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Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
Opening and Closing Patient Records
Opening a Patient's Record
To start a consultation, open a patient's record.

Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
- Patient Database
  The Patient Database lists the records of all active, inactive, and deceased patients.
- Adding, Editing, and Deleting Patients
  You can add and edit patient records to keep your patient database up-to-date.
- Merging Patients
  Merge duplicate patient records.
- Opening and Closing Patient Records
  - Opening a Patient's Record
    To start a consultation, open a patient's record.
    - Finding a Patient Record by Name
      Search for patients by their family name.
    - Searching for Patients by Date of Birth
      Search for patients by their date of birth.
    - Finding a Patient by Medicare Number
      Search for patients by their Medicare number.
    - Finding a Patient by Phone Number
      Search for patients by their phone number.
    - Finding a Patient by Chart Number
      Find a patient by chart number.
  - Opening a Patient's Record on Multiple Computers
    You can open a patient's record on more than one computer simultaneously.
  - Opening Multiple Patient Records
    Switch between multiple patient records if required.
  - Closing a Patient's Record
    To end a consultation, close the patient's record.
- Patient Photographic Identification
  Display patient photographs to assist you in identifying your patients, ensuring that you have opened the correct patient record.

Opening a Patient's Record

To start a consultation, open a patient's record.

About this task

Opening a record starts the visit timer.

A patient record can be edited by one user at a time. If you try to open a patient's record that has already been opened by another user, you can either view a snapshot of the patient's record in read-only mode, or to cancel the attempt to open it. The snapshot is taken at the moment you open the patient record; you can't change it and it is not updated if the other user changes the patient record.

Procedure

Select Patient > Open or press F2 to open the Select Patient from List window.
This window appears empty unless Clinical is linked to Pracsoft, in which case it will be populated with any patients who are currently in the Pracsoft Waiting Room.
Locate the patient record with Patient Search.
(Optional) To display patients who have been marked as inactive, set Include Inactive Patients. Inactive patients are displayed in red.
To open the patient record, either:
- Double-click the patient's name.
- Highlight their name and click OK.
- Highlight their name and press Enter.

Results

MedicalDirector Clinical opens the patient's record in the Clinical Window.