Patient Records

How Do I Add Scans / Images / Documents
FLEX provides the facility to attach or scan documents and images to a patient record. It is quick and simple to attach an image. Press Files in the Patient...
Mon, 17 Jan, 2022 at 2:48 PM
How Do I Add / View Patient Notes
To view existing patient notes, click on the Px Notes tab on the patient record. To read more about or edit an existing note, Double Click on the note you ...
Mon, 17 Jan, 2022 at 3:16 PM
How Do I Add / Update Stars?
Coloured stars can be added to patient records to flag them for a particular reason. The stars have no inherent meaning within the system. They can be used...
Mon, 17 Jan, 2022 at 3:25 PM
How Do I Start / Stop Reminders?
Stop / Start Reminders If a Patient requests that no more reminders are sent to them, you can stop them by going to the patients record and clicking on Upd...
Mon, 17 Jan, 2022 at 3:29 PM
How Do I Mark a Patient as Deceased?
Mark As Deceased To mark a patient as deceased, click on Update. Then click on Other Actions and select Mark as Deceased from the drop down menu. Patie...
Mon, 17 Jan, 2022 at 3:30 PM
How Do I Assign a Patient to a Corporate?
Patients can be assigned to (and removed from) a Corporate. To do this, click onto Update and Other Actions. Choose "Assign to Corporate".  The...
Mon, 17 Jan, 2022 at 3:36 PM
How Do I add Ethnicity?
The Patient Ethnicity can be added using the drop-down in the bottom left of the Patient Record. The values within this drop-down are non-editable, as they ...
Mon, 17 Jan, 2022 at 3:39 PM
Lifestyle & Preferences
Lifestyle Categories Lifestyle Categories can be assigned to Patients in order to create marketing groups. These Categories are customisable and can be gr...
Mon, 17 Jan, 2022 at 4:03 PM
Timeline & Correspondence
Timeline The Timeline displays the schedule for anything the selected patient is due to be sent, for example it will display the date that the 2nd and 3...
Tue, 18 Jan, 2022 at 9:18 AM
How Do I Create a Pre-Exam?
Note: This function is only available to FLEX users with the Clinical module (regardless of whether or not they are an Optometrist).  The Pre-Exam functi...
Tue, 18 Jan, 2022 at 9:55 AM