Patient Information |
The Patient List displays patient information in list format. This helps you find a patient record quickly and easily. Use the Head of Household, Assigned Provider, Last Name, First Name, Default Primary Insurance, and Search and Search by boxes to filter the list. Not only that, you can click any column heading and resort the list by that column. One click changes the sort to reverse order; a second click returns it to alphanumeric order.
From this screen (when they have been prepared), you have access to a patient's dental chart, Perio exam summaries, PSR exam results, ledger, treatment estimates, and prescriptions.
By default, this is the screen through which you enter new patient records.
This screen can be customized by adding more information to the screen, changing the order of the columns, or removing columns that you may not need to see here. You can also customize the filters used in this window, which can help you find information much more quickly. You can even create a link in the main screen to take you directly to the Patient Information window. See Customizing a Screen.
Quick Steps
Be sure to click Save Changes or press F3 to save this record.
Full Instructions Click Patients in the toolbar, or open the Lists menu and select Patient List.
The Patient List displays records of all patients set up in the program.
To create a new patient record, press F8 or click New Patient. You can also access this page through the Scheduler if you've created an appointment for a new patient. Right-click the appointment and select Create new patient file.
Patient Information tab If you have your own method of creating chart numbers for patients, enter a unique identifying number in the Chart field. If not, you can leave this field blank and the program will create a unique chart number based on the first three characters of the patient's last name, the first two characters of the patient's first name, and some digits. This is a very good way to create chart numbers, as the program will never allow a duplicate number to be created in a single practice. In addition, this naming system makes remembering and finding the patient's chart number very easy.
Enter all demographic information available.
Notes - This field is especially useful when a new patient calls for an appointment. Enter as much information here as you can gather over the phone, such as insurance information (company, plan name, group number, contact information), etc. Later you can use this field for keeping notes concerning the patient, if necessary.
Alerts - If the patient has any kind of situation that requires the doctor's or front office's attention, select alerts in this tab. The program contains quite a list of pre-entered alerts from which you can choose, or you can create your own. The pre-entered alerts are stored in the Medical Alerts tab of this screen. Click the ones you want attached to the current patient record.
To create your own specialized alerts, click Setup in the toolbar, locate the Additional Setup section of this screen, and click Set up alert codes.
Gender - Indicate the patient's gender in this field.
Marital Status - Select the patient's marital status.
Birth Date - Enter or select the patient's date of birth.
SS# - If used, enter the patient's Social Security Number here. A HIPAA-compliant insurance company may not use Social Security Numbers any more. If this is the case, it will issue a unique ID for each patient, and this number is entered in the Other ID field below.
Other ID - If a unique ID has been issued by the patient's insurance company to replace the Social Security Number, enter that ID here.
Use Recall - Recalls are usually used for procedures such as cleaning and prophy exams. See Recalls.
Referral Source - If the patient was referred to you by an outside source, such as your Yellow Page advertisement or an existing patient, enter that information here.
Referring Provider - If the patient was referred by another provider, enter the provider's information here
Referral Number - If available enter the patient's referral number here.
Insurance Information tab Open the Insurance Information tab and enter the patient's coverage information there.
Be sure to click Assignment of Benefits so insurance companies pay you instead of the patient.
Missing Teeth tab This tab is used directly if your practice purchased only the Front Office portion of the DentiMax Suite. If you purchased the complete Suite, this information is entered in the patient's Chart, and the information entered there is automatically reflected in this tab. If you have only the Front Office portion of the software, fill in (no pun intended) missing tooth information here.
Medical Alerts tab This tab contains the pre-entered alerts that come with the program.
Click each one you want connected to the patient record. What you choose here is displayed in an Alert pop up window when entering the Patient List, Ledger, or when creating an appointment for the patient. See Alert Codes for more information.
Extra Information tab This tab contains extra fields that may be used for electronic claims.
Be sure to save the changes by pressing F3 or clicking Save Changes.
To edit an existing patient record, locate that patient's record in the Patient List and press F9 or click Edit Patient. Make the necessary changes and save them.
Customizing The columns displayed in the Patient List screen are customizable. See Customizing a Screen.
In addition, the filters can also be changed -- added to, removed, etc. See Customizing Filters.
|
