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.

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