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Select Patients from the MIRROR menu. This will display a list of all active patients.
1 First, bring up the Patients window.
2 Then, double-click in the list or click Info to go to the Patient Information window.
3 Now, click on the
button in the toolbar of the window to create a new patient entry.
4 Enter the data required and click
.
1 First, bring up the Patients window.
2 Then, double-click on the patient's name in the list or select the name and click Info to go to the Patient Information window.
3 Click the
button in the toolbar.
4 When finished, click
1 Double-click on the patient's entry in the patient list or select it and click on Info.
2 Then, click
1 First, click on the Archive button in the Patient window. This will present a list of all patients, active or not.
2 Select the archived entry and click on the left-facing arrow in between the Active and Inactive lists.
1 Select the patient in the patient's list and click on the Ledger button.
2 In the resulting window, click on the
3 In the ledger window, click on the
4 In the ledger, enter the desired information. Be sure to include the patient under Family (click on Family and select the patient's name from the resulting list).
5 Click on the
First, the ledger to associate the patient with must exist. Create it if it does not already exist.
1 Choose the name of the patient to associate to the ledger card from the list in the Patients window.
2 Click on Ledger.
3 In the list of ledgers, click on the Associate button, next to the
4 Choose a ledger from the list presented, and the patient will be listed under that ledger's Family field.
1 First, click on the patient in the Patients window.
2 Then click on the Ledger button to bring up the ledger list.
3 Choose the ledger from the list, and click on the
Break Link button in the toolbar to dissolve the link between the selected ledger and the patient.
1 First, bring up the Patients window and click on the Calendar button.
2 Next, in the calendar, select the operator from the Operators list and double-click on the day of the appointment in the calendar. This should bring up the daysheet for that day. If the program asks you if you want to create a daysheet for that day, answer yes.
3 Click on the time of the appointment and then click on the date at the top of the daysheet window. Note that if the appointment spans more than one time unit, you should drag across as many units as required to select them all.
4 This will bring up the appointment window. Click
5 Fill out the form and click on
1 Choose Administration » Planned Treatment » Recall.
This will open the Select recall: window, which will allow you to quickly view all patients who are to be notified of their recall.
2 To see which patients are to be notified on any date, either click on the Call heading in the list or select Call date from the Rebuild... menu on the bottom left of the window.
Both will cause the list to be sorted by the date to apprise the patient of their next appointment. All patients who should be notified on a certain date will be grouped together.
3 Double-click on an entry in the list to bring up the recall information for the selected patient.
1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.
2 Under the Letters menu, choose Patient Letters.
This will open the Print Letter window.
Note that the list of patients in the right hand side of the window (Filtered Patients) is the list of patients to whom letters will be sent. If this list already contains the patients that you wish to send letters to, skip to step 7.
3 If the Filtered Patients list is not empty, click on the Clear button in the middle of the window. This will clear the Filtered Patients list.
4 Now, click on the Filter button. This will open up an options dialog.
5 Set the attributes in this dialog to match those of the patients you wish to send letters to.
For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.
6 Click OK in the dialog to build a list of patients to send letters to. The list will appear under Filtered Patients.
7 Select the letter template to send under the Letters field.
8 Choose the output method under Output. To print the letters, select Printer.
9 Click Print in the middle of the screen.
1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.
2 Under the Letters menu, choose Export/Labels.
This opens the Export Patient Information window.
Note that the list of patients in the right hand side of the window is the list of patients whose records will be exported. If this list already contains the patients that you wish to export, skip to step 8.
3 If you wish to export all patient records, check the All Patients box in the Format section and skip to step 8.
4 If the list is not empty, click on the Clear button in the middle of the window. This will clear the aforementioned list.
5 Now, click on the Filter button. This will open up an options dialog.
6 Set the attributes in this dialog to match those of the patients you wish to export.
For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.
7 Click OK in the dialog to build a list of patients to export. The list will appear on the right hand portion of the window.
8 Choose the file format to export to in Format.
9 Click on the Export button in the bottom right portion of the window.
10 Name the exported file in the resulting file dialog and hit OK to export.
1 Choose Letters under the Administration sub-menu. This will create the Letters menu in the menu bar.
2 Under the Letters menu, choose Export/Labels.
This opens the Export Patient Information window.
Note that the list of patients in the right hand side of the window is the list of patients whose labels will be printed. If this list already contains the patients required, skip to step 9.
3 If you wish print labels for all patients, check the All Patients box in the Format section and skip to step 9.
4 If the list is not empty, click on the Clear button in the middle of the window. This will clear the aforementioned list.
5 Now, click on the Filter button. This will open up an options dialog.
6 Set the attributes in this dialog to match those of the patients you require.
For example, if you wish to send letters to only emergency patients, set the option in this dialog to Emergency.
7 Click OK in the dialog to build a list of patients. The list will appear on the right hand portion of the window.
8 Click Label. This will present a list of labels.
9 Choose the label style from this list and hit Print to print.
1 Choose Administration » Configuration » Special » Import Patients. This brings up the Import Patient Records window.
2 Choose the format of the source file in the Format section.
3 Click on the top Import button.
4 In the resulting file dialog box, choose the file to import from.
5 Hit OK in the file dialog.
6 The records found in the file are displayed in the Import Patient Records field in the middle of the window.
7 Choose the record(s) from the field to import into the main data file and hit the lower Import button.
8 The selected patient records will now show up in the patient records.
