The Patient Manager section provides an easy dialogue box to locate a specific patient.
The screen is divided into three major sections.
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The top section contains buttons to access features.
The New Patient File button creates a blank patient file and displays the Patient File screen which can be used to enter a new patient.
The Open a Specific Patient File button opens directly a Patient file using the Patient Number.
The Reports button located at the top of the screen is a Quick Report function permitting easy access to key reports. (see Report)
The Print List button will print the patient list contained in the grid. . |
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The Search Criteria (left) section contains the initial search options to help locate a patient within the database. Partial data entry is permitted, which will result in a patient list meeting the entered criteria. You can enter partial names which will return all patients meeting the criteria entered.
The Other Search Criteria button permits user to use other fields or ranges to locate a patient
The Reset Search Criteria button allow users to clear previous selections and create new criteria.
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The right section (data grid) displays a grid of patients in the database meeting the search criteria entered in the Search Criteria (left) section of the screen. The list is displayed in the default sort order, but users can change the sort order (see Data grid for more information).
In the row containing each patient listing, the "More Info" button provides a quick summary of the patient selected.
Located at the bottom of the data grid a further search section exist which permits users to find any item entered in the search field within the patients listed in the data grid. For example entering the number 768 will display all patients listed from the initial search criteria entered which have "768" contained in one fields in the data grid. |
IMPORTANT:
The Find function in the grid will only search the items loaded in the grid. Therefore if you first selected a sub-category causing items to not be included in the grid display, the find, will only be searching in that sub-category. To search for all items in the record set, for example, searching for patients you must first select to display all the patients before you do your search. Note: some data sets can be extremely large and may take several minutes to load onto the grid in your computer ( for example displaying 100,000 Patients or Invoices in a grid will require your PC to download and display these items in the grid (it can take a several minutes based on the speed of your computer).
The Patient Search Criteria section is designed to make most patient search fast and efficient without requiring users to load of all patient files in the grid.
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Note:
The Patient Balance Due field shown in the patient More Info drop down includes the total amount due by the patient and the insurance companies for this patient.
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Find a Patient
To locate a patient enter the search criteria in the left pane of the screen, enter the value you want to search for and click on the Apply Search Criteria button. The data meeting your search criteria is displayed in the grid. You can create complex searches by combining and entering more than one, or partial criteria for your search. ( see Data Grid section for more information)
The More Info drop down permits users to quickly identify and make changes to a Patient record without having to open the Patient file. (See Patient Panel for more information).
The Number of Patients button displays the number of patient record that match the search criteria entered.
Open File
Once the patient file is located, using the search fields, the user can access the patient's file by clicking on the Open File button located at the right of the screen. You can also double click on the patient record in the grid and this action will open the patient file.
