Managing Patient Records Overview

Patient records are stored in the patient database.

Creating Patient Records

If you run Pracsoft in conjunction with Clinical, add new patients only inPracsoft: patients added this way are transferred to Clinical automatically.

For Clinical-only users, create new patient records by pressing Ctrl+F2 from the Clinical front screen. Enter the patient's information, ensuring you include their Medicare/DVA number if available. and validate their IHI Number in the patient details window (Ctrl+D from within the patient's record).

To validate a patient's IHI number, you must have first have recorded the patient's Medicare or DVA number (validation is not possible for patients missing this number).

Opening Patient Records

To open a patient's record, select Patient > Open or press F2 and search for the required patient.

Filter patients by Name, Chart No. or Phone No.
Where there are multiple patients with the same surname, enter a partial surname followed by a comma and the first letters of a first name. For example, enter 'ANDR,J' to findsthe patient 'Andrews' whose first name begins with 'J'.