Description

Screen where patient demographic information is recorded and edited. In it, you can perform multiple functions such as: print the demographic report, register the signature, if the patient arrives at the office or emergency room, access the appointments screen, register documents, access the billing screen, record payments, view payment history and print report of product purchases, among others.      


Access


Through Patients 

  • Click on the Patients button, in the Main Menu screen. 

Through QuickLinks 

  • Click on the QuickLinks text, located at the top of the screen, in Main Menu and select the Patients option. 
  • Click on the QuickLinks text ,located at the top of screen and select the Appointments option. 
  • Once the Appointments screen is displayed, click on the Patients button, located in the Side Panel, at the right side of screen. 

Through Appointments

  • Click on the Appointments button, located in Main Menu. 
  • Once in the Appointments screen, click on Patients Details button, located in the Side Panel section. 

Through Workflow

  • Click on the Workflow Items tab, located in the Workflow screen. 
  • Select patient and then click on the right mouse button and select the Go To Patient Details option.


Sections


Buttons

  • More:
    • Addresses: Add additional addresses for the patient. (i.e. Parents, grandparents, custodians, etc.).
    • Deactivate: By pressing this button, the patients record will be deactivated.
    • Alert Manager: Displays all alerts for the selected patient or all patients who have alerts.  
    • Eligibility: Verifies the patients eligibility.
    • History: Displays all the history of changes in patients record and the history of emails sent.
    • Merge: Allows to merge duplicated patients records.
    • PMS Sync: Allows to sync patients and encounters to the Practice Management System (PMS). 
    • Related Providers: Add providers that the patient also visits for specialty care. (i.e. Cardiologists, Endocrinology, etc.).
    • Relatives: Add detail information of the patient's relatives or other contact information.
    • View Orders: Displays the Prescriptions and Pending Orders screen. In this screen will be displayed all the patients pending orders. (Important Note: The pending orders will be displayed only for a 30 days period.)
    • Office Directory: By pressing, displays the screen of the directory of the office or facility.  
    • FHIR: For more information about this option, you can contact our service department at 787-625-0440.
  • Alerts: 
    • General Alerts: Allows to open the administrative patients alerts. (This alerts, will be configured in the Settings / Offices/ Offices Alerts screen)
    • Patient Alert History: Allows to go to the screen where the patients history alerts will be displayed. (This alerts, were created in the Alert/New Alert screen, when pressing the Alert/ New Alert or in the Appointments screen, by pressing a right click over the scheduled patient. It can be only viewed, in the Patients and Appointments screen.)
    • New Patient Alert: Allows to create a patients alert. It will display, when the Patients Detail screen is opened. Or when the Patients Details screen, is opened from the Appointments screen.
  • Print: The patients demographic information will be printed.
  • Signatures: Displays the patients signatures history.
  • Appointments: By pressing this button the Appointments screen will be displayed.
  • Documents: Provides a scanned images by categories known before as Images. 
  • Billing: Allows to open the main Billing screen, to the patients screen and to view the patients billing history claims.
  • Go to Billing: When pressed, it displays the main billing screen.  
  • Payment: When pressed, it displays the screen to record the patient's payments.  
  • Billing History: When pressed, it displays the patient's payment history screen. 
  • Daily Report - Purchase Payments: When pressed, it allows you to configure the report of the products sold in the office or facility. 
  • Add: By pressing this button it allows to create a new patients record. All the following fields are required in order to add a new patient.
    • Name: * 
    • Gender: *
    • DOB: *
    • Birth Sex: *
    • Race: *
    • Ethnicity: *
    • Physical Address: *
    • Mobile: *
    • Primary Language: *
  • Edit: By pressing this button the patients demographic information can be edited. 
  • Cancel: By pressing this button al entries made will be cancelled before pressing the Edit button. 
  • Save: By pressing this button all entries will be stored. 
  • Previous: By pressing this button the Patients Detail screen will be closed. 
  • Record No: Displays the patients record number. 
  • Last Activity: Displays the date of the patients record last activity. 
  • Search: User can perform a patients search by name, last name, record number, contract number, social security number or phone number. Also can perform a search through the Search button, located next to the this field.
  • Pharmacies: Add the patients favorite pharmacies. The list is accessible to the provider when prescribing medication.


  • Patients Fields


  • Name: *(Required) (Title, first , I. Last, 2nd Last, Suffix): Write title, name, initials, last name, 2nd last name, and patients suffix. 

  • Gender: *(Required) Patients gender. This are the following options: (Can not be edited.)

    • Male
    • Female
    • Unknown
  • Gender Identity: Patients gender identity. (This options can not be edited.) (This options can not 
  • Additional gender category or other, please specify. 
  • Choose not to disclose
  • Declined to Specify
  • Female-to-Male (FTM)/Transgender Male/Trans Man
  • Genderqueer, neither exclusively male nor female
  • Identifies as Female
  • Identifies as Male
  • Male-to-Female (MTF)/Transgender Female / Trans Woman
  • DOB: *(Required). Patients date of birth. This is the format of the date: MM/DD/YYYY.
  • DOD: Patients date of death. This is the format of date: MM/DD/YYYY.
  • Birth Sex: *(Required) Patients birth sex. (This is a required field.)
  • Race: *(Required). Patients race. This are the following options: Some additional options were added. (This options can not be edited.)
    • American Indian or Alaska Native
    • Asian
    • Black or African American
    • Native Hawaiian or Pacific Islander
    • Declined to Specify
    • White
  • Ethnicity: *(Required). Patients ethnicity. This are the following option. Some additional options were added. (This options can not be edited.) 
    • Hispanic or Latino
    • Not Hispanic or Latino
    • Declined to Specify.
  • Sexual Orientation: Patients sexual orientation. (This options can not be edited.)
    • Bisexual 
    • Choose not to disclose 
    • Declined to Specify
    • Don't know
    • Lesbian, gay or homosexual
    • Something else, please describe 
    • Straight or heterosexual
  • Civil Status: *(Required). Patients civil status. This are the following options: (This option can not be edited.)
    • None
    • Divorced
    • Married
    • Other
    • Single
    • Widowed
  • Birth State: Patients birth state.
  • Birth City: Patients birth city. 


  • Patients Identification

       

  • Alias: Name as patient is known.

  • SSN/MPI: SSI = Social Security Number and  MPI = Master Patient Index. 

  • ID/Number: Patients identification number. 

  • ID Type: Identification type. This are the following options: 

    • Chauffer

    • Driver

    • Heavy

    • Learners Permit

    • Motorcycle

    • Non Driver

    • Other ID

    • Unknown

  • ID State: Patients ID State. 

  • ID 2: Allows to register a second patient's id. 

  • ID 3: Allows to register a third patient's id. 

 

  • Electronic Clinical Record


  • Patient Type: Select the patient's type from list. This section will be used, to identify patient when system configuration is made. Click on the Edit button, to add or edit the patients type. 

  • Default Provider: Select the preferred provider. The Templates used in this screen, will be filled with the selected provider information. 

  • Alt Record No: Patient's alternate record number.


  • Contact Information

  • Preferred: Select the preferred contact patient's method. Click on the Edit button, to add or edit options. 

  • Mobile: *(Required) Patient's phone number. 

  • Other Phone: *(Required) Other patient's phone number. 

  • Email: Patient's email. This is not a required field, but is recommended, in order to send clinical or educational information to patient. 

    • : By pressing this icon, it will allow to send patient, the instructions to create his/her portal account. This field must have an email, in order to create account.

  • Direct: Most secured way to send clinical information, known as Patient Portal. In our system the EHP Patient Portal portal, account is used. (Example: juana.delpueblo7938@patient.ehrez.com) 

  • Physical and Postal address field

  • Physical Address: *(Required) Patients physical address.
  • Postal Address: Patients postal address. If patients has the same postal address as physical user can press the Copy Physical button to copy the address to the postal fields. 
  • Use for billing: Select the address that will be used for billing purposes. 


  • Pictures Area: Section to scan the ID or Profile picture.      

  • Profile: Add a patient's profile picture.
  • Id Picture: Add a patient's ID. (Example: License Id.)


  • More Options:


  • Religion: Patient's religion. Click on the Edit icon, to edit the options.  
  • Primary Language: *(Required) Patient's primary language. Click on the Edit icon, to edit options. 
  • Secondary Language: Patient's secondary language. Click on the Edit icon, to edit options. 
  • Education Level: Patients education level. Click on the Edit icon, to edit options. 
  • Consent for Health Information Exchange: By selecting this option, means that patient authorizes to exchange clinical information.
  • 3rd Party PMS ID: If user has another billing program, the ID of the program, must be registered in this field. 
  • Exclude from Reports: By selecting this option, patient will not appear in the reports. 
  • Notes: Field to write a note of any related patient's information.


  • Tabs:
    • Insurances: By pressing this tab the patients insurance coverage will be displayed. 
  • Links: (Located at the bottom right side of screen)
    • Save Layout: Allows to save a configured layout. 
    • Restore Layout: By pressing this link, allows user to restore to the default layout. 
    • Refresh:



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