Patient settings

Patient settings

Consents

Patient notification consents are pre-configured. You can add consent text, change the contact method and determine the expiration period for this type of consent.
To do so, hover over the respective field, click  < EDIT or click into the field.
Opt in by default - select if you want to make this type of consent the preferred option for patients.

Custom fields

In cases when it is needed to make patient information more detailed, users can configure additional fields. These fields will appear on the ADDITIONAL INFO tab in the PATIENT MODULE. 
When no custom fields are defined, the ADDITIONAL INFO tab is not shown in the PATIENT module.
  1. To add a field, drag the corresponding element from the TOOLBOX on the right.
  2. Edit , delete  or move   the field up/down the list by hovering over this field and using the corresponding control.
  3. Scroll down to the bottom of the page to PREVIEW FORM or SAVE.
If a field is marked 'Required', the system will recognize it as necessary for completion. For those patients that do not have this field completed on their Patient Card, Manage will show a warning .

Discharge patient reasons

On this tab, you can add reasons to release a patient from care (e.g., discharge to a GP for reassessment referral, inappropriate referral, hearing aids declined by patient).

To create a discharge patient reason, click +DISCHARGE PATIENT REASON. On the dialog, specify:
  1. Reason - name of the patient discharge reason;
  2. Description - additional information about the reason (optional).
The list of added discharge patient reasons can be ordered any available parameter. You can search the list by: reason, description. 

Mandatory fields

When adding a new patient or lead, you can select which fields will be necessary to complete. Mandatory fields are marked with an asterisk (*).

Marital statuses

Here you can specify which marital statuses will be available for selection when creating a patient or lead. The list of added statuses can be ordered by: state, name.

Medical referral reasons

Medical referral reasons are reasons for referring a patient from an audiologist back to a GP or other doctor. To add a referral reason, click +MEDICAL REFERRAL REASON. On the dialog, specify:
  1. Category - category defined in this field can be used to group medical referral reasons;
  2. Reason - name of the referral reason.
The list of added medical referral reasons can be ordered by any available parameter. You can search the list by: category, reason.

Medical referral destinations

Medical referral destinations allow users to specify where a patient is being referred for further treatment (GP, ENT, any other doctor, or private service).  To add a medical referral destination, click +MEDICAL REFERRAL DESTINATION. 

The list of added medical referral destinations can be ordered by any available parameter. You can search the list by: destinations.

Suffixes

On this tab, create a list of suffixes (JR, SR, OBE, PhD, BSc, etc.) that can be used alongside patients' names on the Patient Card.

Titles

On this tab, create formal titles that can be applied when referring to patients (Mr., Mrs., Ms., Dr., etc.).

Referral cancellation reasons

You can define reasons for canceling referrals (e.g., referral is canceled by GP, referral is canceled by patient, etc.).
To add a referral cancellation reason, click +CANCELLATION REASON. On the dialog, specify:
  1. Reason - name of the referral cancellation reason;
  2. Description - additional information about the reason (optional).
The list of added referral cancellation reasons can be ordered by state (active/inactive and reason). You can search the list by: reason, description.

Referral GP letters

Here you can define letter codes that refer to the type of letter sent to a GP. To add a referral GP letter code, click +REFERRAL GP LETTER. On the dialog, specify:
  1. GP letter - a free-format code (both numbers and letters can be used);
  2. Description - additional information about the GP letter code (optional).
The list of added referral GP letters can be ordered any available parameter. You can search the list by: GP letter (code), description.

    • Related Articles

    • 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 ...
    • Forms and Statutory documents - Print from the Patient record

      Clinics can upload their own personalized Forms containing data tags for use in PATIENT INFORMATION from the PRINT>FORMS icon. Note: Do not upload Forms for documents such as invoices and quotes; those are already contained within Manage by default. ...
    • Notification settings

      Patient notification functionality allows clinics to send information to their patients about scheduled appointments. Notifications are sent if: Notification/Message template exists; A patient gave their consent to receive notifications; During ...
    • Finance settings

      NOTE: If a setting is no longer relevant or applicable, it can be set to INACTIVE using the respective toggle or DELETED using the that appears on hover. When you left click on a specific entry, you can quickly launch the EDIT mode. Sale related ...
    • Inventory settings

      How to manage settings To ADD a battery type, manufacturer, supplier or any other inventory entity, go to the respective tab and click the corresponding control in the upper right corner (e.g., +REPAIR REASON). When adding new inventory entities ...