Review Patient-Specific Data

Review your practice's patient data so you can identify and remove redundant or outdated data after migrating to MedicalDirector or merging patient databases.

Current Rx

Remove old medications that have lapsed or are no longer being taken.
  • Red: Overdue

    Delete or cease the medication

  • Blue: Almost due
    Either:
    • Represcribe the medication
    • Cease the medication
  • If the patient has no current medications, set Not taking any medications.

Past History

The Past History tab displays a summary of the patient's medical history.
  • Remove any non-clinically significant items, such as URTI.

    Alternatively, adjust the active status of a condition.

  • Remove duplicate entries.
  • If no past history is known, set No significant past history.
  • Set Confidential to prevent this item from being included in summaries. This does not prevent other practitioners from viewing this information in the patient's record. If you export the patient's record, the confidential information will be included in the exported data.
  • Set Summary if you want this history item to be included in patient Summaries (printouts).

Allergies



  • Record any Allergies / Adverse Reactions, including the nature of the reaction, and its severity.
  • If there are no known allergies/adverse reactions,set No Known Allergies / Adverse Reactions.

Recalls/Reminders



  • Review the patient's current recall list.
  • Remove any recalls that have been completed, or choose to update to extend the recall.

Outstanding Actions (Clinical)



  • Review the patient's actions (to-do list), and click Mark as performed for any complete actions.

Correspondence



  • Note any recent correspondence.
  • Identify any clinically-significant correspondence that has been flagged as discuss or return urgently.
  • Flag the correspondence as notified to identify that the patient has been informed of the result.