Patient Management

Patient Management

Welcome to the online learning module dedicated to the Patient Management Module within Manage.

In this module, you'll develop a thorough understanding of:
  1. How to utilize the Patient Summary Card tool
  2. How to  access and review essential patient details 
  3. How to navigate the various sections of the Patient Summary Card
  4. How to improve patient care by utilizing Guided Workflows
  5. How to fill out and manage Intake Forms and Surveys
Although this module is compatible with mobile phones, for a more effective learning experience, we suggest using a device with a larger screen.

    • Related Articles

    • Document management

      Document management settings allow users to configure custom categories, tags and types that can be used for various patient documents. To ADD a category, tag or a type, employ the corresponding control in the top right corner (+CATEGORY, +TAG, ...

    • Patient letters

      Appointment report templates Create customizable templates with dynamic clinical data to quickly generate reports from appointments and save them as patient documents. Add an appointment report template Click +TEMPLATE. Fill in the mandatory fields - ...

    • How to Quickly Access Key Information about Patient

      Our practice management software is engineered for swift functionality, encompassing a sophisticated AI-powered search capability. This ensures rapid and precise search outcomes, minimizing the duration required by staff to locate essential details. ...

    • Marketing management

      For marketing purposes, users can create a number of campaigns. The list of available campaigns can be ordered by status (active/inactive), name, start date, end date. Manage campaigns To add a campaign, use the corresponding control +CAMPAIGN. Make ...

    • Manage Patient Interactions: Notes, Letters, GP Letters, Forms, Call Logs, Alerts - Comparison

      PATIENT NOTES Patient notes were the original "Visit Notes" and have been superseded by Reports and Forms, as explained below. They are now generally used for internal notes where other methods aren't appropriate. Notes can be categorized according ...