Patients Manager

The Patients Manager is a helpful utility for making alterations in bulk to patient records, specifically;

  • Ensuring that all patient's names are formatted with the same case structure (e.g. all UPPERCASE).
  • Where possible, ensuring that the patient's sex at birth matches their title (e.g. Mr = Male). Upon creating a new patient record the patient's sex at birth is entered automatically, based on the patient's title. But this is not compulsory information, and it may be that you have a number of patient records (perhaps after merging a secondary database from another surgery) that don't have a gender recorded against them. Note also that this works only for patients with a recorded sex at birth of 'Male' or 'Female', and will not work for genders of 'Intersex/Other'. Whilst it is not compulsory to record a gender it is important to know that if you do not, you will not have access to some functionality for that patient, such as the Obstetric tab and the Cervical Cytology Request window. Furthermore, some patient prompts will not appear (cervical cancer vaccinations, for example), drug interaction checking for pregnant patients will not be active and conducting searches for patients where the criteria includes gender will not return the patients in question.
    Gender Accepted Titles
    Male Mast, Mstr, Master, Mst, Mr
    Female Miss, Ms, Mrs