PATIENT RECORDS

Learn about all the information you can add to your patient records.

13 articles in this collection
Written by Rosie Diver

Editing the Medical History Questions

How to add to and edit the medical history questions on the desktop

Written by Rosie Diver
Updated over a week ago

Recording a Patient's Medical History

How to record a patient's medical history on the desktop, set a medical alert, set medical text alert. iPad app symbol

Written by Rosie Diver
Updated over a week ago

Patient Notes

How to use notes for quick, non-clinical information, reminders, or comments. Hide all notes in one click, Note audit trail

Written by Rosie Diver
Updated over a week ago

Using the Audit Trail

How to use the audit tab to view all the activity on a patient's account.

Written by Rosie Diver
Updated over a week ago

Working On Multiple Patients at the Same Time at Dentally

How to open more than one patient record at a time

Written by Rosie Diver
Updated over a week ago

Adding, Customising and Deleting a Note

How to add, show, hide, customise and delete a non-clinical Note

Written by Rosie Diver
Updated over a week ago

Patient Details Tab

Entering and Editing a Patient's Details

What details to enter and how to edit a patient's preferences. Archive, delete, call a patient or add custom fields to the patient record

Written by Rosie Diver
Updated over a week ago

Customise the Patient's Title

How to add Titles into the patient's details

Written by Rosie Diver
Updated over a week ago

Family Members

How to group family members, link and unlink family members to make appointment booking easier for the family

Written by Rosie Diver
Updated over a week ago

Merging Patients

How to merge duplicate patient records

Written by Rosie Diver
Updated over a week ago

Postcode Lookup

How to use the Postcode Lookup function

Written by Rosie Diver
Updated over a week ago

Archiving a Patient

How to archive a patient, find archived patients

Written by Rosie Diver
Updated over a week ago

Searching for a Patient

How to use the search box to find a patient using name, phone number or date of birth. Find an archived patient

Written by Rosie Diver
Updated over a week ago