Patient Records

Patient Records Introduction
Adding a Patient Record can be done from 3 different parts of the system. Broadly speaking, they can be added through the Appointments screen, the Home Scre...
Thu, 30 Dec, 2021 at 9:13 AM
How Do I Add A Patient Record?
Adding a patient record can be done from 3 different parts of the system. Each is detailed below. 1. The Home Screen On the patient search widget, i...
Thu, 30 Dec, 2021 at 9:48 AM
How Do I Update Details?
On the Patient Record, press Update towards the top of the Patient window, the Patient Record will then "pop out" in a separate window. You can al...
Fri, 31 Dec, 2021 at 3:13 PM
How Do I Add a Patient to a Family?
To add a new patient to a Family, find a patient record of someone else in the family / who lives at the address, click onto the New button on Patient Recor...
Fri, 31 Dec, 2021 at 3:23 PM
How Do I Add / Update Doctors?
Press Update towards the top of the Patient window. Doctors & Surgeries On the patient record you can record the details of the Surgery and Doct...
Mon, 17 Jan, 2022 at 1:38 PM
How Do I Add / Update GOS?
Press Update towards the top of the Patient window. NHS Entitlements Some groups of patients are entitled to free NHS sight tests and optical vouchers to ...
Mon, 17 Jan, 2022 at 1:48 PM
How Do I Print Letters & Forms?
Correspondence can be Printed using the Print tab at the top of the patient record. This is shown in the image below. The various options are explained belo...
Mon, 17 Jan, 2022 at 1:55 PM
How Do I Send SMS & Email?
Contacting a Patient by Email To contact a patient by email, click on Message and Email. The boxes shown below will only load if your SMS and Email account...
Mon, 17 Jan, 2022 at 2:10 PM
How Do I Send an Online Form?
Please see Online Forms
Wed, 21 Apr, 2021 at 2:31 PM
How Do I Log a Phone Call?
To log that you have contacted a patient by telephone, click to Message on the patient record and click Phone Call. The box below will be shown. En...
Mon, 17 Jan, 2022 at 2:13 PM