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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.
Allergies, Adverse Reactions, Warnings
Record a patient's allergies and adverse reactions.
Allergy Module
Recording Allergies

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.
      - Allergies, Adverse Reactions, Warnings
        Record a patient's allergies and adverse reactions.
        Allergy Module
        Recording Allergies
        Method 1 - Enter the Allergy by the Class of the Medication
        Method 2 - Enter the Allergy by the Drug Name
        Scenarios that will NOT Generate Allergy Warnings
      - 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.

Recording Allergies

Before you begin

Procedure

To record an allergy, double-click the Allergy Panel in the patient's record.
The Patient Details window appears, and you are presented with the Allergies/Adverse Reactions/Warnings tab.
To add a new allergy, click Add The Add Allergy / Adverse Reaction window appears. For safety, the system defaults to the 'By Class' method for recording an allergy.
As you type in a drug name or class (e.g. PEN…), a list of matching names is generated dynamically. Double-click a name from the list to select it.
You must use 'By Class' method or 'By Drug' method to generate automatic alerts when a medication is prescribed. If you add a medication name via the 'Other' method, then no automatic alerts will be triggered.
Allergies can be recorded by:
- The class of the medication. This method allows you to specify a drug class to which the patient has an allergic reaction. If a class is entered, then all members of that class will raise a warning. For example if PENICILLIN is entered, all types and forms of penicillin will trigger a warning.
- By the drug name. This safety prompt is displayed to assist you to make the correct choice as to how Clinical will behave.
  
  If you enter a generic name and select 'By Generic name' in the above prompt, then all products containing that generic drug will trigger an alert. This will not however trigger warnings from other medications of the same class. For example, entering an allergy to Amoxycillin will not trigger a warning if Phenoxymethylpenicillin is subsequently prescribed.
  If you enter a brand name or trade name and select 'By Trade name' in the above prompt, then allergy checking only looks for that specific brand of the medication. This is useful where patients are allergic to an excipient, colouring or flavouring present in one formulation of a drug but not in others.