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PATIENT RECORDS
PATIENT RECORDS
Learn about all the information you can add to your patient records.
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13 articles in this collection
Written by
Shelley Withington
and
Anke Michalik
How to Access and Export Treatment History
You can access a full list of the patient's treatment history, and even export this if the patient ever requests a copy.
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Written by
Anke Michalik
Updated over a week ago
Editing the Medical History Questions
How to add to and edit the medical history questions on the desktop
Written by
Shelley Withington
Updated over a week ago
Recording a Patient's Medical History
How to record and review a patient's medical history on the desktop, set a medical alert, and set medical text alert.
Written by
Shelley Withington
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
Shelley Withington
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
Shelley Withington
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
Shelley Withington
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
Shelley Withington
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
Shelley Withington
Updated over a week ago
Customise the Patient's Title
How to add Titles into the patient's details
Written by
Shelley Withington
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
Shelley Withington
Updated over a week ago
Merging Patients
How to merge duplicate patient records
Written by
Shelley Withington
Updated over a week ago
Archiving a Patient
How to archive a patient, find archived patients
Written by
Shelley Withington
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
Shelley Withington
Updated over a week ago