1. Tutorial - Medical Records

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We recommend doing the tutorials on a demo database


Summary


1. Register a new Patient

2. Search Patients

3. Using the Patient Chart

4. Consult a Patient

5. Prescribe Medication

6. Schedule next visit

7. Medical Reports




1. Register a new Patient


Click Records->Patients and in the opened viewer press the New button on the tool bar


In the opened editor, type the Last Name and First Name as bellow:



Next click Save and Close. The patient was registered in the database and should be on the list in the viewer, as bellow.



Related - Patients and Patient Editor




2. Search Patients


Click Records->Patients and in the opened viewer press the Search button on the tool bar


In the opened search panel, type king and press the Find Now button. The previously registered patient should appear in the list



To edit this patient, or jump to sections of the program related to this patient, right click on it and choose the desired action:



Related - Patients




3. Using the Patient Chart


Click Records->Patient Chart and in the opened viewer type king as bellow:



The previously entered patient should show up in the list bellow your typing. Select it with the mouse or the keyboard



The chart should fill with information about the selected patient. You can navigate different aspects of the patients by pressing the sections in the left side bar


For this specific patient there is not much data entered. If you're using the demo database, open another patient in the chart and navigate through his records


Read more on how to use and how to customize layouts in Patient Chart




4. Consult a Patient


Go the Patient Chart and open a patient, as in the previous step


Next click CONSULTATIONS in the left sidebar. In the opened viewer click the Add Consultation in the tool bar


In the opened Consultation Editor:

1. go to the Diagnoses field - type Shoulder instability and press Enter

2. go to the Treatments field - type Physiotherapy and press Enter

3. Press Save and Close to save the consultation into the database



The consultation will appear as bellow in the list



Double click on the create Consultation to edit it. The Consultation Editor will open as bellow


Note the Title of the consultation and the Condition were set to the previously entered diagnosis



To print this encounter press the Print or the Customer button on the editor's tool bar.



Read more on how to change the consultation's layout and other actions in Consultation Editor and Consultations




5. Prescribe Medication


Go the Patient Chart and open a patient, as in the previous steps


Next click CONSULTATIONS in the left sidebar. In the opened viewer click the Add Consultation in the tool bar


In the opened Consultation Editor select the previously added condition as bellow. If left empty, the medication will not be linked to any diagnosis



The Diagnosis field will automatically fill with the conditions diagnosis



Next go to the Medication field and type as bellow.



When you're done press the button to add the type medication into the consultation



The medication was added to the consultation and you can type your next in the same manner.


When done press Save and Close on the tool bar


In the consultations list, the prescription will appear with the same title as the diagnosis.



To print or export the prescription, open the consultation and press the Print Rx  besides the Medication:



The prescription can be customized to you clinic, using MS Word. Some custom template are included as a base for customization


Press the button on the tool bar. You can use any of the templates or customize them.


More details on the topic in Consultation Editor , Drug Prescription Editor and Print or Export Prescriptions  




6. Schedule next visit


Go the Records->Calendars and double click on a time slot on today


In the opened editor, in the Patient field type a part of the patient's name, for example king, and select the patient with the mouse or the keyboard



Click Save and Close to save the appointment in the calendar. It should look like bellow



Right click on this appointment and select Patient Chart. This should jump to the chart of the patient


Go to Records->Home. The appointment should be on your Today Events panel, provided that you created on your calendar and on the current day



By clicking the entry in Today Events, the program will jump to the Patient Chart


Related - Calendars and Appointment Editor




7. Medical Reports


Go the Reports in the ribbon and the click on the Diagnoses Statistics in the left panel



The report bellow should be visible in the right viewer.



To print or export this report press the Print \ Export link