The Patient Record - Personal Information section contains personal information related to the patient. This is the screen where you enter the patient basic personal demographic information such as name, address and patient status. A patient can specify the preferred telephone or email to be used for communication.
Telephone icon
The telephone icon permit the user to place a telephone call to the Patient. The PC must be equipped with a modem connected to the telephone line for this feature to function.
E-mail icon
The e-mail icon permits users to send e-mails to patients. When the e-mail icon is selected, it will automatically start your default e-mail patient defined in your Windows settings from which you can then compose and send your message. (See e-mail)
Entering e-mail addresses
The e-mail icon permits users to send e-mails to patients. When the e-mail icon is selected, it will automatically start your default e-mail program defined in your Windows settings from which you can then compose and send your message.
Filopto has many e-mail address fields such as the following: 
Patient Status: The patient status is either Active or Non-Active or Deceased.
•Active means the Patient file is open.
•Non-Active means the patient file is closed (you no longer consider the individual a patient/client to your business).
•Deceased also means the patient file is closed.
When selecting the Non-Active or Deceased status, the user will be prompted to confirm the change in Status.
IMPORTANT:
The Non-Active and Deceased status will automatically cancel all future appointments and remove future recalls for the selected patient.
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Provider on Record: This field is verified at appointment time to insure that patients are seen by their respective and assigned doctor. When you create an appointment, this field is verified. If it does not match with the provider associated with the appointment, a warning is displayed. If both the provider for the appointment and the provider on record in this field match, no message is displayed when creating an appointment. By default the Provider on Record is also used in the Invoice Line Item detail record for tracking and attributing sales and service items to the Provider on Record. Users can override this default tracking setting in the Invoice Detail Record screen for each item located in the invoice and assign the sale of an item or service to another individual. ( see Invoice Line Item Detail screen for more information).
Serving / Branch Office: This field permits you to manage patients based on the office serving them. By identifying the office / branch office or location from which you service this patient, you can easily generate reports such as a patient list by provider by office. This advanced feature permits you to manage patients based on their served location. This feature, in conjunction with the provider and invoicing modules, allow you to indicate which provider is the patient's main doctor and at what location and by whom was the patient last seen. It is also used in the invoicing module to identify sales by location and provider. See Branch Office for additional details.
Date of Birth: permits the registering of the patient's birth date. The system will automatically calculate the patient's age at the day entered. The drop-down calendar permits users to easily enter a patient's date of birth. (See Calendar)
Medicare, Health and SSN Card and other card type: The Demographic section permits users to enter the patient health card, medicare card, other card types and SSN card information .Other Card types could be a drivers license or a company identification card.
Important:
Canadian Customers, please note it is illegal in Canada to ask for a Patient SSN information. Use the provincial medicare or health card number for your records.
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Salutation: This field is used as a method to record how you wish to address a particular patient. It can be used in the Recall Manager to merge its contents to a letter or a form going to the patient.
Office Reference Number: We realize that you may have paper files on your patients. This field offers you a easy link between your paper files and the automated system of Filopto.
Referred By: This option permits you to track how your patients are finding you. It is an easy way to determine if your marketing efforts are beneficial. By using the reporting option, you can create a report giving you a list or count of patients by referral method.
The Allowed Communication section relates to sending correspondence to the patient. By default all methods of communications are permitted until the user request that one of the methods be removed. ( Review your jurisdiction Privacy, emails, Telephone, SMS and PHI rules before using and sending messages or promotional information). This section is used by the Revspring service in determining how to communicate with a Patient.
The patient Unlimited Demographic Database section provides a powerful demographic and marketing tool you can use to analyze and better serve your patients as well as promote your services. Filopto permits you to query any information field contained in the system, thus providing unequaled demographic capabilities.
The Unlimited Demographic Database (UDD) is a key tool to creating supplemental demographic information. The UDD is the grid located at the bottom of the screen and can be used to create an unlimited number of patient classifications to be used later use for marketing, demographic or research purposes.
The grid is divided into two fields: Category and List Name. By creating various combinations, these fields can be used to identify a patient for a particular mail out or newsletter. You may also classify patients into demographic groups for research or marketing purposes.
Several features in Filopto can assist you in creating demographic reports or profiles for mail and correspondence tasks. For additional information review the Report Manager, the Ask a Question module, and the Communication Manager section.
