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Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
Adding, Editing, and Deleting Patients
You can add and edit patient records to keep your patient database up-to-date.
Editing Patient Details
Edit a patient's details.
Editing a Patient's Details from their Record
Edit a patient's details from their Clinical Window.
Pt Details Tab
Record and edit patient information on the Pt Details tab.
Head-of-Family
Link all members of a familyt together by setting a Head of Family

Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
- Patient Database
  The Patient Database lists the records of all active, inactive, and deceased patients.
- Importing and Exporting
- Adding, Editing, and Deleting Patients
  You can add and edit patient records to keep your patient database up-to-date.
  - Adding a Single Patient Record
    Use the Patient Details window to add a patient record.
  - Adding a Multiple-Member Family
    Add patient records for families to Clinical.
  - Adding a Patient to an Existing Family
    Add another family member to an existing family from the Clinical front screen.
  - Adding a Patient to an Existing Family via the Patient Database
    Add another family member to an existing family from the Patient Database.
  - Editing Patient Details
    Edit a patient's details.
    - Editing a Patient's Details from their Record
      Edit a patient's details from their Clinical Window.
      - Pt Details Tab
        Record and edit patient information on the Pt Details tab.
        Head-of-Family
        Link all members of a familyt together by setting a Head of Family
        Sex at Birth
        Record the patient's sex at birth.
      - Allergies, Adverse Reactions, Warnings
        Record a patient's allergies and adverse reactions.
      - Family/Social Hx Tab
        Record family and social history information for a patient.
      - Notes Tab
        Use the Notes tab to help manage patient referrals.
      - Smoking Tab
        Record a patient's smoking habits on the Smoking tab.
      - Alcohol Tab
        Record a patient's drinking habits on the Alcohol tab.
      - Personal Details Tab
        Record emergency contact, next of kin and language and country of birth information.
    - Patient Details from the Clinical Front Screen
      Edit a patient's details from the Clinical Front Screen.
  - Inactive, Deceased, or Deleted Patients
    Mark patients as deceased or their records as inactive or deleted.
- Patient Reviver
  Use the Patient Reviver utility to restore patient records that have previously been marked as Deceased or Deleted.
- Merging Patients
  Merge duplicate patient records.
- Opening and Closing Patient Records
- Patient Photographic Identification
  Display patient photographs to assist you in identifying your patients, ensuring that you have opened the correct patient record.

Head-of-Family

Link all members of a familyt together by setting a Head of Family

Before you begin

This is particularly useful if you wish to view lists of all members of a certain family (maybe during consultation). The Head of Family can be set when adding a new patient or when editing existing patient details.

Procedure

To set a head of family:

Open the Patient Details window, and select the Pt Details tab or press Ctrl + D.
Click Set in the Head of Family section.
In the Select Patient from List window, select the patient you wish to mark as the Head of the Family, and click OK to confirm.

Although only patients with the same surname are initially listed, you can choose any patient in the database by typing the name in the field provided and selecting from the list.

What to do next

To remove the Head of Family, click the Set button and select the patient's own name as the Head of Family.