Description

Screen where patient demographic information is registered 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 appointment screen, register documents, access the billing screen, record payments, view payment history and print report of product purchases, among others.   


Access


Through Main Menu

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

Through QuickLinks 

  • Click on the QuickLinks text, located at the top of the screen and select the Appointments option. 
  • Once in the Appointments screen, click on the Patient Details button, located in the Side Panel section. 
  • Or select the Patients option. 

Through Patients

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

Through Workflow

  • On the "Workflow" screen, click on the "Workflow Items" tab.
  • Select the patient, and then press a right click of the "mouse" and select the option of "Go To Patient Details"


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.
    • History: Displays all the history of changes in patients record and the history of emails sent.
    • Alert Manager: By pressing, displays all alerts for the selected patient or all patients who have alerts.
    • Eligibility: Verifies the patients eligibility.
    • History: Displays the history of changes in the patient's record and 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: Allows to open 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.)
    • 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 / Office 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: Allows access to the billing screen. 
    • Payment: Allows to register the patient's payment. 
    • Billing History: Allows access to the patient's billing history.  
    • Daily Report - Purchase Payments: Allows to print the report of the payments of products of the office or facility.


  • Add: Allows to add a new patient. The * fields required to add a patient are as follows: 
    • "Name": *
    • "Gender": *
    • "DOB": *
    • "Birth Sex": *
    • "Race": *
    • "Ethnicity": *
    • "Civil Status: *
    • "Phone": *
    • "Physical Address": *
    • "Primary Language": *
    • Edit: By pressing, you can edit the demographic information of the selected patient. 
    • Cancel: By pressing, cancels any action performed, before pressing the "Edit" button.
    • Save: When pressed, all changes made are saved.
    • Previous: By pressing closes the screen.
    • Record No: Section where the patient record number, will be displayed. 
    • Last Activity: The date of the last activity of the record, will be displayed. 
    • Search: In this field, you can search for patients either by name, surname, record number, medical plan contract number, social security number or telephone number. You can also do the search, through the magnifying glass, located next to this field.
    • Pharmacies: This screen records the list of the patient's favorite pharmacies. The list of favorite pharmacies, can be viewed on the screen, where the prescription is sent.


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). Patient's gender. This are the following options: (The cannot be edited.)

    • Male
    • Female
    • Unknown
  • Gender Identity: Patient's gender identity. (This options can not be edited.)
    • 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). Patient's date of birth. This is the format of the date: MM/DD/YYYY.
  • DOD: Patient's date of death. This is the format of date: MM/DD/YYYY.
  • Birth Sex: *(Required) Patient's birth sex. (This is a required field.)
  • Race: *(Required). Patient's 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). Patient's ethnicity. This are the following option. Some additional options were added. (This options can not be deleted.)
    • Hispanic or Latino
    • Not Hispanic or Latino
    • Declined to Specify
  • Sexual Orientation: Patient's 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). Patient's civil status. This are the following options: (This options can note be edited.)
    • Divorced
    • Married
    • Other
    • Single
    • Widowed
  • Birth State: Patient's birth state.
  • Birth City: Patient's birth city. 


Patients Identification.

            

  • Alias: Name as patient is known.

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

  • ID/Number: Patient's 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 patient's second identification. 

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

 

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. Press 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. 

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

  • Other Phone: *(Required) Patient's other phone. 

  • 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 Direct. In our system the Microsoft 's HealthVault portal account is used. (Example: mary.grant7938@direct.healthvault.com.)  

Physical and Postal Address field

  • Physical Add: *(Required) Patients physical address.
  • Postal Address: Patient's 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: Patients religion. Press the edit button, to edit the options.  
  • Primary Language: *(Required). Patient's primary language. Press the edit button, to edit options.
  • Secondary Language: Patient's secondary language. Press the edit button,  to edit options.
  • Education Level: Patient's education level. Press the edit button, 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 patients information.

Tab:

  • Insurances: By pressing this tab, will display the patient's insurance coverage information. 

Links: (Located at the bottom right side of screen)

  • Save Layout: By pressing this link, user will be able to save the preferred layout.
  • Restore Layout: By pressing this link, allows user to restore to the default layout. 
  • Refresh: 



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