1. Understand Patient Profile
Understanding the patient profile. So you can see here I have a patient profile
2. Locate Patient Demographics
Opened and we're going to have a look at the different things within it. The first is the patient's demographics. They're located at the top here.
3. Review Cumulative Patient Profile
As I scroll down, on the left-hand side is the cumulative patient profile, and it's here where you find any forms the patient has completed.
4. Explore Patient Profile Details
Let's have a look deeper into the patient's patient profile.
5. View Upcoming Appointments
On the right hand side here you can see upcoming appointments.
6. Access Appointment History
If you click see history, you can also see the appointments this patient has completed, which appointments have been cancelled, and which appointments the patient has missed. As I scroll down a little bit.
7. Review Clinical Notes And Prescriptions
I can see the different sections. The first is clinical notes. This is where all chart notes for this patient are kept. The next is prescriptions. This is where the patient's prescriptions and how to prescribe.
8. Manage Clinical Documents
Prescription live. Next are clinical documents. This is where you'll send requisitions, imaging, or keep any documents that are received from outside of the clinic.
9. Open Clinical Notes Referrals
Click clinical notes Referrals
10. Check Referrals And E-Fax History
This is the referral section where you can see the referrals that have been accepted or are pending for this specific patient. Next is the e-fax history section, and it is here that you can see whether a fax has been sent, rejected, or failed for this patient. Next
11. Open Billing Tab
Click attach money Billing
12. Overview Billing Tab
We have our billing tab.
13. View Completed Billing Records
It is here that you can see all billing that has been completed for this patient. Next,
14. Click Next Action
Click here
15. Open Requests Tab
Click demography Requests
16. Review Patient Requests And Files
We can see the patient request tab. This is outgoing messages that you send to the patient for requests. Files, this is where any files that have been put into the chart live. Mentions,
17. Access Mentions And Communications
This is where any tasks or notes related to the patient can be found. Communications.
18. Track Patient Communications
This section tracks what the patient has received, whether they have opened it, and if it has been sent.
19. Summarize Patient Profile Guide
That is a quick guide to the patient's profile.
This tutorial guided you through exploring the patient profile, including demographics, appointments, clinical notes, referrals, billing, and communications. You can now confidently navigate and manage patient information within the system.