Adding, Editing, and Deleting Patients

You can add and edit patient records to keep your patient database up-to-date.

If your practice uses:

  • Pracsoft and Clinical, add new patients in Pracsoftonly. Patients added this way are transferred to Clinical automatically.
  • Clinical only, create new patient records by pressing Ctrl+F2 in the Clinical front screen. Enter the patient's information, including their Medicare/DVA number if available. and validate their IHI Number in the Patient Details window (Ctrl+D from within the patient's record).
Tip:

To maintain the integrity of the patient record:

  • Merge duplicate patient records .
  • When a patient dies, mark them as deceased.