PATIENT RECORDS

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

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16 articles in this collection
Written by Rosie Diver

Customise the Patient's Title

How to add Titles into the patient's details
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Written by Rosie Diver
Updated over a week ago

Deleting a Payment from the account tab

How to delete a payment in a patient's record. Payment locking. Xero.
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Written by Rosie Diver
Updated over a week ago

Deleting an Invoice

When, how and why delete an invoice, locked invoices, locked invoice on completed treatment plans, how to unlock an invoice
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Written by Rosie Diver
Updated over a week ago

Entering and Editing a Patient's Details

What details to enter and how to edit a patient's preferences. Using the More Menu to archive a patient
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Written by Rosie Diver
Updated over a week ago

Editing the Medical History Questions

How to add to and edit the medical history questions on the desktop
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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
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Written by Rosie Diver
Updated over a week ago

Merging Patients

How to merge duplicate patient records
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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
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Written by Rosie Diver
Updated over a week ago

Postcode Lookup

How to use the Postcode Lookup function
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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
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Written by Rosie Diver
Updated over a week ago

The Account Tab

How to find Invoices, payments and statement of account in the patient's account tab
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Written by Rosie Diver
Updated over a week ago

The NHS & Exemptions Tabs

How to use the NHS tab and the Exemptions tab
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Written by Rosie Diver
Updated over a week ago

The Recalls Tab

How to use the Recalls tab to keep track of a patient's recalls
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Written by Rosie Diver
Updated over a week ago

Uploading Digital X Rays or Photographs

How to upload digital X-rays to a patient's record, xray software.
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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.
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Written by Rosie Diver
Updated over a week ago

Working On Multiple Patients at the Same Time

How to open more than one patient record at a time
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Written by Rosie Diver
Updated over a week ago