4-2

Report
Entering Patient
4
Information MEDA 144
S11
Learning Outcomes
4-2
When you finish this chapter, you will be able to:
4.1
4.2
4.3
4.4
Explain how patient information is organized in
Medisoft.
Discuss how a new patient is added in Medisoft.
Describe how to search for a patient in Medisoft.
Describe how patient information is edited in
Medisoft.
Key Terms
•
•
•
•
chart number
established patient
guarantor
new patient
4-3
4.1 How Patient Information is
Organized in Medisoft
• Patient information is accessed through the
Patient List dialog box
• The Patient List dialog box is divided into two
primary sections
1. Left side – information about patients
2. Right side – information about cases
4-4
4.1 How Patient Information is
Organized in Medisoft (Continued)
• The Patient List dialog box
Patient Information
Case Information
4-5
4-6
4.2 Entering New Patient Information
• A new patient has not received services from
the same provider or a provider of the same
specialty within the same practice for a period
of three years
• An established patient has been seen by a
provider in the practice in the same specialty
within three years
4.2 Entering New Patient
Information (Continued)
• Entering a new patient is done by clicking the
New Patient button in the Patient List dialog
box
New Patient button
4-7
4.2 Entering New Patient
Information (Continued)
• Entering a new patient
Patient/Guarantor dialog
box with Name, Address
tab active
4-8
4.2 Entering New Patient
Information (Continued)
4-9
• A chart number is a unique number that
identifies a patient
– Links together all patient information
– Eight-character number
– No special characters such as hyphens, periods, or
spaces
– Created based on patient’s name
– No two chart numbers can be the same
– Exercise 4-1
4.2 Entering New Patient
Information (Continued)
• Entering a new patient
Patient/Guarantor dialog
box with Other Information
tab active
4-10
4.2 Entering New Patient
Information (Continued)
• Entering a new patient
The Type field indicates
whether an individual is
a patient or guarantor
A guarantor is an individual
who is not a patient but who
is the insurance policyholder
for a patient of the practice
Exercise 4-2 and 4-2
4-11
4-12
4.3 Searching for Patient Information
• Medisoft offers two options for conducting
searches for information:
1. Search for and Field boxes
2. Locate buttons
4.3 Searching for Patient
Information (Continued)
• The Search for box contains the text that is to
be searched for
• The Field box controls how the list is sorted
– Several options are available
• Data can be resorted and filtered
• Exercise 4-4 and 4-5
4-13
4.3 Searching for Patient
Information (Continued)
• The Search for and Field boxes are found at
the top of many dialog boxes
List of Field
options
4-14
4.3 Searching for Patient
Information (Continued)
• The Locate buttons are used to display the
Locate Patient dialog box
Locate buttons
4-15
4.3 Searching for Patient
Information (Continued)
• When a Locate button is clicked, the Locate
Patient dialog box appears
Locate Patient dialog
box
• Exercise 4-4 & 4-5
4-16
4.4 Editing Patient Information
• To edit patient information:
– Search for a patient
– Click the Edit button to display the
Patient/Guarantor dialog box
– Make necessary changes
– Save changes
4-17

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