Patient Information

How Do I...?

This window allows patient records to be managed (see screenshot below). To create a new patient, click on the menu bar. Otherwise, click on the button to modify the patient record displayed. Use the Previous and Next arrows to cycle through the entries.

Enter the patient's information into the appropriate fields. Note that Dentist will automatically present a list of all dentists available at the site, and that Referred will present a list of all referring dentists. (For more information about referring dentists, see Administration » Referring Dentists.)

The options on the bottom control several facets of the patient's record.

Regular or Emergency will dictate whether the patient is a regular visitor to the site or has come in for emergency treatment.

Active, Inactive or Dead File stipulate the record's current status. (For more information about inactive records, see the Archive button under the Patients menu item.) Setting a patient's status to Inactive or Dead File will remove it from the list normally displayed in the Patients window.

The Recall option will choose whether or not to automatically recall this patient for future cleaning appointments.

The Letter option specifies whether the patient will receive letters from the office or not. If the patient is living alone or is the head of a household, then he/she would usually receive all notification. Clear this check box if letters are not to be sent to the patient.

The remaining two check boxes, Insurance and Social, store whether the patient has insurance or social insurance.

BUTTON DESCRIPTIONS

ICON
FUNCTION

This button will bring up a search function. A patient's file can be searched for based on the patient's last name, patient number or phone number.

This button will bring up a patient's ledger information.

Use this button to delete the patient's record.

This button will display all scheduled appointments for the patient in a list window.

This button will display a patient's treatment plans in a list window. (For more information about treatment plans, see Treatment Plans under Patients or Planned Treatment under the Administration menu item.)

This button will display a patient's recall entry. (For more information about recalling patients, see Recall.)

This button displays a form for entering a patient's insurance information.

This button imports a patient's record from a file. Choose the file to import from in the resulting dialog box. The patient information imported will now appear in the Patients list and can be treated as any other patient record.

This button will export the current patient record to a file on disk. The record will be saved as a separate file so that it may be transferred (imported) to other systems. Enter the name for the exported file in the dialog box.

Click on this button to go to the Patients window, as seen when selected from the MIRROR menu.

Click on this button to show any special alert information for the selected patient. The alert information will be presented in three categories (see screenshot below).
Scrn: Alert

To add an alert to the patient's file, click on the New button in the toolbar and type away. Similarly, any existing alert information can be edited by clicking on the Edit button.

An alert will automatically pop up at the time required. For example, if the Appointment Alert is checked, the alert window will automatically be displayed whenever an appointment is made for this patient.

ICON	FUNCTION
	This button will bring up a search function. A patient's file can be searched for based on the patient's last name, patient number or phone number.
	This button will bring up a patient's ledger information.
	Use this button to delete the patient's record.
	This button will display all scheduled appointments for the patient in a list window.
	This button will display a patient's treatment plans in a list window. (For more information about treatment plans, see Treatment Plans under Patients or Planned Treatment under the Administration menu item.)
	This button will display a patient's recall entry. (For more information about recalling patients, see Recall.)
	This button displays a form for entering a patient's insurance information.
	This button imports a patient's record from a file. Choose the file to import from in the resulting dialog box. The patient information imported will now appear in the Patients list and can be treated as any other patient record.
	This button will export the current patient record to a file on disk. The record will be saved as a separate file so that it may be transferred (imported) to other systems. Enter the name for the exported file in the dialog box.
	Click on this button to go to the Patients window, as seen when selected from the MIRROR menu.
	Click on this button to show any special alert information for the selected patient. The alert information will be presented in three categories (see screenshot below). To add an alert to the patient's file, click on the button in the toolbar and type away. Similarly, any existing alert information can be edited by clicking on the button. An alert will automatically pop up at the time required. For example, if the Appointment Alert is checked, the alert window will automatically be displayed whenever an appointment is made for this patient.