===
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	<center>http://91.151.213.84/wiki/images/Optisoft/Patients/rxsummary.png</center>		<center>http://91.151.213.84/wiki/images/Optisoft/Patients/rxsummary.png</center>


	==== Adding a New Prescription ====		==== Adding a New Prescription ====
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	*Once you have added the prescription to your satisfaction, click the http://91.151.213.84/wiki/images/Optisoft/Shared/Saveicon.png button to save and close the prescription.		*Once you have added the prescription to your satisfaction, click the http://91.151.213.84/wiki/images/Optisoft/Shared/Saveicon.png button to save and close the prescription.
	*This should return you to the Patient tab in the Patient Records module, and the Rx Summary will have now updated to the latest prescription you have just entered.		*This should return you to the Patient tab in the Patient Records module, and the Rx Summary will have now updated to the latest prescription you have just entered.


	==== Viewing Existing Prescriptions ====		==== Viewing Existing Prescriptions ====
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	http://91.151.213.84/wiki/images/Optisoft/Shared/SearchBoxDropDownAll.png		http://91.151.213.84/wiki/images/Optisoft/Shared/SearchBoxDropDownAll.png
	*Alternately, you can use the search box itself to locate the previous prescription, for example if you enter the date of the previous entry it will locate this for you.		*Alternately, you can use the search box itself to locate the previous prescription, for example if you enter the date of the previous entry it will locate this for you.


	==== Editing an Existing Prescription ====		==== Editing an Existing Prescription ====
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	*To edit a previous prescription you would follow the procedure described in Viewing Existing Prescriptions to locate the desired prescription. Then, once the chosen prescription is displayed in the Prescription screen, make the desired changes.		*To edit a previous prescription you would follow the procedure described in Viewing Existing Prescriptions to locate the desired prescription. Then, once the chosen prescription is displayed in the Prescription screen, make the desired changes.
	*Again, clicking http://91.151.213.84/wiki/images/Optisoft/Shared/Saveicon.png will permanently save any changes you have made.		*Again, clicking http://91.151.213.84/wiki/images/Optisoft/Shared/Saveicon.png will permanently save any changes you have made.


	==== Deleting an Existing Prescription ====		==== Deleting an Existing Prescription ====
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	==== Assigning Lifestyle Codes ====		==== Assigning Lifestyle Codes ====


	http://91.151.213.84/wiki/images/Optisoft/patients/patlifestylecodes.png		http://91.151.213.84/wiki/images/Optisoft/patients/patlifestylecodes.png
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	=== Last Seen and Next Visit Dates ===		=== Last Seen and Next Visit Dates ===

	At the bottom of the Patients tab are a pair of date boxes, the Last Visit date and the Next Visit date.		At the bottom of the Patients tab are a pair of date boxes, the Last Visit date and the Next Visit date.


	==== Last Visit====		==== Last Visit====
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	If you have the Appointment module installed then the most recent Attended Appointment will be used as the Last Visit date.		If you have the Appointment module installed then the most recent Attended Appointment will be used as the Last Visit date.
	If you do not have the Appointment module then the Last Visit date will be calculated from the most recent prescription date.		If you do not have the Appointment module then the Last Visit date will be calculated from the most recent prescription date.


	====Next Visit====		====Next Visit====
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	The Recall system’s Next Letter Date will be displayed as the Next Visit date. If the patient has multiple Recall types then the earliest Next Letter date will be used.		The Recall system’s Next Letter Date will be displayed as the Next Visit date. If the patient has multiple Recall types then the earliest Next Letter date will be used.
	You can limit the Next Visit date to show only the First Band date, the date at which the first Recall letter should be sent, rather than the Next Letter date.		You can limit the Next Visit date to show only the First Band date, the date at which the first Recall letter should be sent, rather than the Next Letter date.


	=====Setting Next Visit Date Band One Only=====		=====Setting Next Visit Date Band One Only=====

	This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit.		This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit.
	This means that, even if the patient has not visited the practice for some time and has had all Recall letters printed, the Next Visit date will always been shown as the date that the patient should have been seen, based on the Recall Category that they have had assigned.		This means that, even if the patient has not visited the practice for some time and has had all Recall letters printed, the Next Visit date will always been shown as the date that the patient should have been seen, based on the Recall Category that they have had assigned.