Pt Details Tab

Record and edit patient information on the Pt Details tab.

Fields Description
Basic Demographics First Name, Surname, full residential address, and Date of Birth are required. Middle Name is optional. A postal address can also be entered and set as the preferred mailing address.
  • For patients who are known by a single name (instead of a first name and surname), set Single Name. The Surname field changes to Name. Enter their name in this field.
  • The patient's address, phone numbers and selected email address are used when creating Mail Merge letters. If the default phone number is:
    • Home, plain and preprinted request forms (Pathology, Imaging and Cytology) will include the home and work numbers.
    • Work, plain and preprinted request forms (Pathology, Imaging and Cytology) will include the mobile and work numbers.
    • Mobile, plain and preprinted request forms (Pathology, Imaging and Cytology) will include the mobile and work numbers.
  • The patient's date of birth is used in providing feedback for such things as preventive health prompts and cervical screening.
Head of Family Optionally, link the members of a family by setting one patient as the Head of Family.
Sex at Birth, Transgender, Gender Identity, and Pronouns

Refer to Sex at Birth and Transgender Patients for information about how the patient's Sex at Birth and Transgender settings determine the scope of functions available for them within Clinical.

  • If not specified, a new patient's sex at birth is set automatically to Male or Female, depending on the title you enter for them. If appropriate, you can set a different sex at birth manually in the Sex at Birth drop-down menu on the Pt Details tab of a patient's demographics.
  • If the patient has had or is undergoing gender-affirming procedures, set Transgender.
  • If the patient's gender identity does not appear in the Gender Identity list, select Other. Type the patient's gender identity in the entry field.
  • Select the patient's pronouns from the Pronouns list.
ATSI A patient's ATSI status can affect the age requirements for childhood immunisation, Influenza vaccination reminder and Pneumococcal Disease vaccination reminder.
Tip:
The patient's ATSI status also appears within the ATSI label at the top-right of the Clinical window.
CTG Indicate whether this patient is eligible for the PBS Close the Gap assistance. Contact the Department of Health, Disability and Ageing for information.
Ethnicity Indicate the patient's ethnicity and country of birth.
Medicare Number and Expiry The patient's Medicare number if known. Enter the complete number in the first box and the patient's family position in the second. Enter the expiry date using the format MM/YYYY.
Pension Status Whether the patient's scripts are to be marked as PBS or RPBS. The options are:

None: The patient is considered a non-pensioner.

Pension/HCC: The patient's pension or HCC number will be added to the top of the prescription.

Full DVA: The patient's script is written as RPBS and the DVA number is printed on the script. Any drugs that are available to RPBS card holders are automatically added to RPBS prescriptions.

Limited DVA: The patient can have some items marked for printing on RPBS scripts.

Pension No or DVA No If you want the pension number or DVA number to appear at the top of prescriptions, enter it in the Pension No or DVA No fields.
Safety Net Number If a patient or their family have spent in excess of a pre-set amount on PBS or RPBS medications within a calendar year, they are allocated a Safety Net number, which differs from their pension or DVA numbers. This entitles them to free PBS medications for the remainder of the year. When a patient has a Safety Net number entered, any PBS scripts for that patient will have the Safety Net number printed on them. In January each year all Safety Net numbers are deleted automatically.
Record Number The patient's file number as recorded in your manual filing system. Up to 10 characters can be entered, with at least 1 number included. The number does not have to be unique because some filing systems store all patient charts for a family under the same number. Patient records can be found by searching on this record number.
Tip:
Clinical generates its own internal (hidden) unique identifier for each patient record and does not use the Record Number field to track patient records.
IHI No. The patient's IHI number. The IHI can be:
  • Retrieved from the HI Service and entered automatically when you save the patient's record. An IHI number can be retrieved only for patients who have a Medicare or a DVA number recorded.
  • Entered manually.

Click Validate to validate the IHI if required. This might be necessary if you change the patient's demographic information.

Click IHI History to view the patient's IHI status history.

See Healthcare Identifiers Service for more information.
IHI Record Status The status of the record in the HI Service of an individual healthcare recipient. The IHI record status can be Provisional, Unverified or Verified.

See Healthcare Identifiers Service for more information.
IHI No. Status The IHI number status can be Active, Deceased, Retired, Expired, or Resolved.

See Healthcare Identifiers Service for more information.
Regular Practitioner The patient's regular practitioner, if any.
Access Restriction The level of access that users have to the patient's record. Can be:
  • No restriction
  • User with Restricted Access Permission only: Restricted Access Permission is granted to users via the User Database.
  • Regular Practitioner Only: Select the patient's regular practitioner.
Note:
If the regular practitioner is not available, an emergency patient access password can be created via Location Management.
This patient is registered with this Practice for MyMedicare Consent Select if the patient is registered in the MyMedicare scheme as a patient of this practice.
This patient has withdrawn consent to upload clinical documents to MyHealthRecord (except for prescription records and investigation requests) Select if the patient does not consent to upload their clinical documents to MyHealthRecord. This option refers only to clinical documents, and not medications. Patients can still grant or withdraw consent to upload medications via the Enter Dose window while you are creating a prescription.
This patient has withdrawn consent to upload de-identified clinical data to the MedicalDirector PIP QI data set Select if the patient does not consent to PIP QI data collection and all future PHN initiatives relating to PI QI and other PHN quality improvement measures.
This patient has withdrawn consent to upload de-identified clinical data to the MedicalDirector research data set Select if the patient does not consent to OneNil data collection.
Patient has Provided marketing consent Select if the patient consents to receive marketing communications.
Do Not Send SMS Select if the patient does not consent to receiving SMS notifications from the Practice.
Update address for all family members Update the address details for other family members with the details of the current patient. Clinical uses the Head of Family setting to determine which patients are members of the same family. This option is only available when editing Patient Details from the Clinical window.
Auto-capitalise names Capitalises the first letter of each word you type. Many Clinical windows offer this functionality, including the Options tabs.