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Filopto Help Manual

RolodexButton

A Rolodex is a file device used to store business contact information.

 

The Rolodex section provides an easy to use address book of all Patients, Family Doctors, Insurance Companies, Providers, Employees and Vendors contained in the various files of Filopto. As you add new entries in Filopto, the Rolodex is automatically updated to display basic key information.  In addition you can enter your own special contacts, which will appear in the Other Contacts section.

 

rolodex

 

This function is a helper tool designed to assist users in quickly locating an address or telephone number. You cannot enter information in the Rolodex or change information via the Rolodex with the exception of the category Family / Referring Physicians  and the Other Contacts.

 

The information displayed by the Rolodex can be sorted by the user by selecting one of the options available on the Rolodex screen.

 

 

alphabar

 

Note: At the left-hand side of the display, an alpha/numeric selection bar exists, which automatically queries, sorts and displays the names meeting your selection criteria for the selected tab, in the Rolodex.

 

Note that the tab, queries and then displays the data for the selected tab information.  Depending on the number of records to be retrieved and displayed, the list may take more or less time to be shown.  The wait time is directly based on the number of records to retrieve and display as well as the speed of your network and devices. Loading 100,000 records typically will take less than 6 seconds on a fast PC. Selecting the "ALL" tab will load the full database in the display. for large data set this can represent some wait time.

 

 

RolodexfindButton

 

The Find button only search within the displayed list.  It does not search the complete database only the data displayed for the alpha/numeric tab selected. You can use the Find field and button to further refine the displayed list.

 

rolodexview

 

The View Option allows users to view Active, Non-Active or All records.  By default the Active status are displayed.  The Open button permits the user to display the selected record.

 

The Rolodex also permits users to automatically place a call to a selected telephone number by using the Auto Dialer icon to the right of the displayed number. The icon resembles a telephone.

 

 

Primary Care / Referring Physicians

 

The Family / Referring Physician tab provides for the data entry of physicians into Filopto.  All entries entered here will be available for selection in the patient file. The Open Button opens the Physician/Doctor Record.  The Status Field permits users to display (Active Status) or hide (Non-active Status) Physician Records in the Rolodex.

See: ( Additional Physicians for more information)

 

 

Pharmacies

 

To Add a Pharmacy select the + New button and enter the data in the fields located at the right of the screen. Click on the Save Changes button to save your changes. The pharmacies entered in the Rolodex create a data repository that is available for selection and linking to the selected Patient in the Patient Medical Prescription screen.

 

Pharmacy2

 

 

Other Contacts:

 

To enter other contacts click the + New button and enter the data to the right of the screen.  Click on the Save Changes button to save your new record.

 

rolodex2