Description
Main screen for patient management in an office or facility. The user will be able to perform several functions, such as: configure the reason for the visit, print a report of the orders sent to the patient, view the history of patients, who were removed from the "Arrivals" section, add documents, create reports of patient management, in the office or faciltiy, view report of pending and completed clinical tasks. It has two main areas: "Arrivals" and "Workflow Items". (These tabs are configured, on the "Settings / Office / Workflow Label Settings" screen.)
Access
Through Main Menu
- Click on the In the "Appointments" button, in the Main Menu screen.
- Once the Appointments screen is displayed, click on the "More" button, located at the top of the screen and select the "Workflow" option.
Through QuickLinks
- Click on the "QuickLinks" text, located at the top of the screen.
- Then select the option of "Appointments".
- Once on the "Appointments" screen, click on the "More" button, located at the top of the screen and select the "Workflow" option.
Sections
- Search Patients: Section where you can perform the patient search, when selecting an existing patient, the following fields will be filled automatically: (Name, Last Name, Gender, Phone and DOB).
Delete: If a patient has already been selected in the "Search Patient" field, pressing this button will delete the selected patient.- Demographic Information: Demographic information of the selected patient, that is already registered in the system.
- Reason for visit: [Required] Select the reason for the visit.
- Companion: The person who came accompanying the patient.
- New Patient: This option can only be selected, if the patient being added, is a new patient. Once selected, complete the required fields identified with a red asterisk.
- Office: Allows to select the office where the patient will be attending.
- Update Patient and Save: By pressing this button, the edited information, will be changed on the "Patient Details" screen, simultaneously.